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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B 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, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
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
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Manchester Capital Management
Vermont
$408K – – –
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$46.6K +486 +13%
KWA
228
Kingswood Wealth Advisors
California
$397K +$30K +313 +8%
PG
229
Patten Group
Tennessee
$394K – – –
RC
230
Roundview Capital
New Jersey
$389K – – –
PAS
231
Park Avenue Securities
New York
$388K +$101K +1,049 +35%
PCA
232
Prosperity Capital Advisors
Ohio
$387K +$6.91K +72 +2%
CIA
233
Concurrent Investment Advisors
Florida
$381K -$46.6K -486 -11%
KCM
234
Kathmere Capital Management
Pennsylvania
$379K +$379K +3,954 New
PBO
235
Peoples Bank (Ohio)
Ohio
$377K -$1.15K -12 -0.3%
HSWM
236
Hubbell Strickland Wealth Management
Louisiana
$377K -$576 -6 -0.2%
SCA
237
Snowden Capital Advisors
New York
$377K +$480 +5 +0.1%
GA
238
Geller Advisors
New York
$372K +$1.34K +14 +0.4%
SC
239
Seldon Capital
California
$363K – – –
BFG
240
Beacon Financial Group
Texas
$355K +$87.8K +915 +33%
PFP
241
Paragon Financial Partners
California
$354K +$192 +2 +0.1%
SA
242
SpiderRock Advisors
Delaware
$345K -$130K -1,350 -27%
WANY
243
Wealthspire Advisors (New York)
New York
$345K – – –
HGWM
244
Horst & Graben Wealth Management
Oregon
$344K +$74.4K +776 +28%
IC
245
IEQ Capital
California
$339K – – –
TA
246
TPG Advisors
Illinois
$338K +$1.92K +20 +0.6%
CW
247
Channel Wealth
California
$333K +$7K +73 +2%
GWM
248
Geneos Wealth Management
Colorado
$331K – – –
WA
249
Waverly Advisors
Alabama
$324K -$288 -3 -0.1%
IAA
250
Independent Advisor Alliance
North Carolina
$317K +$15.5K +162 +5%
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