We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,970% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $420K

425% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $1.2B → $1.39B (+$186M)

14% more funds holding

Funds holding: 213 → 242 (+29)

1.87% less ownership

Funds ownership: 264.63% → 262.76% (-1.9%)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

41% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 79

Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.28%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$13.6M
2
BJ
Brouwer & Janachowski
California
+$11.7M
3
AWM
Apollon Wealth Management
South Carolina
+$10.9M
4
CTI
Community Trust & Investment
Kentucky
+$6.46M
5
MWM
Meridian Wealth Management
Kentucky
+$5.61M

Top Sellers

1
SFS
Strategic Financial Services
New York
-$9.84M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.44M
3
CS
Credit Suisse
Switzerland
-$3.86M
4
UBS Group
UBS Group
Switzerland
-$3.13M
5
Bank of America
Bank of America
North Carolina
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1
Equitable Holdings
New York
$172M +$953K +17,400 +0.6%
Bank of America
2
Bank of America
North Carolina
$161M -$2.45M -44,700 -2%
Morgan Stanley
3
Morgan Stanley
New York
$95.7M +$5.12M +93,408 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$71.5M +$204K +3,720 +0.3%
DWM
5
Destination Wealth Management
California
$62.6M -$1.66M -30,288 -3%
SEIA
6
Signature Estate & Investment Advisors
California
$56.7M -$1.08M -19,692 -2%
BJ
7
Brouwer & Janachowski
California
$55.4M +$11.7M +213,906 +29%
JWM
8
JGP Wealth Management
Oregon
$42.3M +$436K +7,968 +1%
SCA
9
Stuart Chaussee & Associates
California
$40.2M +$306K +5,586 +0.8%
UBS Group
10
UBS Group
Switzerland
$34.2M -$3.13M -57,108 -9%
Wells Fargo
11
Wells Fargo
California
$29.1M +$1.11M +20,190 +4%
Goldman Sachs
12
Goldman Sachs
New York
$24.5M +$32.5K +594 +0.1%
RJA
13
Raymond James & Associates
Florida
$22.7M +$13.6M +248,940 +177%
LPL Financial
14
LPL Financial
California
$22.5M -$136K -2,490 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$22.1M -$515K -9,402 -2%
BDWM
16
Brewin Dolphin Wealth Management
Ireland
$21.8M -$313K -5,712 -2%
TIA
17
Traphagen Investment Advisors
New Jersey
$21.1M -$493K -8,994 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19.7M -$462K -8,430 -2%
Ameriprise
19
Ameriprise
Minnesota
$16.9M +$124K +2,262 +0.8%
SFS
20
Strategic Financial Services
New York
$13.9M -$9.84M -179,736 -43%
Truist Financial
21
Truist Financial
North Carolina
$12.7M -$458K -8,364 -4%
SI
22
Stephens Inc
Arkansas
$12.4M -$502K -9,174 -4%
MC
23
Mathes Company
New York
$12.2M -$34.5K -630 -0.3%
AWM
24
Apollon Wealth Management
South Carolina
$11.6M +$10.9M +198,792 New
BOS
25
Bingham Osborn & Scarborough
California
$11.1M -$1.16M -21,210 -10%
1
2 3 4 5

IGM Hedge Fund Activity: Q4 2020 in Review

242 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2020, worth a combined $1.39B — up 15% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IGM positions and 8 closed out — a net gain of 34 holders — while 47 added to existing stakes and 79 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $13.6M. The largest seller was Strategic Financial Services, cutting an estimated $9.84M.

  • 242 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $1.39B of iShares Expanded Tech Sector ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 42 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2020 and 8 closed out, a net change of +34 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2020 was Raymond James & Associates, an estimated $13.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2020 was Strategic Financial Services, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2020.