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iShares Expanded Tech Sector ETF

213 hedge funds and large institutions have $1.2B invested in iShares Expanded Tech Sector ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,357% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $1.02M

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

17% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$174M)

9% more funds holding

Funds holding: 196213 (+17)

8.1% more ownership

Funds ownership: 256.53%264.63% (+8.1%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
4.3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
32
Increased
50
Reduced
65
Closed
14
Calls
$25.1M
Puts
$1.02M
Net Calls
+$24.1M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$151M +$45.1M +894,162 +44%
Bank of America
2
Bank of America
North Carolina
$144M +$1.77M +35,148 +1%
Morgan Stanley
3
Morgan Stanley
New York
$79.7M -$12.9M -255,096 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$63M -$9.74M -193,038 -14%
DWM
5
Destination Wealth Management
California
$56.8M -$5.16M -102,216 -8%
SEIA
6
Signature Estate & Investment Advisors
California
$51.1M -$2.74M -54,240 -5%
BJ
7
Brouwer & Janachowski
California
$37.9M +$17.4M +344,652 +88%
JWM
8
JGP Wealth Management
Oregon
$35.7M +$682K +13,524 +2%
SCA
9
Stuart Chaussee & Associates
California
$35.2M +$657K +13,032 +2%
UBS Group
10
UBS Group
Switzerland
$33.1M -$1.33M -26,400 -4%
Wells Fargo
11
Wells Fargo
California
$24.6M -$5.19M -102,870 -18%
Goldman Sachs
12
Goldman Sachs
New York
$21.6M +$7.16M +141,882 +51%
SFS
13
Strategic Financial Services
New York
$21.6M -$626K -12,414 -3%
LPL Financial
14
LPL Financial
California
$20M -$1.53M -30,240 -7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20M -$8.62M -170,898 -31%
BDWM
16
Brewin Dolphin Wealth Management
Ireland
$19.6M +$2.52M +49,986 +15%
TIA
17
Traphagen Investment Advisors
New Jersey
$19.1M +$2.29M +45,402 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$17.9M +$1.15M +22,728 +7%
Ameriprise
19
Ameriprise
Minnesota
$14.9M -$522K -10,338 -3%
Truist Financial
20
Truist Financial
North Carolina
$11.6M +$1.28M +25,320 +13%
SI
21
Stephens Inc
Arkansas
$11.4M +$372K +7,368 +3%
BOS
22
Bingham Osborn & Scarborough
California
$10.9M -$749K -14,856 -7%
MC
23
Mathes Company
New York
$10.9M
KFS
24
Kelly Financial Services
Massachusetts
$9.95M +$6.48M +128,502 +199%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.81M +$26.3K +522 +0.3%

IGM Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2020, worth a combined $1.2B — up 17% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGM positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $45.1M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 213 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2020, up from 196 in Q2 2020.
  • Funds reported $1.2B of iShares Expanded Tech Sector ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 32 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2020 and 14 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2020 was Equitable Holdings, an estimated $45.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2020 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2020.