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iShares Expanded Tech Sector ETF
IGM

76 hedge funds and large institutions have $247M invested in iShares Expanded Tech Sector ETF in 2013 Q2 according to their latest regulatory filings, with 76 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

264.36% more ownership

Funds ownership: 0% → 264.36% (+264%)

Holders
76
Holders Change
+76
Holders Change %
–
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$26.7M +$26.6M +2,154,444 New
Morgan Stanley
2
Morgan Stanley
New York
$25.2M +$25.1M +2,031,276 New
DWM
3
Destination Wealth Management
California
$25.1M +$25M +2,024,346 New
Axa
4
Axa
France
$23.2M +$23.1M +1,874,700 New
Bank of America
5
Bank of America
North Carolina
$18.9M +$18.9M +1,526,934 New
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$15.2M +$15.2M +1,227,300 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$14.2M +$14.2M +1,149,090 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$13.1M +$13M +1,053,600 New
BOS
9
Bingham Osborn & Scarborough
California
$8.67M +$8.63M +699,084 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.14M +$7.11M +576,252 New
U
11
UBS
Switzerland
$5.53M +$5.5M +445,608 New
BUB
12
BBVA USA Bancshares
Texas
$5.39M +$5.36M +434,526 New
Wells Fargo
13
Wells Fargo
California
$5.34M +$5.31M +430,428 New
WF
14
WealthTrust Fairport
Ohio
$5.01M +$4.98M +403,728 New
Citigroup
15
Citigroup
New York
$4.75M +$4.73M +383,430 New
SFI
16
SPC Financial Inc
Maryland
$4.28M +$4.26M +344,730 New
USAA
17
United Services Automobile Association
Texas
$3.94M +$3.93M +318,000 New
JP Morgan Chase
18
JP Morgan Chase
New York
$3.47M +$3.45M +279,714 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.96M +$2.94M +238,476 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.52M +$2.5M +202,914 New
PAI
21
Pittenger & Anderson Inc
Nebraska
$1.95M +$1.94M +157,230 New
Mariner
22
Mariner
Kansas
$1.51M +$1.51M +121,932 New
WG
23
Winchester Group
New York
$1.45M +$1.45M +117,270 New
TH
24
Timber Hill
Connecticut
$1.34M +$1.33M +107,994 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.33M +$1.32M +106,968 New
1
2 3 4

IGM Hedge Fund Activity: Q2 2013 in Review

76 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2013, worth a combined $247M.

Buyers outnumbered sellers: 76 funds opened new IGM positions and 0 closed out — a net gain of 76 holders — while 0 added to existing stakes and 0 trimmed.

  • 76 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $247M of iShares Expanded Tech Sector ETF stock for Q2 2013.
  • 76 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2013 and 0 closed out, a net change of +76 holders.

Based on aggregated 13F filings for Q2 2013.