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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$110K +$108K +1,500 New
RI
227
Rinkey Investments
California
$105K +$107K +1,494 New
MAM
228
Meeder Asset Management
Ohio
$94K +$92.7K +1,290 New
BWP
229
Baldwin Wealth Partners
Massachusetts
$93K
CWM
230
Cranbrook Wealth Management
Michigan
$92K
MPCG
231
Matrix Private Capital Group
New York
$90K -$5.17K -72 -6%
BWL
232
Bogart Wealth LLC
Virginia
$88K -$14.7K -204 -14%
AFG
233
Albion Financial Group
Utah
$77K
CFA
234
Carroll Financial Associates
North Carolina
$71K -$803K -11,172 -92%
IBOK
235
Independence Bank of Kentucky
Kentucky
$70K
AA
236
Ancora Advisors
Ohio
$67K +$431 +6 +0.7%
CT
237
Cambridge Trust
Massachusetts
$57K +$55.6K +774 New
IIL
238
Insight Inv LLC
California
$57K +$56.1K +780 New
IA
239
IFP Advisors
Florida
$50K
MTIC
240
Missouri Trust & Investment Company
Missouri
$44K +$43.1K +600 New
FF
241
FourThought Financial
Florida
$39K
MAM
242
McCarthy Asset Management
California
$33K
TCWA
243
Ten Capital Wealth Advisors
Washington
$33K
AWM
244
Atticus Wealth Management
Florida
$32K
CAL
245
Capital Analysts LLC
Pennsylvania
$32K
NFG
246
Next Financial Group
Texas
$29K +$21.1K +294 +272%
CCM
247
Covington Capital Management
California
$27K +$23.7K +330 +917%
RIM
248
Rockbridge Investment Management
New York
$26K
HS
249
Horan Securities
United States
$24K +$23.7K +330 New
GT
250
Glenmede Trust
Pennsylvania
$23K +$22.9K +318 New

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.