iShares Expanded Tech Sector ETF
170 hedge funds and large institutions have $741M invested in iShares Expanded Tech Sector ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 22 closing their positions.
1,170% more call options, than puts
Call options by funds: $7.99M | Put options by funds: $629K
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
10.94% more ownership
Funds ownership: 255.53% → 266.46% (+11%)
1% more funds holding
Funds holding: 168 → 170 (+2)
4% less capital invested
Capital invested by funds: $775M → $741M (-$33.2M)
28% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.5M |
| 2 |
JWM
JGP Wealth Management
Bend,
Oregon
|
+$18.6M |
| 3 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$16.2M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$13M |
| 5 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.8M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.46M |
| 3 |
EH
Equitable Holdings
New York
|
-$4.06M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$3.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.77M |
IGM Hedge Fund Activity: Q1 2020 in Review
170 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2020, worth a combined $741M — down 4.3% from $775M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IGM positions and 22 closed out — a net gain of 7 holders — while 41 added to existing stakes and 57 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Goldman Sachs, cutting an estimated $17.8M.
- 170 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2020, up from 168 in Q4 2019.
- Funds reported $741M of iShares Expanded Tech Sector ETF stock for Q1 2020, down 4.3% quarter-over-quarter.
- 29 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2020 and 22 closed out, a net change of +7 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q1 2020 was Morgan Stanley, an estimated $23.5M added.
- The largest iShares Expanded Tech Sector ETF seller in Q1 2020 was Goldman Sachs, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2020.