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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 %
CWA
176
Clarus Wealth Advisors
Arizona
$203K +$203K +3,936 New
MPCG
177
Matrix Private Capital Group
New York
$128K – – –
IA
178
IFP Advisors
Florida
$90K -$318K -6,210 -78%
AF
179
Advisornet Financial
Minnesota
$81K -$927 -18 -1%
HWA
180
Heritage Wealth Advisors
Virginia
$78.8K +$78.8K +1,530 New
BWL
181
Bogart Wealth LLC
Virginia
$74K – – –
VCM
182
Vigilant Capital Management
Maine
$69K – – –
BWP
183
Baldwin Wealth Partners
Massachusetts
$66K – – –
VFA
184
Valeo Financial Advisors
Indiana
$65K -$31K -600 -32%
PAIM
185
Punch & Associates Investment Management
Minnesota
$62K +$62K +1,200 New
TRCT
186
Tower Research Capital (TRC)
New York
$57K +$57K +1,104 New
MA
187
MUFG Americas
New York
$54K +$54K +1,050 New
IBOK
188
Independence Bank of Kentucky
Kentucky
$49K – – –
AA
189
Ancora Advisors
Ohio
$46K – – –
PB
190
Pinnacle Bancorp
Nebraska
$40K – – –
FCH
191
Freestone Capital Holdings
Washington
$30.9K +$30.9K +600 New
BFEC
192
Benjamin F. Edwards & Company
Missouri
$26K – – –
William Blair & Company
193
William Blair & Company
Illinois
$25K +$25K +492 New
BBHC
194
Brown Brothers Harriman & Co
New York
$24K – – –
BCWM
195
Bartlett & Co Wealth Management
Ohio
$23.2K – – –
BC
196
Bartlett & Co
Ohio
$23K – – –
AWM
197
Atticus Wealth Management
Florida
$23K – – –
CAL
198
Capital Analysts LLC
Pennsylvania
$22K – – –
FGA
199
Fortis Group Advisors
New Jersey
$20K +$20K +402 New
RIM
200
Rockbridge Investment Management
New York
$19K – – –
6 7
8
9 10