iShares Expanded Tech Sector ETF
131 hedge funds and large institutions have $619M invested in iShares Expanded Tech Sector ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2% more funds holding
Funds holding: 129 → 131 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 42
12% less capital invested
Capital invested by funds: $700M → $619M (-$81.2M)
30.32% less ownership
Funds ownership: 287.14% → 256.83% (-30%)
35% less call options, than puts
Call options by funds: $2.2M | Put options by funds: $3.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.19M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.46M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.72M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.71M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$123M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.74M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$4.81M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$3.86M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.77M |
IGM Hedge Fund Activity: Q2 2018 in Review
131 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2018, worth a combined $619M — down 12% from $700M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IGM positions and 8 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.19M. The largest seller was Bank of Montreal, cutting an estimated $123M.
- 131 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2018, up from 129 in Q1 2018.
- Funds reported $619M of iShares Expanded Tech Sector ETF stock for Q2 2018, down 12% quarter-over-quarter.
- 10 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2018 and 8 closed out, a net change of +2 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q2 2018 was Morgan Stanley, an estimated $9.19M added.
- The largest iShares Expanded Tech Sector ETF seller in Q2 2018 was Bank of Montreal, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2018.