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iShares Expanded Tech Sector ETF
IGM

153 hedge funds and large institutions have $677M invested in iShares Expanded Tech Sector ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $659M → $677M (+$18.1M)

0% more funds holding

Funds holding: 153 → 153 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.96% less ownership

Funds ownership: 248.01% → 247.05% (-0.96%)

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
50
Reduced
38
Closed
15
Calls
$993K
Puts
–
Net Calls
+$993K
Net Calls Change
+$1.24M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.44M
2
SCP
Syntal Capital Partners
Texas
+$3.89M
3
CS
Credit Suisse
Switzerland
+$2.68M
4
Bank of America
Bank of America
North Carolina
+$2.06M
5
PS
Portfolio Strategies
New York
+$2.01M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$21.2M
2
Wells Fargo
Wells Fargo
California
-$3.28M
3
DWM
Destination Wealth Management
California
-$2M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$95M +$2.06M +58,176 +2%
Axa
2
Axa
France
$78.4M -$1.48M -42,000 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$53M +$632K +17,886 +1%
DWM
4
Destination Wealth Management
California
$47.7M -$2M -56,706 -4%
Goldman Sachs
5
Goldman Sachs
New York
$42.9M +$4.44M +125,592 +12%
SEIA
6
Signature Estate & Investment Advisors
California
$42.4M +$733K +20,742 +2%
Morgan Stanley
7
Morgan Stanley
New York
$42.2M +$1.96M +55,392 +5%
UBS Group
8
UBS Group
Switzerland
$31.1M +$1.48M +41,772 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$20.3M +$361K +10,224 +2%
Wells Fargo
10
Wells Fargo
California
$15.5M -$3.28M -92,766 -18%
Deutsche Bank
11
Deutsche Bank
Germany
$13.2M -$21.2M -600,000 -62%
LPL Financial
12
LPL Financial
California
$9.48M +$303K +8,568 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.1M +$404K +11,418 +5%
BOS
14
Bingham Osborn & Scarborough
California
$8.81M -$170K -4,812 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.63M -$137K -3,876 -2%
MC
16
Mathes Company
New York
$7.88M -$191K -5,400 -2%
B
17
Bailard
California
$6.95M +$541K +15,318 +9%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$6.42M -$192K -5,418 -3%
RJA
19
Raymond James & Associates
Florida
$5.77M -$2.33K -66 -0%
Lazard Asset Management
20
Lazard Asset Management
New York
$5.49M +$1.27K +36 +0%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5.44M – – –
WLIM
22
White Lighthouse Investment Management
Massachusetts
$5.28M -$143K -4,050 -3%
Ameriprise
23
Ameriprise
Minnesota
$5.15M +$278K +7,878 +6%
PAI
24
Pittenger & Anderson Inc
Nebraska
$4.71M – – –
MIAN
25
Mariner Independent Advisor Network
Kansas
$4.37M +$1.95M +55,266 +85%
1
2 3 4 5

IGM Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2019, worth a combined $677M — up 2.7% from $659M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGM positions and 15 closed out — a net gain of 4 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.44M. The largest seller was Deutsche Bank, cutting an estimated $21.2M.

  • 153 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $677M of iShares Expanded Tech Sector ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 19 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2019 and 15 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2019 was Goldman Sachs, an estimated $4.44M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2019 was Deutsche Bank, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2019.