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iShares Expanded Tech Sector ETF

157 hedge funds and large institutions have $704M invested in iShares Expanded Tech Sector ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8.13% more ownership

Funds ownership: 247.05%255.18% (+8.1%)

3% more funds holding

Funds holding: 153157 (+4)

4% more capital invested

Capital invested by funds: $677M → $704M (+$27M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
39
Reduced
42
Closed
13
Calls
$826K
Puts
Net Calls
+$826K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$90.5M -$5.08M -138,918 -5%
Axa
2
Axa
France
$78.4M -$592K -16,200 -0.7%
SEIA
3
Signature Estate & Investment Advisors
California
$56.3M +$13.8M +376,998 +32%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52M -$1.37M -37,392 -3%
DWM
5
Destination Wealth Management
California
$48.1M +$92.4K +2,526 +0.2%
Goldman Sachs
6
Goldman Sachs
New York
$46.7M +$3.63M +99,132 +8%
Morgan Stanley
7
Morgan Stanley
New York
$43M +$552K +15,108 +1%
UBS Group
8
UBS Group
Switzerland
$30.1M -$1.21M -33,012 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$20.4M -$78.8K -2,154 -0.4%
Wells Fargo
10
Wells Fargo
California
$17M +$1.42M +38,748 +9%
CS
11
Credit Suisse
Switzerland
$16.5M +$13.9M +381,330 +503%
LPL Financial
12
LPL Financial
California
$11.9M +$2.42M +66,282 +25%
Jane Street
13
Jane Street
New York
$10.3M +$8.31M +227,118 +397%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.19M +$29.4K +804 +0.3%
BOS
15
Bingham Osborn & Scarborough
California
$8.84M -$19.3K -528 -0.2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$8.46M -$233K -6,360 -3%
MC
17
Mathes Company
New York
$7.99M +$56K +1,530 +0.7%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$7.77M +$1.33M +36,288 +20%
B
19
Bailard
California
$6.98M -$11.8K -324 -0.2%
Ameriprise
20
Ameriprise
Minnesota
$5.98M +$822K +22,482 +16%
RJA
21
Raymond James & Associates
Florida
$5.8M -$5.27K -144 -0.1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$5.44M
WLIM
23
White Lighthouse Investment Management
Massachusetts
$5.08M -$230K -6,282 -4%
PAI
24
Pittenger & Anderson Inc
Nebraska
$4.74M
MIAN
25
Mariner Independent Advisor Network
Kansas
$4.36M +$58.1K +1,590 +1%

IGM Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2019, worth a combined $704M — up 4% from $677M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGM positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.9M. The largest seller was Deutsche Bank, cutting an estimated $10.9M.

  • 157 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $704M of iShares Expanded Tech Sector ETF stock for Q3 2019, up 4% quarter-over-quarter.
  • 18 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2019 and 13 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2019 was Credit Suisse, an estimated $13.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2019 was Deutsche Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.