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iShares Expanded Tech Sector ETF

116 hedge funds and large institutions have $553M invested in iShares Expanded Tech Sector ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27.56% more ownership

Funds ownership: 246.08%273.64% (+28%)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $488M → $553M (+$64.2M)

7% more funds holding

Funds holding: 108116 (+8)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

99% less call options, than puts

Call options by funds: $26K | Put options by funds: $4.04M

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
17
Increased
31
Reduced
35
Closed
8
Calls
$26K
Puts
$4.04M
Net Calls
-$4.02M
Net Calls Change
-$4.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$95.5M +$3.78M +149,496 +4%
Axa
2
Axa
France
$63.8M
Bank of America
3
Bank of America
North Carolina
$53.5M +$3.27M +129,624 +7%
DWM
4
Destination Wealth Management
California
$42.6M -$783K -31,014 -2%
Morgan Stanley
5
Morgan Stanley
New York
$39.8M +$9.09K +360 +0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$37.6M +$1.89M +74,832 +5%
SEIA
7
Signature Estate & Investment Advisors
California
$31.4M -$560K -22,170 -2%
Goldman Sachs
8
Goldman Sachs
New York
$26.7M +$10.7M +424,608 +70%
UBS Group
9
UBS Group
Switzerland
$23M -$733K -29,016 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12M +$45.9K +1,818 +0.4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.07M -$997K -39,474 -11%
BOS
12
Bingham Osborn & Scarborough
California
$8.04M -$350K -13,872 -4%
Lazard Asset Management
13
Lazard Asset Management
New York
$7.41M
Wells Fargo
14
Wells Fargo
California
$7.12M -$494K -19,542 -7%
TSS
15
Two Sigma Securities
New York
$6.18M +$6.03M +238,758 New
MC
16
Mathes Company
New York
$6.03M +$273K +10,800 +5%
BCSB
17
Bristol County Savings Bank
Massachusetts
$5.8M +$5.66M +224,058 New
LPL Financial
18
LPL Financial
California
$5.04M +$135K +5,358 +3%
TLIC
19
Thai Life Insurance Company
Thailand
$4.19M
ACM
20
Aviance Capital Management
Florida
$3.93M -$192K -7,596 -5%
B
21
Bailard
California
$3.87M -$152K -6,006 -4%
PAI
22
Pittenger & Anderson Inc
Nebraska
$3.48M -$10.9K -432 -0.3%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21M +$142K +5,610 +5%
Ameriprise
24
Ameriprise
Minnesota
$3.19M +$301K +11,916 +11%
CS
25
Credit Suisse
Switzerland
$3.02M +$136K +5,388 +5%

IGM Hedge Fund Activity: Q3 2017 in Review

116 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2017, worth a combined $553M — up 13% from $488M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGM positions and 8 closed out — a net gain of 9 holders — while 31 added to existing stakes and 35 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.7M. The largest seller was CIBC World Market, exiting entirely with an estimated $4.68M sold.

  • 116 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2017, up from 108 in Q2 2017.
  • Funds reported $553M of iShares Expanded Tech Sector ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2017 and 8 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2017 was Goldman Sachs, an estimated $10.7M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2017 was CIBC World Market, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2017.