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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
+$37.7M
2
LPL Financial
LPL Financial
California
+$27.1M
3
AF
Allworth Financial
California
+$27M
4
Morgan Stanley
Morgan Stanley
New York
+$23.1M
5
IAA
Independent Advisor Alliance
North Carolina
+$10.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$27.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.2M
4
EH
Equitable Holdings
New York
-$12.2M
5
Cerity Partners
Cerity Partners
New York
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenmede Trust
Pennsylvania
$448K – – –
CMS
227
Capital Market Strategies
Florida
$442K – – –
VR
228
Valued Retirements
Texas
$441K – – –
4WM
229
4J Wealth Management
Virginia
$440K – – –
SB
230
Strategic Blueprint
Georgia
$439K -$1.43K -14 -0.3%
VVP
231
Venture Visionary Partners
Ohio
$438K – – –
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$438K +$6.94K +68 +2%
PCA
233
Prosperity Capital Advisors
Ohio
$438K +$25.3K +248 +6%
EWA
234
Etesian Wealth Advisors
Oregon
$436K +$436K +4,273 New
ATPW
235
Ashton Thomas Private Wealth
Arizona
$435K +$125K +1,228 +40%
GIM
236
Grassi Investment Management
California
$434K – – –
MCM
237
Manchester Capital Management
Vermont
$434K – – –
KWA
238
Kingswood Wealth Advisors
California
$422K -$1.23K -12 -0.3%
PG
239
Patten Group
Tennessee
$420K – – –
WANY
240
Wealthspire Advisors (New York)
New York
$415K +$47.9K +469 +13%
RC
241
Roundview Capital
New Jersey
$414K – – –
KCM
242
Kathmere Capital Management
Pennsylvania
$404K – – –
HSWM
243
Hubbell Strickland Wealth Management
Louisiana
$401K +$204 +2 +0.1%
PBO
244
Peoples Bank (Ohio)
Ohio
$400K -$1.12K -11 -0.3%
GA
245
Geller Advisors
New York
$396K – – –
FWP
246
Forefront Wealth Partners
Texas
$392K +$392K +3,840 New
IA
247
IFP Advisors
Florida
$391K +$391K +3,829 New
GPA
248
Guidance Point Advisors
Massachusetts
$391K +$118K +1,156 +43%
SC
249
Seldon Capital
California
$387K – – –
PFP
250
Paragon Financial Partners
California
$373K -$4.39K -43 -1%
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10
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