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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$123M
2
GAG
2
GM Advisory Group
New York
$15.1M
3
Cerity Partners
3
Cerity Partners
New York
$67.5M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.21M
5
EWA
5
EP Wealth Advisors
California
$3.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.6M
2
EH
2
Equitable Holdings
New York
$139M
3
Bank of America
3
Bank of America
North Carolina
$135M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.5M
5
UBS Group
5
UBS Group
Switzerland
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$36.6K +$36.6K +648 New
CT
227
Cambridge Trust
Massachusetts
$35.6K – – –
HBW
228
Hazlett, Burt & Watson
West Virginia
$34K – – –
YDMI
229
Y.D. More Investments
Israel
$33.9K – – –
MTIC
230
Missouri Trust & Investment Company
Missouri
$33.9K – – –
CSC
231
Caldwell Sutter Capital
California
$33.9K +$33.9K +600 New
William Blair & Company
232
William Blair & Company
Illinois
$27.1K – – –
CWP
233
Concord Wealth Partners
Virginia
$25.6K +$5.12K +90 +25%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$25.4K – – –
AWM
235
Atticus Wealth Management
Florida
$25.1K – – –
BC
236
Bartlett & Co
Ohio
$25K – – –
AFG
237
Albion Financial Group
Utah
$23.8K -$35.6K -630 -60%
PAI
238
Pittenger & Anderson Inc
Nebraska
$22.1K – – –
MPCG
239
Matrix Private Capital Group
New York
$20.4K – – –
HS
240
Horan Securities
United States
$18.8K – – –
RWPA
241
Richard W. Paul & Associates
Michigan
$18K – – –
AF
242
Allworth Financial
California
$17.4K – – –
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$16.6K +$365 +6,462 +2%
KFI
244
Key Financial Inc
Pennsylvania
$14.6K – – –
IWP
245
IAG Wealth Partners
Wisconsin
$14.3K – – –
CTA
246
Colonial Trust Advisors
South Carolina
$13.6K – – –
ADL
247
Asset Dedication LLC
California
$13K – – –
CIAS
248
Capital Investment Advisory Services
North Carolina
$12.6K – – –
BWA
249
BDO Wealth Advisors
Florida
$11.9K – – –
IA
250
IFP Advisors
Florida
$9.81K -$34.1K -1,044 -78%
8 9
10
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