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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

170 hedge funds and large institutions have $741M invested in iShares Expanded Tech Sector ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
29
Increased
41
Reduced
57
Closed
23
Calls
$7.99M
Puts
$629K
Net Calls
+$7.36M
Net Calls Change
+$3.59M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
JWM
2
JGP Wealth Management
Oregon
$17.3M
3
SCA
3
Stuart Chaussee & Associates
California
$14.3M
4
SFS
4
Strategic Financial Services
New York
$11.5M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$10.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.3M
2
CS
2
Credit Suisse
Switzerland
$3.79M
3
EH
3
Equitable Holdings
New York
$72.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K
5
Bank of America
5
Bank of America
North Carolina
$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Atticus Wealth Management
Florida
$16K -$5.62K -156 -26%
BC
152
Bartlett & Co
Ohio
$16K +$16K +450 New
BCWM
153
Bartlett & Co Wealth Management
Ohio
$15.9K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$15K – – –
HS
155
Horan Securities
United States
$12K +$12K +330 New
PB
156
Pinnacle Bancorp
Nebraska
$11K -$2.64K -72 -19%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$11K – – –
BDWM
158
Brewin Dolphin Wealth Management
Ireland
$10.6K +$10.6K +300 New
RFA
159
Reilly Financial Advisors
California
$10K – – –
SFSIG
160
San Francisco Sentry Investment Group
California
$10K – – –
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$10K +$1.28K +36 +15%
VCS
162
Vaughan & Co Securities
New Jersey
$8.47K – – –
BWA
163
BDO Wealth Advisors
Florida
$7K – – –
Simplex Trading
164
Simplex Trading
Illinois
$6K +$6K +186 New
AIC
165
Archer Investment Corporation
Indiana
$4K – – –
AIC
166
Ameritas Investment Company
Nebraska
$4K +$4K +120 New
CIAS
167
Capital Investment Advisory Services
North Carolina
$3K – – –
SFS
168
Sowell Financial Services
Arkansas
$3K – – –
GRP
169
Global Retirement Partners
California
$3K – – –
WIM
170
Westside Investment Management
California
$195 +$195 +5,532 New
SPC
171
Sigma Planning Corp
Michigan
– -$1.42M -35,058 Closed
NFG
172
Next Financial Group
Texas
– -$631K -15,636 Closed
RJT
173
Raymond James Trust
Florida
– -$474K -11,736 Closed
FIM
174
Freedom Investment Management
Connecticut
– -$360K -8,916 Closed
GFP
175
Gryphon Financial Partners
Ohio
– -$351K -8,700 Closed
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