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iShares Expanded Tech Sector ETF

83 hedge funds and large institutions have $289M invested in iShares Expanded Tech Sector ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more funds holding

Funds holding: 7583 (+8)

10% more capital invested

Capital invested by funds: $262M → $289M (+$27.2M)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

6% less ownership

Funds ownership: 253.62%247.62% (-6%)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
14
Increased
23
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$31.6M +$2.37M +168,714 +9%
Morgan Stanley
2
Morgan Stanley
New York
$30.7M +$336K +23,982 +1%
DWM
3
Destination Wealth Management
California
$29.2M -$584K -41,628 -2%
Axa
4
Axa
France
$28.5M +$210K +15,000 +0.8%
SG Americas Securities
5
SG Americas Securities
New York
$19.9M +$14.3M +1,018,980 +326%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$19.6M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10M +$1.5M +107,100 +19%
BOS
8
Bingham Osborn & Scarborough
California
$9.52M -$544K -38,814 -6%
Lazard Asset Management
9
Lazard Asset Management
New York
$9.25M -$14.1M -1,006,830 -62%
Wells Fargo
10
Wells Fargo
California
$7.95M +$545K +38,850 +8%
U
11
UBS
Switzerland
$7.81M +$942K +67,206 +15%
BUB
12
BBVA USA Bancshares
Texas
$6.74M +$58.9K +4,200 +0.9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.75M -$14.3K -1,020 -0.3%
WF
14
WealthTrust Fairport
Ohio
$5.49M -$753K -53,676 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.35M +$1.3M +92,976 +35%
SFI
16
SPC Financial Inc
Maryland
$5.08M -$53.8K -3,840 -1%
BTS
17
BB&T Securities
Virginia
$4.93M +$20.6K +1,470 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.26M -$3.53M -252,030 -47%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$4.25M +$1.75M +124,890 +78%
BCI
20
Brinker Capital Investments
Pennsylvania
$3.13M +$1.51M +108,000 +106%
ICMC
21
Intrepid Capital Management (Connecticut)
Connecticut
$2.96M +$2.78M +198,000 New
JP Morgan Chase
22
JP Morgan Chase
New York
$2.76M -$983K -70,134 -28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.44M +$102K +7,278 +5%
PAI
24
Pittenger & Anderson Inc
Nebraska
$2.42M +$75.7K +5,400 +3%
USAA
25
United Services Automobile Association
Texas
$2.38M -$2.22M -158,460 -50%

IGM Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2013, worth a combined $289M — up 10% from $262M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGM positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $14.3M. The largest seller was Lazard Asset Management, cutting an estimated $14.1M.

  • 83 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2013, up from 75 in Q3 2013.
  • Funds reported $289M of iShares Expanded Tech Sector ETF stock for Q4 2013, up 10% quarter-over-quarter.
  • 14 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2013 and 4 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2013 was SG Americas Securities, an estimated $14.3M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2013 was Lazard Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2013.