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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
38
Increased
125
Reduced
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Grassi Investment Management
California
$408K -$9.24K -100 -2%
MCM
227
Manchester Capital Management
Vermont
$408K
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$44.9K +486 +13%
KWA
229
Kingswood Wealth Advisors
California
$397K +$28.9K +313 +8%
PG
230
Patten Group
Tennessee
$394K
RC
231
Roundview Capital
New Jersey
$389K
PAS
232
Park Avenue Securities
New York
$388K +$96.9K +1,049 +35%
PCA
233
Prosperity Capital Advisors
Ohio
$387K +$6.65K +72 +2%
CIA
234
Concurrent Investment Advisors
Florida
$381K -$44.9K -486 -11%
KCM
235
Kathmere Capital Management
Pennsylvania
$379K +$365K +3,954 New
PBO
236
Peoples Bank (Ohio)
Ohio
$377K -$1.11K -12 -0.3%
HSWM
237
Hubbell Strickland Wealth Management
Louisiana
$377K -$554 -6 -0.2%
SCA
238
Snowden Capital Advisors
New York
$377K +$462 +5 +0.1%
GA
239
Geller Advisors
New York
$372K +$1.29K +14 +0.4%
SC
240
Seldon Capital
California
$363K
BFG
241
Beacon Financial Group
Texas
$355K +$84.6K +915 +33%
PFP
242
Paragon Financial Partners
California
$354K +$185 +2 +0.1%
SA
243
SpiderRock Advisors
Delaware
$345K -$125K -1,350 -27%
WANY
244
Wealthspire Advisors (New York)
New York
$345K
HGWM
245
Horst & Graben Wealth Management
Oregon
$344K +$71.7K +776 +28%
IC
246
IEQ Capital
California
$339K
TA
247
TPG Advisors
Illinois
$338K +$1.85K +20 +0.6%
CW
248
Channel Wealth
California
$333K +$6.75K +73 +2%
GWM
249
Geneos Wealth Management
Colorado
$331K
WA
250
Waverly Advisors
Alabama
$324K -$277 -3 -0.1%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.