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iShares Expanded Tech Sector ETF

144 hedge funds and large institutions have $571M invested in iShares Expanded Tech Sector ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

3% more funds holding

Funds holding: 140144 (+4)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

19.44% less ownership

Funds ownership: 273.98%254.54% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less capital invested

Capital invested by funds: $774M → $571M (-$203M)

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
36
Reduced
39
Closed
21
Calls
$1.17M
Puts
Net Calls
+$1.17M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$78.6M +$14.8M +479,586 +21%
Axa
2
Axa
France
$65M -$724K -23,400 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$46.3M +$3.93M +127,110 +9%
Morgan Stanley
4
Morgan Stanley
New York
$43.8M +$3.82M +123,588 +9%
DWM
5
Destination Wealth Management
California
$40.2M -$852K -27,546 -2%
SEIA
6
Signature Estate & Investment Advisors
California
$33.3M +$958K +30,978 +3%
Goldman Sachs
7
Goldman Sachs
New York
$30.7M +$8.85M +286,140 +36%
Deutsche Bank
8
Deutsche Bank
Germany
$27.6M
UBS Group
9
UBS Group
Switzerland
$22.4M -$2.58M -83,388 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.9M -$2.37M -76,536 -11%
Wells Fargo
11
Wells Fargo
California
$13.3M +$2.11M +68,286 +17%
CS
12
Credit Suisse
Switzerland
$8.56M +$9.03M +292,176 +4,264%
LPL Financial
13
LPL Financial
California
$7.87M -$2.61M -84,324 -23%
BOS
14
Bingham Osborn & Scarborough
California
$7.67M -$105K -3,396 -1%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$6.98M -$998K -32,262 -12%
MC
16
Mathes Company
New York
$6.44M -$9.28K -300 -0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.69M +$227K +7,326 +4%
Lazard Asset Management
18
Lazard Asset Management
New York
$5.5M +$997K +32,250 +20%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.46M +$5.42M +175,224 +1,131%
RJA
20
Raymond James & Associates
Florida
$5.18M +$1.7M +54,876 +43%
B
21
Bailard
California
$4.63M +$238K +7,698 +5%
WLIM
22
White Lighthouse Investment Management
Massachusetts
$4.43M -$214K -6,924 -4%
Ameriprise
23
Ameriprise
Minnesota
$4.24M -$553K -17,892 -11%
PAI
24
Pittenger & Anderson Inc
Nebraska
$3.8M
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$3.58M -$1.23M -39,762 -24%

IGM Hedge Fund Activity: Q4 2018 in Review

144 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2018, worth a combined $571M — down 26% from $774M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGM positions and 21 closed out — a net gain of 4 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Bank of Montreal, cutting an estimated $86.4M.

  • 144 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2018, up from 140 in Q3 2018.
  • Funds reported $571M of iShares Expanded Tech Sector ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 25 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2018 and 21 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2018 was Bank of America, an estimated $14.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2018 was Bank of Montreal, an estimated $86.4M sold.

Based on aggregated 13F filings for Q4 2018.