iShares Expanded Tech Sector ETF
123 hedge funds and large institutions have $540M invested in iShares Expanded Tech Sector ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 116 → 123 (+7)
0% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 35
2% less capital invested
Capital invested by funds: $553M → $540M (-$12.7M)
12.6% less ownership
Funds ownership: 273.64% → 261.05% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.06M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$61.8M |
| 2 |
Morgan Stanley
New York
|
-$7.43M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.2M |
| 4 |
Goldman Sachs
New York
|
-$6.98M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$6.18M |
IGM Hedge Fund Activity: Q4 2017 in Review
123 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2017, worth a combined $540M — down 2.3% from $553M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IGM positions and 12 closed out — a net gain of 8 holders — while 35 added to existing stakes and 35 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.58M. The largest seller was Bank of Montreal, cutting an estimated $61.8M.
- 123 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2017, up from 116 in Q3 2017.
- Funds reported $540M of iShares Expanded Tech Sector ETF stock for Q4 2017, down 2.3% quarter-over-quarter.
- 20 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2017 and 12 closed out, a net change of +8 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q4 2017 was Raymond James Financial Services Advisors, an estimated $4.58M added.
- The largest iShares Expanded Tech Sector ETF seller in Q4 2017 was Bank of Montreal, an estimated $61.8M sold.
Based on aggregated 13F filings for Q4 2017.