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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
CWA
176
Clarus Wealth Advisors
Arizona
$203K +$199K +3,936 New
MPCG
177
Matrix Private Capital Group
New York
$128K – – –
IA
178
IFP Advisors
Florida
$90K -$313K -6,210 -78%
AF
179
Advisornet Financial
Minnesota
$81K -$908 -18 -1%
HWA
180
Heritage Wealth Advisors
Virginia
$78.8K +$77.2K +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 -$30.3K -600 -32%
PAIM
185
Punch & Associates Investment Management
Minnesota
$62K +$60.5K +1,200 New
TRCT
186
Tower Research Capital (TRC)
New York
$57K +$55.7K +1,104 New
MA
187
MUFG Americas
New York
$54K +$53K +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 +$30.3K +600 New
BFEC
192
Benjamin F. Edwards & Company
Missouri
$26K – – –
William Blair & Company
193
William Blair & Company
Illinois
$25K +$24.8K +492 New
BBHC
194
Brown Brothers Harriman & Co
New York
$24K – – –
BCWM
195
Bartlett & Co Wealth Management
Ohio
$23.2K – – –
AWM
196
Atticus Wealth Management
Florida
$23K – – –
BC
197
Bartlett & Co
Ohio
$23K – – –
CAL
198
Capital Analysts LLC
Pennsylvania
$22K – – –
FGA
199
Fortis Group Advisors
New Jersey
$20K +$20.3K +402 New
RIM
200
Rockbridge Investment Management
New York
$19K – – –
6 7
8
9 10

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.