We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
226
Pittenger & Anderson Inc
Nebraska
$18K
MPCG
227
Matrix Private Capital Group
New York
$17K -$49K -930 -72%
CAAS
228
Capital Asset Advisory Services
Michigan
$17K -$23.4K -444 -55%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$15K
HS
230
Horan Securities
United States
$15K
SC
231
Stephens Consulting
Michigan
$14.7K -$19.9K -378 -54%
FHA
232
First Horizon Advisors
Tennessee
$14K -$24.7K -468 -60%
AF
233
Allworth Financial
California
$14K
GT
234
Glenmede Trust
Pennsylvania
$14K
HIA
235
Harbor Investment Advisory
Maryland
$14K +$4.43K +84 +40%
SWM
236
Spire Wealth Management
Virginia
$12K -$9.17K -174 -40%
IWP
237
IAG Wealth Partners
Wisconsin
$12K
KFI
238
Key Financial Inc
Pennsylvania
$12K
ADL
239
Asset Dedication LLC
California
$11K +$12.3K +234 New
BWA
240
BDO Wealth Advisors
Florida
$10K
RIA
241
Realta Investment Advisors
Delaware
$10K +$11.7K +222 New
TCWA
242
Ten Capital Wealth Advisors
Washington
$9K
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K
CIAS
244
Capital Investment Advisory Services
North Carolina
$8K
SWM
245
Selective Wealth Management
Virginia
$8K +$8.85K +168 New
AIC
246
Archer Investment Corporation
Indiana
$5.25K
AF
247
Advisornet Financial
Minnesota
$3K
CPA
248
Cardiff Park Advisors
California
$3K
FFA
249
Founders Financial Alliance
North Carolina
$3K
GIA
250
Goodwin Investment Advisory
Georgia
$2K -$68.3K -1,296 -97%

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.