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iShares Expanded Tech Sector ETF
IGM

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,970% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $420K

425% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $1.2B → $1.39B (+$186M)

14% more funds holding

Funds holding: 213 → 242 (+29)

1.87% less ownership

Funds ownership: 264.63% → 262.76% (-1.9%)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

41% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 79

Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.28%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$13.6M
2
BJ
Brouwer & Janachowski
California
+$11.7M
3
AWM
Apollon Wealth Management
South Carolina
+$10.9M
4
CTI
Community Trust & Investment
Kentucky
+$6.46M
5
MWM
Meridian Wealth Management
Kentucky
+$5.61M

Top Sellers

Rank Fund Capital Flow
1
SFS
Strategic Financial Services
New York
-$9.84M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.44M
3
CS
Credit Suisse
Switzerland
-$3.86M
4
UBS Group
UBS Group
Switzerland
-$3.13M
5
Bank of America
Bank of America
North Carolina
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
151
Fort Sheridan Advisors
Illinois
$396K -$42.7K -780 -10%
SS
152
Sunbelt Securities
Texas
$395K -$729K -13,308 -66%
Franklin Resources
153
Franklin Resources
California
$387K +$3.29K +60 +0.9%
CAN
154
Cetera Advisor Networks
California
$378K -$71.6K -1,308 -17%
OCM
155
Osterweis Capital Management
California
$378K – – –
FNBOSM
156
First National Bank of South Miami
Florida
$377K – – –
SEP
157
Southland Equity Partners
Missouri
$371K +$348K +6,360 New
SAM
158
Sawgrass Asset Management
Florida
$364K – – –
SJIM
159
St. Johns Investment Management
Florida
$349K -$65.7K -1,200 -17%
PBO
160
Peoples Bank (Ohio)
Ohio
$343K – – –
SPC
161
Sigma Planning Corp
Michigan
$338K -$557K -10,164 -64%
4WM
162
4J Wealth Management
Virginia
$337K +$317K +5,784 New
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$326K +$306K +5,586 New
EIA
164
Eastover Investment Advisors
North Carolina
$319K +$13.1K +240 +5%
CCMD
165
Cypress Capital Management (Delaware)
Delaware
$315K – – –
CG
166
Cutler Group
California
$314K +$296K +5,400 New
SF
167
Synovus Financial
Georgia
$310K – – –
LWP
168
Legacy Wealth Planning
Nevada
$297K -$32.9K -600 -11%
BFG
169
Bouchey Financial Group
New York
$296K – – –
HVIA
170
Hudson Valley Investment Advisors
New York
$289K – – –
SSI
171
Scott & Selber Inc
Texas
$286K +$37.5K +684 +16%
OCM
172
Orleans Capital Management
Louisiana
$281K – – –
PIMG
173
Patriot Investment Management Group
Tennessee
$281K – – –
GAG
174
GM Advisory Group
New York
$280K +$263K +4,800 New
AP
175
Appleton Partners
Massachusetts
$279K – – –
5 6
7
8 9

IGM Hedge Fund Activity: Q4 2020 in Review

242 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2020, worth a combined $1.39B — up 15% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IGM positions and 8 closed out — a net gain of 34 holders — while 47 added to existing stakes and 79 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $13.6M. The largest seller was Strategic Financial Services, cutting an estimated $9.84M.

  • 242 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $1.39B of iShares Expanded Tech Sector ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 42 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2020 and 8 closed out, a net change of +34 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2020 was Raymond James & Associates, an estimated $13.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2020 was Strategic Financial Services, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2020.