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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Covington Capital Management
California
$1K
HI
252
Harbour Investments
Wisconsin
$1K
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$910 -$36.7K -696 -4%
WIM
254
Westside Investment Management
California
$130
OMC
255
Old Mission Capital
Illinois
-$5.04M -102,816 Closed
SCA
256
Snowden Capital Advisors
New York
-$698K -14,244 Closed
CAM
257
Cresset Asset Management
Illinois
-$665K -13,548 Closed
HGWM
258
Horst & Graben Wealth Management
Oregon
-$629K -12,828 Closed
CLOS
259
Compagnie Lombard Odier SCmA
Switzerland
-$394K -8,040 Closed
CC
260
Cypress Capital
Tennessee
-$387K -7,890 Closed
AAS
261
Avantax Advisory Services
Texas
-$348K -7,086 Closed
FAIM
262
Financial Advocates Investment Management
Washington
-$336K -6,834 Closed
CTI
263
Community Trust & Investment
Kentucky
-$292K -5,946 Closed
Comerica Bank
264
Comerica Bank
Texas
-$295K -5,628 Closed
CCMD
265
Cypress Capital Management (Delaware)
Delaware
-$265K -5,400 Closed
PIMG
266
Patriot Investment Management Group
Tennessee
-$236K -4,812 Closed
RF
267
Rollins Financial
Georgia
-$233K -4,758 Closed
PCA
268
Personal Capital Advisors
California
-$227K -4,626 Closed
KIA
269
KCM Investment Advisors
California
-$219K -4,470 Closed
VVP
270
Venture Visionary Partners
Ohio
-$210K -4,290 Closed
ATC
271
Argent Trust Co
Tennessee
-$210K -4,278 Closed
BMC
272
Beaton Management Company
Massachusetts
-$206K -4,200 Closed
VA
273
Valmark Advisers
Ohio
-$205K -4,176 Closed
PG
274
Patten Group
Tennessee
-$213K -4,110 Closed
HWA
275
Heritage Wealth Advisors
Virginia
-$75K -1,530 Closed

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.