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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
GAG
1
GM Advisory Group
New York
$47.8M
2
KFS
2
Kelly Financial Services
Massachusetts
$29M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.38M
5
HB
5
Homrich & Berg
Georgia
$6.71M

Top Sellers

1
JWM
1
JGP Wealth Management
Oregon
$443K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$58.7M
3
SCA
3
Stuart Chaussee & Associates
California
$18.8M
4
SFS
4
Strategic Financial Services
New York
$2.73M
5
EH
5
Equitable Holdings
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
226
Independence Bank of Kentucky
Kentucky
$65K – – –
PB
227
Pinnacle Bancorp
Nebraska
$49K – – –
IA
228
IFP Advisors
Florida
$45K -$19.9K -300 -31%
Barclays
229
Barclays
United Kingdom
$45K +$45K +672 New
PWA
230
Phoenix Wealth Advisors
North Carolina
$37K – – –
MAM
231
McCarthy Asset Management
California
$31K – – –
BCWM
232
Bartlett & Co Wealth Management
Ohio
$30.3K – – –
BC
233
Bartlett & Co
Ohio
$30K – – –
AWM
234
Atticus Wealth Management
Florida
$30K – – –
TCWA
235
Ten Capital Wealth Advisors
Washington
$30K +$30K +450 New
CAL
236
Capital Analysts LLC
Pennsylvania
$29K – – –
RIM
237
Rockbridge Investment Management
New York
$24K – – –
HS
238
Horan Securities
United States
$22K – – –
AF
239
Allworth Financial
California
$21K +$21K +306 New
William Blair & Company
240
William Blair & Company
Illinois
$20K – – –
RFA
241
Reilly Financial Advisors
California
$19K – – –
SFSIG
242
San Francisco Sentry Investment Group
California
$19K – – –
PWM
243
Provident Wealth Management
Tennessee
$18K -$623K -9,348 -97%
CIAS
244
Capital Investment Advisory Services
North Carolina
$18K – – –
BAM
245
Baldrige Asset Management
Pennsylvania
$18K +$18K +264 New
IWP
246
IAG Wealth Partners
Wisconsin
$17K – – –
ADL
247
Asset Dedication LLC
California
$16K +$16K +234 New
BWA
248
BDO Wealth Advisors
Florida
$14K – – –
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$14K +$14K +210 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$13K +$13K +198 New
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10
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