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iShares Expanded Tech Sector ETF
IGM

420 hedge funds and large institutions have $2.47B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $662K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

1% more funds holding

Funds holding: 415 → 420 (+5)

0.22% more ownership

Funds ownership: 47.2% → 47.42% (+0.22%)

9% less capital invested

Capital invested by funds: $2.72B → $2.47B (-$255M)

Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
5.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
45
Increased
135
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$25M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
+$22.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$12.6M
5
SWP
Sagespring Wealth Partners
Tennessee
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
-$37.7M
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$13.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$10.3M
5
Morgan Stanley
Morgan Stanley
New York
-$7.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
226
Waypoint Wealth Counsel
Georgia
$478K +$303 +3 +0.1%
EWA
227
Etesian Wealth Advisors
Oregon
$474K +$96.1K +952 +22%
BFG
228
Bouchey Financial Group
New York
$460K – – –
VA
229
Valmark Advisers
Ohio
$459K -$909 -9 -0.2%
CWA
230
Capital Wealth Alliance
Arizona
$457K -$607K -6,007 -54%
HI
231
Harbour Investments
Wisconsin
$455K +$320K +3,167 +171%
SI
232
Saxon Interests
Texas
$452K -$1.82K -18 -0.4%
FCH
233
Freestone Capital Holdings
Washington
$447K – – –
SJIM
234
St. Johns Investment Management
Florida
$446K -$5.05K -50 -1%
OCM
235
Orleans Capital Management
Louisiana
$437K – – –
CB
236
Commerce Bank
Missouri
$435K – – –
SIAG
237
Safeguard Investment Advisory Group
California
$435K +$101 +1 +0%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$430K +$46K +455 +11%
OC
239
Oppenheimer & Co
New York
$424K -$3.74K -37 -0.8%
SAM
240
Sawgrass Asset Management
Florida
$423K – – –
BMC
241
Beaton Management Company
Massachusetts
$422K – – –
LIM
242
Leavell Investment Management
Alabama
$421K +$209K +2,070 +80%
KWA
243
Kingswood Wealth Advisors
California
$404K +$33.2K +329 +8%
PCA
244
Prosperity Capital Advisors
Ohio
$401K +$9.7K +96 +2%
GT
245
Glenmede Trust
Pennsylvania
$398K – – –
VR
246
Valued Retirements
Texas
$392K – – –
4WM
247
4J Wealth Management
Virginia
$391K – – –
HB
248
Horizon Bancorp
Indiana
$391K -$60.8K -602 -12%
VVP
249
Venture Visionary Partners
Ohio
$389K – – –
GIM
250
Grassi Investment Management
California
$386K – – –
8 9
10
11 12

IGM Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2025, worth a combined $2.47B — down 9.4% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGM positions and 35 closed out — a net gain of 10 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $25M. The largest seller was SteelPeak Wealth, cutting an estimated $37.7M.

  • 420 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $2.47B of iShares Expanded Tech Sector ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 45 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2025 and 35 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $25M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2025.