We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

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

2,357% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $1.02M

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

17% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$174M)

9% more funds holding

Funds holding: 196 → 213 (+17)

8.1% more ownership

Funds ownership: 256.53% → 264.63% (+8.1%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
4.3%
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

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$45.1M
2
BJ
Brouwer & Janachowski
California
+$17.4M
3
HGWM
Horst & Graben Wealth Management
Oregon
+$8.2M
4
PBCM
Point Break Capital Management
Florida
+$7.29M
5
Goldman Sachs
Goldman Sachs
New York
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.74M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.62M
4
RJA
Raymond James & Associates
Florida
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Sawgrass Asset Management
Florida
$321K – – –
PBO
152
Peoples Bank (Ohio)
Ohio
$303K -$1.82K -36 -0.6%
LWP
153
Legacy Wealth Planning
Nevada
$293K – – –
HB
154
Homrich & Berg
Georgia
$286K +$280K +5,544 New
CCMD
155
Cypress Capital Management (Delaware)
Delaware
$278K – – –
SF
156
Synovus Financial
Georgia
$273K +$268K +5,304 New
EIA
157
Eastover Investment Advisors
North Carolina
$270K +$3.94K +78 +2%
BFG
158
Bouchey Financial Group
New York
$261K – – –
HVIA
159
Hudson Valley Investment Advisors
New York
$255K -$7.57K -150 -3%
OCM
160
Orleans Capital Management
Louisiana
$248K – – –
PIMG
161
Patriot Investment Management Group
Tennessee
$248K – – –
GVAG
162
Great Valley Advisor Group
Delaware
$247K – – –
AP
163
Appleton Partners
Massachusetts
$246K – – –
PG
164
Patten Group
Tennessee
$244K -$98.4K -1,950 -29%
CAS
165
Cascadia Advisory Services
Oregon
$242K +$237K +4,692 New
FAAS
166
First Allied Advisory Services
California
$236K +$231K +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 +$303 +6 +0.1%
GFPC
171
Global Financial Private Client
Florida
$220K – – –
LNC
172
Lincoln National Corp
Pennsylvania
$217K +$212K +4,212 New
SSI
173
Scott & Selber Inc
Texas
$217K +$213K +4,218 New
BMC
174
Beaton Management Company
Massachusetts
$216K +$212K +4,200 New
RJT
175
Raymond James Trust
Florida
$214K -$383K -7,584 -65%
5 6
7
8 9

IGM Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2020, worth a combined $1.2B — up 17% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGM positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $45.1M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 213 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2020, up from 196 in Q2 2020.
  • Funds reported $1.2B of iShares Expanded Tech Sector ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 32 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2020 and 14 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2020 was Equitable Holdings, an estimated $45.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2020 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2020.