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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
226
Peoples Bank (Ohio)
Ohio
$372K -$175 -2 -0.1%
HSWM
227
Hubbell Strickland Wealth Management
Louisiana
$371K +$88 +1 +0%
SCA
228
Snowden Capital Advisors
New York
$370K +$88 +1 +0%
PCH
229
PGIM Custom Harvest
New Jersey
$369K +$342K +3,911 New
GA
230
Geller Advisors
New York
$364K -$48.9K -559 -13%
KWA
231
Kingswood Wealth Advisors
California
$361K +$335K +3,830 New
SC
232
Seldon Capital
California
$357K
HVIA
233
Hudson Valley Investment Advisors
New York
$354K -$350K -4,000 -83%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$1.58K +18 +0.5%
PFP
235
Paragon Financial Partners
California
$348K +$88 +1 +0%
AP
236
Advisors Preferred
Maryland
$343K +$158K +1,804 +100%
WANY
237
Wealthspire Advisors (New York)
New York
$340K
IC
238
IEQ Capital
California
$334K
TA
239
TPG Advisors
Illinois
$331K +$307K +3,505 New
GWM
240
Geneos Wealth Management
Colorado
$325K
CL
241
Choreo LLC
Illinois
$322K +$41.2K +470 +16%
CW
242
Channel Wealth
California
$321K
WA
243
Waverly Advisors
Alabama
$319K +$296K +3,384 New
LA
244
Legacy Advisors
Pennsylvania
$311K +$289K +3,300 New
GCP
245
GSA Capital Partners
United Kingdom
$308K +$286K +3,261 New
TFM
246
TFC Financial Management
Massachusetts
$303K
WWC
247
Waypoint Wealth Counsel
Georgia
$303K +$281K +3,208 New
PI
248
PFG Investments
New York
$298K +$2.01K +23 +0.7%
IAA
249
Independent Advisor Alliance
North Carolina
$297K +$275K +3,145 New
IAIM
250
International Assets Investment Management
Florida
$295K +$5.34K +61 +2%

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.