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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

338 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
NFC
3
Northeast Financial Consultants
Connecticut
$6.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.1M
5
LPL Financial
5
LPL Financial
California
$63.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$104M
3
EH
3
Equitable Holdings
New York
$181M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
IEQ Capital
California
$305K -$172 -2 -0.1%
OC
227
Oppenheimer & Co
New York
$303K -$47.6K -552 -14%
BF
228
Blankinship & Foster
California
$301K -$111K -1,290 -27%
UCFA
229
United Capital Financial Advisors
Texas
$299K +$299K +3,474 New
GWM
230
Geneos Wealth Management
Colorado
$297K – – –
CIA
231
Concurrent Investment Advisors
Florida
$297K +$15.9K +184 +6%
NF
232
Norwood Financial
Pennsylvania
$295K – – –
CW
233
Channel Wealth
California
$293K – – –
TFM
234
TFC Financial Management
Massachusetts
$277K – – –
SC
235
Savant Capital
Illinois
$274K +$172 +2 +0.1%
PI
236
PFG Investments
New York
$270K +$9.14K +106 +3%
IAIM
237
International Assets Investment Management
Florida
$266K -$19.9K -230 -7%
ATPW
238
Ashton Thomas Private Wealth
Arizona
$261K – – –
LA
239
LM Advisors
California
$259K – – –
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K -$10.3K -120 -4%
DWM
241
Dakota Wealth Management
Florida
$259K – – –
WAM
242
WNY Asset Management
New York
$259K – – –
FAIM
243
Financial Advocates Investment Management
Washington
$254K +$172 +2 +0.1%
CL
244
Choreo LLC
Illinois
$252K – – –
WCWM
245
Willow Creek Wealth Management
California
$247K – – –
WIM
246
Westside Investment Management
California
$244K – – –
HF
247
HRT Financial
New York
$244K +$244K +2,840 New
SQA
248
Simon Quick Advisors
New Jersey
$242K -$207K -2,401 -46%
HGWM
249
Horst & Graben Wealth Management
Oregon
$230K +$230K +2,673 New
BFG
250
Beacon Financial Group
Texas
$230K -$6.21K -72 -3%
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