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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

254 hedge funds and large institutions have $1.45B invested in iShares Expanded Tech Sector ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-10
Holders Change %
-3.79%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
15
Increased
71
Reduced
68
Closed
20
Calls
$8.36M
Puts
$2.76M
Net Calls
+$5.6M
Net Calls Change
-$21.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.38M
4
CA
Cetera Advisors
Colorado
$7.76M
5
LPL Financial
LPL Financial
California
$39.8M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$11.1M
2
Goldman Sachs
Goldman Sachs
New York
$10.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.82M
4
UBS Group
UBS Group
Switzerland
$32.7M
5
EH
Equitable Holdings
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Atticus Wealth Management
Florida
$30K – – –
TCWA
227
Ten Capital Wealth Advisors
Washington
$30K – – –
CAL
228
Capital Analysts LLC
Pennsylvania
$29K – – –
WLPWM
229
Walled Lake Planning & Wealth Management
Illinois
$26K +$26K +384 New
RIM
230
Rockbridge Investment Management
New York
$24K – – –
AF
231
Allworth Financial
California
$21K – – –
William Blair & Company
232
William Blair & Company
Illinois
$20K – – –
RFA
233
Reilly Financial Advisors
California
$19K – – –
PWM
234
Provident Wealth Management
Tennessee
$18K – – –
IWP
235
IAG Wealth Partners
Wisconsin
$17K – – –
ADL
236
Asset Dedication LLC
California
$16K – – –
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$14K – – –
BWA
238
BDO Wealth Advisors
Florida
$14K – – –
PFBT
239
Parkside Financial Bank & Trust
Missouri
$13K – – –
TLFA
240
True Link Financial Advisors
California
$13K +$13K +192 New
CIAS
241
Capital Investment Advisory Services
North Carolina
$12K -$6K -90 -33%
BAM
242
Baldrige Asset Management
Pennsylvania
$9K -$9K -132 -50%
MA
243
Montag & Associates
Georgia
$9K – – –
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
AIC
245
Archer Investment Corporation
Indiana
$7.67K – – –
NFG
246
Next Financial Group
Texas
$7K – – –
COCM
247
Charter Oak Capital Management
New Hampshire
$7K – – –
HI
248
Harbour Investments
Wisconsin
$5K – – –
PK
249
Pflug Koory
Nebraska
$5K – – –
FFA
250
Founders Financial Alliance
North Carolina
$5K – – –
7 8 9
10
11