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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
GVAG
176
Great Valley Advisor Group
Delaware
$279K – – –
PG
177
Patten Group
Tennessee
$276K – – –
CWA
178
Clarus Wealth Advisors
Arizona
$264K +$32.9K +600 +15%
LNC
179
Lincoln National Corp
Pennsylvania
$262K +$14.8K +270 +6%
KA
180
Kovack Advisors
Florida
$259K -$762K -13,920 -76%
AWM
181
Aries Wealth Management
Maine
$259K – – –
GCP
182
GSA Capital Partners
United Kingdom
$257K +$242K +4,416 New
KIA
183
KCM Investment Advisors
California
$256K – – –
PA
184
Parallel Advisors
California
$256K – – –
RDWM
185
Red Door Wealth Management
Tennessee
$251K – – –
VVP
186
Venture Visionary Partners
Ohio
$250K +$235K +4,290 New
AAS
187
Avantax Advisory Services
Texas
$249K -$409K -7,464 -64%
BMC
188
Beaton Management Company
Massachusetts
$245K – – –
RJT
189
Raymond James Trust
Florida
$233K -$8.21K -150 -4%
ACM
190
Advisors Capital Management
New Jersey
$226K +$213K +3,882 New
PBF
191
Petix & Botte Financial
California
$208K +$195K +3,564 New
EVM
192
Eaton Vance Management
Massachusetts
$205K +$193K +3,522 New
GFPC
193
Global Financial Private Client
Florida
$168K -$72K -1,314 -31%
AWA
194
Arkadios Wealth Advisors
Georgia
$133K +$125K +2,286 New
MPCG
195
Matrix Private Capital Group
New York
$122K -$21.4K -390 -16%
IA
196
IFP Advisors
Florida
$103K – – –
AF
197
Advisornet Financial
Minnesota
$92K – – –
HWA
198
Heritage Wealth Advisors
Virginia
$89K – – –
BWL
199
Bogart Wealth LLC
Virginia
$83K – – –
VCM
200
Vigilant Capital Management
Maine
$78K – – –
6 7
8
9 10

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.