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iShares Expanded Tech Sector ETF
IGM

75 hedge funds and large institutions have $262M invested in iShares Expanded Tech Sector ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $247M → $262M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 76 → 75 (-1)

10.74% less ownership

Funds ownership: 264.36% → 253.62% (-11%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
28
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.46M
2
SG Americas Securities
SG Americas Securities
New York
+$4.07M
3
BG
BlackRock Group
United Kingdom
+$3.41M
4
DS
DRW Securities
Illinois
+$2.86M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.92M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7M
2
Lazard Asset Management
Lazard Asset Management
New York
-$6.88M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
4
TH
Timber Hill
Connecticut
-$1.34M
5
CS
Credit Suisse
Switzerland
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27M +$22.7K +1,740 +0.1%
DWM
2
Destination Wealth Management
California
$26.6M -$341K -26,148 -1%
Bank of America
3
Bank of America
North Carolina
$25.9M +$5.46M +418,830 +27%
Axa
4
Axa
France
$25.2M +$274K +21,000 +1%
Lazard Asset Management
5
Lazard Asset Management
New York
$21.6M -$6.88M -528,204 -25%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$17.4M +$1.08M +83,100 +7%
BOS
7
Bingham Osborn & Scarborough
California
$8.99M -$297K -22,812 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.49M -$171K -13,128 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$7.13M -$6.73M -516,600 -49%
Wells Fargo
10
Wells Fargo
California
$6.57M +$826K +63,390 +15%
U
11
UBS
Switzerland
$6.07M +$137K +10,482 +2%
BUB
12
BBVA USA Bancshares
Texas
$5.95M +$167K +12,810 +3%
WF
13
WealthTrust Fairport
Ohio
$5.6M +$230K +17,646 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.13M +$1.92M +147,696 +62%
Citigroup
15
Citigroup
New York
$5.03M -$62.2K -4,776 -1%
SFI
16
SPC Financial Inc
Maryland
$4.58M -$6.25K -480 -0.1%
USAA
17
United Services Automobile Association
Texas
$4.22M – – –
BTS
18
BB&T Securities
Virginia
$4.2M +$8.99K +690 +2%
SG Americas Securities
19
SG Americas Securities
New York
$4.16M +$4.07M +312,432 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.53M +$812K +62,352 +31%
BG
21
BlackRock Group
United Kingdom
$3.49M +$3.41M +261,378 +27,572%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.39M -$325K -24,930 -9%
DS
23
DRW Securities
Illinois
$3.03M +$2.86M +219,354 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.35M -$12.7M -972,090 -85%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.12M +$686K +52,614 +49%
1
2 3 4

IGM Hedge Fund Activity: Q3 2013 in Review

75 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2013, worth a combined $262M — up 6% from $247M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IGM and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 28 added.

The largest buyer was Bank of America, adding an estimated $5.46M. The largest seller was Susquehanna International Group, cutting an estimated $12.7M.

  • 75 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2013, down from 76 in Q2 2013.
  • Funds reported $262M of iShares Expanded Tech Sector ETF stock for Q3 2013, up 6% quarter-over-quarter.
  • 6 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2013 and 7 closed out, a net change of -1 holder.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2013 was Bank of America, an estimated $5.46M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2013 was Susquehanna International Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2013.