iShares Expanded Tech Sector ETF
IGM
261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.
159% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $5.84M
100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 18
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
26% more capital invested
Capital invested by funds: $992M → $1.25B (+$253M)
19.74% more ownership
Funds ownership: 256.99% → 276.73% (+20%)
4% more funds holding
Funds holding: 251 → 261 (+10)
39% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$112M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$23.7M |
| 3 |
GAG
GM Advisory Group
Melville,
New York
|
+$11.2M |
| 4 |
Cerity Partners
New York
|
+$7.39M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$6.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$31.9M |
| 2 |
EH
Equitable Holdings
New York
|
-$17.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.5M |
| 4 |
Morgan Stanley
New York
|
-$5.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.78M |
IGM Hedge Fund Activity: Q1 2023 in Review
261 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2023, worth a combined $1.25B — up 26% from $992M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IGM positions and 18 closed out — a net gain of 18 holders — while 54 added to existing stakes and 89 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $31.9M.
- 261 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2023, up from 251 in Q4 2022.
- Funds reported $1.25B of iShares Expanded Tech Sector ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 36 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2023 and 18 closed out, a net change of +18 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q1 2023 was Bank of Montreal, an estimated $112M added.
- The largest iShares Expanded Tech Sector ETF seller in Q1 2023 was JP Morgan Chase, an estimated $31.9M sold.
Based on aggregated 13F filings for Q1 2023.