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iShares Expanded Tech Sector ETF

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Atticus Wealth Management
Florida
$20.7K +$21.3K +444 New
PAI
227
Pittenger & Anderson Inc
Nebraska
$18.2K
CWP
228
Concord Wealth Partners
Virginia
$16.9K +$17.3K +360 New
MPCG
229
Matrix Private Capital Group
New York
$16.8K
HS
230
Horan Securities
United States
$15.5K
RWPA
231
Richard W. Paul & Associates
Michigan
$14.8K +$15.2K +318 New
AF
232
Allworth Financial
California
$14.4K
KFI
233
Key Financial Inc
Pennsylvania
$11.9K
IWP
234
IAG Wealth Partners
Wisconsin
$11.8K
RIA
235
Realta Investment Advisors
Delaware
$11.5K +$1.15K +24 +11%
CTA
236
Colonial Trust Advisors
South Carolina
$11.2K +$11.5K +240 New
ADL
237
Asset Dedication LLC
California
$11K
CIAS
238
Capital Investment Advisory Services
North Carolina
$10.4K +$2.01K +42 +23%
BWA
239
BDO Wealth Advisors
Florida
$9.8K
CPG
240
Cornerstone Planning Group
New Jersey
$8.5K +$8.34K +174 New
CS
241
Comerica Securities
Michigan
$8.12K +$8.34K +174 New
GT
242
Glenmede Trust
Pennsylvania
$7.84K -$7.19K -150 -47%
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.84K
TCWA
244
Ten Capital Wealth Advisors
Washington
$7.77K -$1.15K -24 -13%
CSWM
245
Cassady Schiller Wealth Management
Ohio
$7.03K +$7.19K +150 New
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$5.32K -$10.1K -210 -65%
AIC
247
Archer Investment Corporation
Indiana
$5.32K
AssetMark Inc
248
AssetMark Inc
California
$4.2K -$7.61M -158,868 -100%
FFA
249
Founders Financial Alliance
North Carolina
$3.38K
CPA
250
Cardiff Park Advisors
California
$3.11K

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.