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iShares Expanded Tech Sector ETF

196 hedge funds and large institutions have $1.03B invested in iShares Expanded Tech Sector ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

39% more capital invested

Capital invested by funds: $741M → $1.03B (+$288M)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more funds holding

Funds holding: 170196 (+26)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

9.94% less ownership

Funds ownership: 266.46%256.53% (-9.9%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
40
Increased
57
Reduced
52
Closed
13
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$129M +$16.2M +386,232 +16%
EH
2
Equitable Holdings
New York
$94.9M -$504K -12,000 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$83.8M +$432K +10,272 +0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$65.9M -$1.84M -43,674 -3%
DWM
5
Destination Wealth Management
California
$56.1M -$1.87M -44,424 -4%
SEIA
6
Signature Estate & Investment Advisors
California
$48.7M -$2.48M -58,998 -5%
JWM
7
JGP Wealth Management
Oregon
$32.5M +$8.6M +204,534 +44%
SCA
8
Stuart Chaussee & Associates
California
$31.2M +$11.2M +266,322 +66%
UBS Group
9
UBS Group
Switzerland
$31.1M -$4.57M -108,756 -14%
Wells Fargo
10
Wells Fargo
California
$27M +$1.83M +43,446 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$26M -$9.93M -236,286 -30%
SFS
12
Strategic Financial Services
New York
$20.1M +$4.48M +106,704 +33%
LPL Financial
13
LPL Financial
California
$19.5M +$2.7M +64,320 +18%
BJ
14
Brouwer & Janachowski
California
$18.2M +$16.4M +391,218 New
BDWM
15
Brewin Dolphin Wealth Management
Ireland
$15.4M +$13.9M +329,928 +109,976%
TIA
16
Traphagen Investment Advisors
New Jersey
$15.1M +$823K +19,590 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.1M +$2.7M +64,326 +25%
Ameriprise
18
Ameriprise
Minnesota
$13.8M +$461K +10,974 +4%
Goldman Sachs
19
Goldman Sachs
New York
$12.9M -$26.8M -638,100 -70%
RJA
20
Raymond James & Associates
Florida
$12.5M +$6.29M +149,628 +125%
BOS
21
Bingham Osborn & Scarborough
California
$10.5M -$206K -4,908 -2%
SI
22
Stephens Inc
Arkansas
$9.95M -$71.1K -1,692 -0.8%
MC
23
Mathes Company
New York
$9.8M -$298K -7,080 -3%
Truist Financial
24
Truist Financial
North Carolina
$9.32M -$117K -2,778 -1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$8.84M -$890K -21,168 -10%

IGM Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2020, worth a combined $1.03B — up 39% from $741M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 13 closed out — a net gain of 27 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.

  • 196 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.03B of iShares Expanded Tech Sector ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2020 and 13 closed out, a net change of +27 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2020 was Brouwer & Janachowski, an estimated $16.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2020 was Goldman Sachs, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2020.