We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,036% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $889K

782.55% more ownership

Funds ownership: 260.57% → 1,043.12% (+783%)

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

10% more funds holding

Funds holding: 241 → 264 (+23)

6% more capital invested

Capital invested by funds: $1.4B → $1.48B (+$86.3M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.6%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$4.46B
2
GAG
GM Advisory Group
New York
+$44.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.77M
5
HB
Homrich & Berg
Georgia
+$1.58M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
-$43.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.1M
3
SCA
Stuart Chaussee & Associates
California
-$26M
4
SFS
Strategic Financial Services
New York
-$7.56M
5
EH
Equitable Holdings
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
Asio Capital
Kentucky
$11K +$10.3K +162 New
CFB
252
Cullen/Frost Bankers
Texas
$11K +$10.7K +168 New
MA
253
Montag & Associates
Georgia
$9K – – –
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.79K +138 New
GA
255
GoalVest Advisory
New York
$8K +$7.64K +120 New
AIC
256
Archer Investment Corporation
Indiana
$7.68K – – –
NFG
257
Next Financial Group
Texas
$7K -$12.6K -198 -65%
COCM
258
Charter Oak Capital Management
New Hampshire
$7K – – –
CAGAS
259
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
FFA
260
Founders Financial Alliance
North Carolina
$5K – – –
HI
261
Harbour Investments
Wisconsin
$5K – – –
PK
262
Pflug Koory
Nebraska
$5K – – –
WT
263
Washington Trust
Rhode Island
$4K – – –
CCM
264
Covington Capital Management
California
$2K +$1.53K +24 New
JFA
265
JNBA Financial Advisors
Minnesota
$2K +$1.53K +24 New
WIM
266
Westside Investment Management
California
$251 -$19.1K -300 -7%
Allianz Asset Management
267
Allianz Asset Management
Germany
– -$3.73M -62,010 Closed
FTUS
268
Flow Traders U.S.
New York
– -$3.05M -47,970 Closed
KPWS
269
Kestra Private Wealth Services
Texas
– -$760K -12,636 Closed
CRWM
270
Castle Rock Wealth Management
California
– -$672K -10,614 Closed
CAS
271
Cascadia Advisory Services
Oregon
– -$413K -6,876 Closed
GVAG
272
Great Valley Advisor Group
Delaware
– -$278K -4,626 Closed
ACM
273
Allred Capital Management
Texas
– -$135K -2,256 Closed
TCWM
274
Total Clarity Wealth Management
Illinois
– -$72K -1,200 Closed
VFA
275
Valeo Financial Advisors
Indiana
– -$40K -660 Closed
8 9 10
11
12

IGM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2021, worth a combined $1.48B — up 6.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 14 closed out — a net gain of 26 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $4.46B. The largest seller was JGP Wealth Management, cutting an estimated $43.8M.

  • 264 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $4.46B added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2021 was JGP Wealth Management, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2021.