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iShares Expanded Tech Sector ETF
IGM

415 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 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382 → 415 (+33)

1.3% more ownership

Funds ownership: 45.9% → 47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$37.2M
2
LPL Financial
LPL Financial
California
+$26.6M
3
AF
Allworth Financial
California
+$25.4M
4
Morgan Stanley
Morgan Stanley
New York
+$22.7M
5
IAA
Independent Advisor Alliance
North Carolina
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.5M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.2M
4
EH
Equitable Holdings
New York
-$12M
5
Cerity Partners
Cerity Partners
New York
-$8.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
KV
226
Kickstand Ventures
New York
$449K -$2.21K -22 -0.5%
GT
227
Glenmede Trust
Pennsylvania
$448K – – –
CMS
228
Capital Market Strategies
Florida
$442K – – –
VR
229
Valued Retirements
Texas
$441K – – –
4WM
230
4J Wealth Management
Virginia
$440K – – –
SB
231
Strategic Blueprint
Georgia
$439K -$1.41K -14 -0.3%
VVP
232
Venture Visionary Partners
Ohio
$438K – – –
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$438K +$6.83K +68 +2%
PCA
234
Prosperity Capital Advisors
Ohio
$438K +$24.9K +248 +6%
EWA
235
Etesian Wealth Advisors
Oregon
$436K +$429K +4,273 New
ATPW
236
Ashton Thomas Private Wealth
Arizona
$435K +$123K +1,228 +40%
GIM
237
Grassi Investment Management
California
$434K – – –
MCM
238
Manchester Capital Management
Vermont
$434K – – –
KWA
239
Kingswood Wealth Advisors
California
$422K -$1.21K -12 -0.3%
PG
240
Patten Group
Tennessee
$420K – – –
WANY
241
Wealthspire Advisors (New York)
New York
$415K +$47.1K +469 +13%
RC
242
Roundview Capital
New Jersey
$414K – – –
KCM
243
Kathmere Capital Management
Pennsylvania
$404K – – –
HSWM
244
Hubbell Strickland Wealth Management
Louisiana
$401K +$201 +2 +0.1%
PBO
245
Peoples Bank (Ohio)
Ohio
$400K -$1.11K -11 -0.3%
GA
246
Geller Advisors
New York
$396K – – –
FWP
247
Forefront Wealth Partners
Texas
$392K +$386K +3,840 New
IA
248
IFP Advisors
Florida
$391K +$385K +3,829 New
GPA
249
Guidance Point Advisors
Massachusetts
$391K +$116K +1,156 +43%
SC
250
Seldon Capital
California
$387K – – –
8 9
10
11 12

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.