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iShares Expanded Tech Sector ETF

288 hedge funds and large institutions have $173B invested in iShares Expanded Tech Sector ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,040% more capital invested

Capital invested by funds: $1.56B → $173B (+$172B)

142% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.12M

102.88% more ownership

Funds ownership: 239.4%342.29% (+103%)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

5% more funds holding

Funds holding: 273288 (+15)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
288
Holders Change
+15
Holders Change %
+5.49%
% of All Funds
4.54%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
50
Increased
76
Reduced
80
Closed
31
Calls
$7.54M
Puts
$3.12M
Net Calls
+$4.42M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
SOA Wealth Advisors
New York
$209K +$209K +3,240 New
HBW
227
Hazlett, Burt & Watson
West Virginia
$204K +$203K +3,156 New
HIP
228
Harrell Investment Partners
Texas
$201K +$200K +3,108 New
PCA
229
Providence Capital Advisors
North Carolina
$200K +$199K +3,084 New
CNBTD
230
Citizens National Bank Trust Department
Mississippi
$196K
GFPC
231
Global Financial Private Client
Florida
$187K
TFS
232
TrustCore Financial Services
Tennessee
$178K +$177K +2,748 New
NF
233
Norwood Financial
Pennsylvania
$167K +$9.66K +150 +6%
BlackRock
234
BlackRock
New York
$137K -$68K -1,056 -33%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$114K +1,776 +1,287%
WT
236
Whittier Trust
California
$119K
AF
237
Advisornet Financial
Minnesota
$116K +$8.11K +126 +8%
KFS
238
Kelly Financial Services
Massachusetts
$99.1K -$10.3M -160,422 -99%
HWA
239
Heritage Wealth Advisors
Virginia
$99K
S
240
SignatureFD
Georgia
$98K +$97.3K +1,512 New
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$93K +$92.7K +1,440 New
AA
242
Ancora Advisors
Ohio
$88K +$28.2K +438 +48%
TFM
243
TFC Financial Management
Massachusetts
$87K -$143K -2,220 -62%
MAM
244
Meeder Asset Management
Ohio
$84K +$386 +6 +0.5%
CI
245
Carroll Investors
South Carolina
$84K +$85K +1,320 New
BWP
246
Baldwin Wealth Partners
Massachusetts
$82K
MPCG
247
Matrix Private Capital Group
New York
$80K +$386 +6 +0.5%
BWL
248
Bogart Wealth LLC
Virginia
$78K
AFG
249
Albion Financial Group
Utah
$68K
IBOK
250
Independence Bank of Kentucky
Kentucky
$62K

IGM Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2022, worth a combined $173B — up 11,040% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 31 closed out — a net gain of 19 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $237M. The largest seller was GM Advisory Group, cutting an estimated $39.7M.

  • 288 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2022, up from 273 in Q4 2021.
  • Funds reported $173B of iShares Expanded Tech Sector ETF stock for Q1 2022, up 11,040% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2022 and 31 closed out, a net change of +19 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $237M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2022 was GM Advisory Group, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2022.