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iShares Expanded Tech Sector ETF
IGM

320 hedge funds and large institutions have $1.93B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48,800% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $3K

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

42.74% more ownership

Funds ownership: 264.04% → 306.77% (+43%)

39% more capital invested

Capital invested by funds: $1.38B → $1.93B (+$544M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

13% more funds holding

Funds holding: 283 → 320 (+37)

Holders
320
Holders Change
+37
Holders Change %
+13.07%
% of All Funds
4.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
56
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Cerity Partners
Cerity Partners
New York
+$61.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$26.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$24.7M
5
SW
SteelPeak Wealth
California
+$9.31M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$9.74M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.46M
3
AWM
AE Wealth Management
Kansas
-$4.84M
4
MWM
Meridian Wealth Management
Kentucky
-$4.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
226
Channel Wealth
California
$254K +$9.85K +144 +4%
IAIM
227
International Assets Investment Management
Florida
$246K +$225K +3,294 New
CIA
228
Concurrent Investment Advisors
Florida
$244K +$223K +3,264 New
TFM
229
TFC Financial Management
Massachusetts
$240K – – –
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$238K +$218K +3,192 New
SC
231
Savant Capital
Illinois
$237K +$410 +6 +0.2%
GVAG
232
Great Valley Advisor Group
Delaware
$234K +$214K +3,126 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K – – –
PI
234
PFG Investments
New York
$226K +$207K +3,030 New
ATPW
235
Ashton Thomas Private Wealth
Arizona
$226K +$207K +3,030 New
DWM
236
Dakota Wealth Management
Florida
$224K +$205K +3,000 New
LA
237
LM Advisors
California
$224K +$205K +3,000 New
WAM
238
WNY Asset Management
New York
$224K +$205K +3,000 New
SCA
239
Snowden Capital Advisors
New York
$223K +$204K +2,982 New
TFS
240
Thoroughbred Financial Services
Tennessee
$222K +$203K +2,976 New
FAIM
241
Financial Advocates Investment Management
Washington
$220K +$201K +2,946 New
CL
242
Choreo LLC
Illinois
$218K -$75.9K -1,110 -28%
EA
243
Everpar Advisors
Oklahoma
$218K +$200K +2,922 New
WCWM
244
Willow Creek Wealth Management
California
$214K +$196K +2,862 New
WIM
245
Westside Investment Management
California
$212K – – –
GIA
246
Gladstone Institutional Advisory
Florida
$211K +$193K +2,820 New
BFG
247
Beacon Financial Group
Texas
$205K +$187K +2,742 New
BONH
248
Bank of New Hampshire
New Hampshire
$193K – – –
EWP
249
Elevation Wealth Partners
California
$178K – – –
CNBTD
250
Citizens National Bank Trust Department
Mississippi
$143K – – –
8 9
10
11 12

IGM Hedge Fund Activity: Q4 2023 in Review

320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2023, worth a combined $1.93B — up 39% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGM positions and 13 closed out — a net gain of 43 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was Wolverine Trading, exiting entirely with an estimated $9.74M sold.

  • 320 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $1.93B of iShares Expanded Tech Sector ETF stock for Q4 2023, up 39% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2023 and 13 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2023 was Wolverine Trading, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2023.