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iShares Expanded Tech Sector ETF
IGM

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252 → 251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27% → 256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$41.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$26.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.9M
4
Mariner
Mariner
Kansas
+$4.76M
5
AT
American Trust
Kentucky
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$102M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$89.9M
4
RJA
Raymond James & Associates
Florida
-$79.2M
5
Truist Financial
Truist Financial
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Advisornet Financial
Minnesota
$2.8K – – –
GIA
252
Goodwin Investment Advisory
Georgia
$1.68K – – –
WIM
253
Westside Investment Management
California
$132 – – –
WA
254
WestEnd Advisors
North Carolina
– -$66.8M -1,449,120 Closed
Victory Capital Management
255
Victory Capital Management
Texas
– -$17.9M -387,858 Closed
AS
256
Altshuler Shaham
Israel
– -$3.66M -78,132 Closed
DC
257
Davenport & Co
Virginia
– -$3.03M -65,730 Closed
GM
258
GeoWealth Management
Illinois
– -$1.92M -41,724 Closed
TW
259
TrinityPoint Wealth
Connecticut
– -$1.2M -26,142 Closed
TCA
260
Transcend Capital Advisors
New Jersey
– -$1.12M -24,342 Closed
OCPWS
261
One Charles Private Wealth Services
Massachusetts
– -$568K -12,324 Closed
RJT
262
Raymond James Trust
Florida
– -$500K -10,848 Closed
AG
263
Ascent Group
Virginia
– -$424K -8,820 Closed
SC
264
Slow Capital
California
– -$381K -8,280 Closed
ACM
265
Advisors Capital Management
New Jersey
– -$397K -8,010 Closed
MA
266
MUFG Americas
New York
– -$362K -7,854 Closed
TI
267
Trexquant Investment
Connecticut
– -$310K -6,726 Closed
MW
268
Marcum Wealth
Ohio
– -$307K -6,666 Closed
CAM
269
Concorde Asset Management
Michigan
– -$297K -6,444 Closed
Prudential Financial
270
Prudential Financial
New Jersey
– -$296K -6,336 Closed
9WM
271
9258 Wealth Management
Ohio
– -$287K -6,234 Closed
PCMC
272
Private Capital Management (Colorado)
Colorado
– -$276K -6,000 Closed
SA
273
Shilanski & Associates
Alaska
– -$276K -6,000 Closed
GL
274
Graypoint LLC
New York
– -$232K -5,034 Closed
BlackRock
275
BlackRock
New York
– -$97K -2,112 Closed
8 9 10
11
12

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.