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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$22K
William Blair & Company
252
William Blair & Company
Illinois
$22K
RFA
253
Reilly Financial Advisors
California
$21K
PWM
254
Provident Wealth Management
Tennessee
$20K
IWP
255
IAG Wealth Partners
Wisconsin
$18K
ADL
256
Asset Dedication LLC
California
$17K
BWA
257
BDO Wealth Advisors
Florida
$15K
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$15K
CIAS
259
Capital Investment Advisory Services
North Carolina
$13K
CWP
260
Concord Wealth Partners
Virginia
$13K +$12.9K +180 New
FPWM
261
FSB Premier Wealth Management
Iowa
$13K +$13.4K +186 New
MA
262
Montag & Associates
Georgia
$10K
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$10K
AIC
264
Archer Investment Corporation
Indiana
$8.34K
COCM
265
Charter Oak Capital Management
New Hampshire
$8K
FFA
266
Founders Financial Alliance
North Carolina
$5K
PK
267
Pflug Koory
Nebraska
$5K
CPA
268
Cardiff Park Advisors
California
$5K +$4.74K +66 New
TRCT
269
Tower Research Capital (TRC)
New York
$4K -$750K -10,434 -100%
WT
270
Washington Trust
Rhode Island
$4K
AC
271
Asio Capital
Kentucky
$3K +$2.59K +36 New
HI
272
Harbour Investments
Wisconsin
$1K -$4.31K -60 -77%
CWA
273
Clearview Wealth Advisors
Oregon
$1K +$862 +12 New
WIM
274
Westside Investment Management
California
$242 -$30.2K -420 -11%
BOS
275
Bingham Osborn & Scarborough
California
-$11.6M -172,500 Closed

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.