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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
226
Elevation Wealth Partners
California
$183K – – –
BAAM
227
Baker Avenue Asset Management
California
$173K -$25.9K -396 -13%
BONH
228
Bank of New Hampshire
New Hampshire
$169K – – –
HNB
229
Huntington National Bank
Ohio
$164K -$273K – –
CNBTD
230
Citizens National Bank Trust Department
Mississippi
$125K -$62.9K -960 -33%
WT
231
Whittier Trust
California
$120K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$114K +$106K +1,620 +1,421%
AA
233
Ancora Advisors
Ohio
$87.7K – – –
BWP
234
Baldwin Wealth Partners
Massachusetts
$83.3K – – –
BWL
235
Bogart Wealth LLC
Virginia
$79K – – –
TWC
236
TD Waterhouse Canada
Ontario, Canada
$78.6K -$9.98K -150 -11%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$78.2K +$78.2K +1,194 New
KFS
238
Kelly Financial Services
Massachusetts
$76.3K -$16.1K -246 -17%
MA
239
Montag & Associates
Georgia
$73.5K – – –
RFA
240
Resurgent Financial Advisors
Georgia
$73.5K +$73.5K +1,122 New
FA
241
Fiduciary Alliance
South Carolina
$73.5K +$73.5K +1,122 New
CA
242
Centerpoint Advisors
Massachusetts
$65K – – –
CAL
243
Capital Analysts LLC
Pennsylvania
$65K +$2.74K +42 +4%
CT
244
Colonial Trust
South Carolina
$64.8K – – –
IBOK
245
Independence Bank of Kentucky
Kentucky
$62.9K – – –
LFA
246
LGT Financial Advisors
Texas
$58.9K +$58.9K +900 New
CIA
247
Cape Investment Advisory
Georgia
$58.1K – – –
EWA
248
EverSource Wealth Advisors
Alabama
$50.7K – – –
IRC
249
Investors Research Corp
Georgia
$48.7K – – –
AWM
250
Avior Wealth Management
Nebraska
$48.3K +$48.3K +738 New
8 9
10
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