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iShares Expanded Tech Sector ETF

98 hedge funds and large institutions have $442M invested in iShares Expanded Tech Sector ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

49% more capital invested

Capital invested by funds: $296M → $442M (+$146M)

44.37% more ownership

Funds ownership: 229.33%273.7% (+44%)

10% more funds holding

Funds holding: 8998 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
27
Reduced
37
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$91M +$86.7M +4,380,018 +11,703%
Axa
2
Axa
France
$51.5M
Bank of America
3
Bank of America
North Carolina
$37.3M +$2.17M +109,770 +6%
Morgan Stanley
4
Morgan Stanley
New York
$32.8M -$2.37M -119,796 -7%
DWM
5
Destination Wealth Management
California
$32.1M -$270K -13,644 -0.9%
SEIA
6
Signature Estate & Investment Advisors
California
$25.6M -$1.11M -56,064 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.7M -$3.84M -193,818 -18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16M +$8.76M +442,566 +132%
Lazard Asset Management
9
Lazard Asset Management
New York
$13.9M +$13.4M +676,650 New
UBS Group
10
UBS Group
Switzerland
$13.1M +$647K +32,688 +5%
Goldman Sachs
11
Goldman Sachs
New York
$10.3M +$160K +8,082 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.99M +$378K +19,068 +5%
BOS
13
Bingham Osborn & Scarborough
California
$7.3M -$198K -10,002 -3%
MYLI
14
Meiji Yasuda Life Insurance
Japan
$5.93M +$5.7M +288,000 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.64M -$219K -11,076 -4%
Jane Street
16
Jane Street
New York
$4.56M +$1.21M +61,038 +38%
Wells Fargo
17
Wells Fargo
California
$4.51M +$244K +12,306 +6%
TA
18
Tiedemann Advisors
New York
$4.39M +$4.2M +212,202 New
B
19
Bailard
California
$3.37M +$245K +12,360 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.31M -$3.32M -167,670 -51%
CS
21
Credit Suisse
Switzerland
$2.97M -$3.56M -179,832 -56%
PAI
22
Pittenger & Anderson Inc
Nebraska
$2.86M -$253K -12,768 -8%
VEA
23
Virtus ETF Advisers
New York
$2.71M +$2.6M +131,364 New
MC
24
Mathes Company
New York
$2.44M -$35.6K -1,800 -1%
Mariner
25
Mariner
Kansas
$2.15M -$39.7K -2,004 -2%

IGM Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2016, worth a combined $442M — up 49% from $296M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGM positions and 1 closed out — a net gain of 11 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $86.7M. The largest seller was Royal Bank of Canada, cutting an estimated $3.84M.

  • 98 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2016, up from 89 in Q2 2016.
  • Funds reported $442M of iShares Expanded Tech Sector ETF stock for Q3 2016, up 49% quarter-over-quarter.
  • 12 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2016 and 1 closed out, a net change of +11 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2016 was Bank of Montreal, an estimated $86.7M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2016 was Royal Bank of Canada, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2016.