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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

196 hedge funds and large institutions have $1.03B invested in iShares Expanded Tech Sector ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
40
Increased
57
Reduced
52
Closed
13
Calls
$21.9M
Puts
–
Net Calls
+$21.9M
Net Calls Change
+$14.5M

Top Buyers

1
BJ
1
Brouwer & Janachowski
California
$18.2M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
BDWM
3
Brewin Dolphin Wealth Management
Ireland
$15.4M
4
SCA
4
Stuart Chaussee & Associates
California
$31.2M
5
JWM
5
JGP Wealth Management
Oregon
$32.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$26M
3
UBS Group
3
UBS Group
Switzerland
$31.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$5.84M
5
SEIA
5
Signature Estate & Investment Advisors
California
$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
151
Bouchey Financial Group
New York
$236K +$236K +5,070 New
PIMG
152
Patriot Investment Management Group
Tennessee
$224K +$224K +4,818 New
OCM
153
Orleans Capital Management
Louisiana
$224K +$224K +4,818 New
GVAG
154
Great Valley Advisor Group
Delaware
$223K +$223K +4,788 New
AS
155
Altshuler Shaham
Israel
$223K +$223K +4,800 New
AP
156
Appleton Partners
Massachusetts
$222K +$222K +4,782 New
GPA
157
Guidance Point Advisors
Massachusetts
$216K +$216K +4,644 New
CFG
158
Citizens Financial Group
Rhode Island
$213K – – –
CFD
159
Creative Financial Designs
Indiana
$213K +$213K +4,572 New
KIA
160
KCM Investment Advisors
California
$205K +$205K +4,398 New
AWM
161
Aries Wealth Management
Maine
$205K +$205K +4,410 New
PA
162
Parallel Advisors
California
$204K – – –
RDWM
163
Red Door Wealth Management
Tennessee
$200K – – –
GFPC
164
Global Financial Private Client
Florida
$198K -$170K -3,594 -46%
MPCG
165
Matrix Private Capital Group
New York
$116K +$10.1K +216 +10%
VFA
166
Valeo Financial Advisors
Indiana
$87K – – –
AF
167
Advisornet Financial
Minnesota
$74K +$838 +18 +1%
BWL
168
Bogart Wealth LLC
Virginia
$67K – – –
VCM
169
Vigilant Capital Management
Maine
$62K -$27.9K -600 -31%
BWP
170
Baldwin Wealth Partners
Massachusetts
$59K – – –
AWM
171
Apollon Wealth Management
South Carolina
$56K +$56K +1,200 New
IBOK
172
Independence Bank of Kentucky
Kentucky
$45K – – –
AA
173
Ancora Advisors
Ohio
$41K – – –
PB
174
Pinnacle Bancorp
Nebraska
$37K +$22.9K +486 +162%
KPW
175
Kore Private Wealth
New York
$27K – – –
5 6
7
8 9