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iShares Expanded Tech Sector ETF
IGM

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

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

39% more capital invested

Capital invested by funds: $741M → $1.03B (+$288M)

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

15% more funds holding

Funds holding: 170 → 196 (+26)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

9.94% less ownership

Funds ownership: 266.46% → 256.53% (-9.9%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.02%
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

Rank Fund Capital Flow
1
BJ
Brouwer & Janachowski
California
+$16.4M
2
Bank of America
Bank of America
North Carolina
+$16.2M
3
BDWM
Brewin Dolphin Wealth Management
Ireland
+$13.9M
4
SCA
Stuart Chaussee & Associates
California
+$11.2M
5
JWM
JGP Wealth Management
Oregon
+$8.6M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$26.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.93M
3
UBS Group
UBS Group
Switzerland
-$4.57M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.02M
5
SEIA
Signature Estate & Investment Advisors
California
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
151
Bouchey Financial Group
New York
$236K +$213K +5,070 New
PIMG
152
Patriot Investment Management Group
Tennessee
$224K +$202K +4,818 New
OCM
153
Orleans Capital Management
Louisiana
$224K +$202K +4,818 New
GVAG
154
Great Valley Advisor Group
Delaware
$223K +$201K +4,788 New
AS
155
Altshuler Shaham
Israel
$223K +$202K +4,800 New
AP
156
Appleton Partners
Massachusetts
$222K +$201K +4,782 New
GPA
157
Guidance Point Advisors
Massachusetts
$216K +$195K +4,644 New
CFG
158
Citizens Financial Group
Rhode Island
$213K – – –
CFD
159
Creative Financial Designs
Indiana
$213K +$192K +4,572 New
KIA
160
KCM Investment Advisors
California
$205K +$185K +4,398 New
AWM
161
Aries Wealth Management
Maine
$205K +$185K +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 -$151K -3,594 -46%
MPCG
165
Matrix Private Capital Group
New York
$116K +$9.08K +216 +10%
VFA
166
Valeo Financial Advisors
Indiana
$87K – – –
AF
167
Advisornet Financial
Minnesota
$74K +$756 +18 +1%
BWL
168
Bogart Wealth LLC
Virginia
$67K – – –
VCM
169
Vigilant Capital Management
Maine
$62K -$25.2K -600 -31%
BWP
170
Baldwin Wealth Partners
Massachusetts
$59K – – –
AWM
171
Apollon Wealth Management
South Carolina
$56K +$50.4K +1,200 New
IBOK
172
Independence Bank of Kentucky
Kentucky
$45K – – –
AA
173
Ancora Advisors
Ohio
$41K – – –
PB
174
Pinnacle Bancorp
Nebraska
$37K +$20.4K +486 +162%
KPW
175
Kore Private Wealth
New York
$27K – – –
5 6
7
8 9

IGM Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2020, worth a combined $1.03B — up 39% from $741M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 13 closed out — a net gain of 27 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.

  • 196 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.03B of iShares Expanded Tech Sector ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2020 and 13 closed out, a net change of +27 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2020 was Brouwer & Janachowski, an estimated $16.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2020 was Goldman Sachs, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2020.