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iShares Expanded Tech Sector ETF
IGM

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

3,036% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $889K

782.55% more ownership

Funds ownership: 260.57% → 1,043.12% (+783%)

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

10% more funds holding

Funds holding: 241 → 264 (+23)

6% more capital invested

Capital invested by funds: $1.4B → $1.48B (+$86.3M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.6%
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
KFS
Kelly Financial Services
Massachusetts
+$4.46B
2
GAG
GM Advisory Group
New York
+$44.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.77M
5
HB
Homrich & Berg
Georgia
+$1.58M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
-$43.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.1M
3
SCA
Stuart Chaussee & Associates
California
-$26M
4
SFS
Strategic Financial Services
New York
-$7.56M
5
EH
Equitable Holdings
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
226
Independence Bank of Kentucky
Kentucky
$65K – – –
PB
227
Pinnacle Bancorp
Nebraska
$49K – – –
IA
228
IFP Advisors
Florida
$45K -$19.1K -300 -31%
Barclays
229
Barclays
United Kingdom
$45K +$42.8K +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 – – –
AWM
233
Atticus Wealth Management
Florida
$30K – – –
BC
234
Bartlett & Co
Ohio
$30K – – –
TCWA
235
Ten Capital Wealth Advisors
Washington
$30K +$28.7K +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 +$19.5K +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 -$595K -9,348 -97%
CIAS
244
Capital Investment Advisory Services
North Carolina
$18K – – –
BAM
245
Baldrige Asset Management
Pennsylvania
$18K +$16.8K +264 New
IWP
246
IAG Wealth Partners
Wisconsin
$17K – – –
ADL
247
Asset Dedication LLC
California
$16K +$14.9K +234 New
BWA
248
BDO Wealth Advisors
Florida
$14K – – –
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$14K +$13.4K +210 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$13K +$12.6K +198 New
8 9
10
11 12

IGM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2021, worth a combined $1.48B — up 6.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 14 closed out — a net gain of 26 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $4.46B. The largest seller was JGP Wealth Management, cutting an estimated $43.8M.

  • 264 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $4.46B added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2021 was JGP Wealth Management, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2021.