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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
21
Increased
62
Reduced
90
Closed
25
Calls
$4.14M
Puts
$4.03M
Net Calls
+$117K
Net Calls Change
-$5.79M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$144M
2
Bank of America
Bank of America
North Carolina
$164M
3
Wolverine Trading
Wolverine Trading
Illinois
$9.74M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$19.8M
5
LPL Financial
LPL Financial
California
$39.8M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$10.6M
2
EH
Equitable Holdings
New York
$145M
3
SW
SteelPeak Wealth
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$19.6M
5
Morgan Stanley
Morgan Stanley
New York
$92.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$117K – – –
HNB
227
Huntington National Bank
Ohio
$112K -$164K – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$93.3K -$17.2K -270 -16%
AA
229
Ancora Advisors
Ohio
$83.4K -$1.91K -30 -2%
BWP
230
Baldwin Wealth Partners
Massachusetts
$81K – – –
HI
231
Harbour Investments
Wisconsin
$80.6K +$80.6K +1,266 New
BWL
232
Bogart Wealth LLC
Virginia
$76.8K – – –
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$76.1K – – –
SS
234
Sunbelt Securities
Texas
$75.4K -$326K -5,106 -81%
RFA
235
Resurgent Financial Advisors
Georgia
$73.8K +$2.29K +36 +3%
MA
236
Montag & Associates
Georgia
$71.6K – – –
CT
237
Colonial Trust
South Carolina
$63.1K – – –
CAL
238
Capital Analysts LLC
Pennsylvania
$63K – – –
IBOK
239
Independence Bank of Kentucky
Kentucky
$61.1K – – –
CIA
240
Cape Investment Advisory
Georgia
$56.6K – – –
TWC
241
TD Waterhouse Canada
Ontario, Canada
$51.7K -$26.6K -402 -34%
KFS
242
Kelly Financial Services
Massachusetts
$50.1K -$24.1K -378 -32%
EWA
243
EverSource Wealth Advisors
Alabama
$48.5K -$764 -12 -2%
HPC
244
HM Payson & Co
Maine
$47.4K +$47.4K +744 New
IRC
245
Investors Research Corp
Georgia
$47.4K – – –
AWM
246
Avior Wealth Management
Nebraska
$47K – – –
FFA
247
Farther Finance Advisors
California
$46.2K +$1.91K +30 +4%
CT
248
Cambridge Trust
Massachusetts
$40.1K – – –
QCG
249
Quadrant Capital Group
Ohio
$39.7K -$2.68K -42 -6%
YDMI
250
Y.D. More Investments
Israel
$38.2K – – –
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