IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

213 hedge funds and large institutions have $1.2B invested in iShares Expanded Tech Sector ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
4.31%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
32
Increased
50
Reduced
65
Closed
14
Calls
$25.1M
Puts
$1.02M
Net Calls
+$24.1M
Net Calls Change
+$2.22M

Top Buyers

1
EH
1
Equitable Holdings
New York
$151M
2
BJ
2
Brouwer & Janachowski
California
$37.9M
3
HGWM
3
Horst & Graben Wealth Management
Oregon
$8.37M
4
PBCM
4
Point Break Capital Management
Florida
$7.45M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$63M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20M
4
RJA
4
Raymond James & Associates
Florida
$7.24M
5
Wells Fargo
5
Wells Fargo
California
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Sawgrass Asset Management
Florida
$321K – – –
PBO
152
Peoples Bank (Ohio)
Ohio
$303K -$1.86K -36 -0.6%
LWP
153
Legacy Wealth Planning
Nevada
$293K – – –
HB
154
Homrich & Berg
Georgia
$286K +$286K +5,544 New
CCMD
155
Cypress Capital Management (Delaware)
Delaware
$278K – – –
SF
156
Synovus Financial
Georgia
$273K +$273K +5,304 New
EIA
157
Eastover Investment Advisors
North Carolina
$270K +$4.03K +78 +2%
BFG
158
Bouchey Financial Group
New York
$261K – – –
HVIA
159
Hudson Valley Investment Advisors
New York
$255K -$7.73K -150 -3%
PIMG
160
Patriot Investment Management Group
Tennessee
$248K – – –
OCM
161
Orleans Capital Management
Louisiana
$248K – – –
GVAG
162
Great Valley Advisor Group
Delaware
$247K – – –
AP
163
Appleton Partners
Massachusetts
$246K – – –
PG
164
Patten Group
Tennessee
$244K -$101K -1,950 -29%
CAS
165
Cascadia Advisory Services
Oregon
$242K +$242K +4,692 New
FAAS
166
First Allied Advisory Services
California
$236K +$236K +4,584 New
AWM
167
Aries Wealth Management
Maine
$227K – – –
KIA
168
KCM Investment Advisors
California
$227K – – –
PA
169
Parallel Advisors
California
$226K – – –
RDWM
170
Red Door Wealth Management
Tennessee
$223K +$310 +6 +0.1%
GFPC
171
Global Financial Private Client
Florida
$220K – – –
LNC
172
Lincoln National Corp
Pennsylvania
$217K +$217K +4,212 New
SSI
173
Scott & Selber Inc
Texas
$217K +$217K +4,218 New
BMC
174
Beaton Management Company
Massachusetts
$216K +$216K +4,200 New
RJT
175
Raymond James Trust
Florida
$214K -$391K -7,584 -65%
5 6
7
8 9