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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Farther Finance Advisors
California
$45.5K -$17.3K -264 -28%
QCG
252
Quadrant Capital Group
Ohio
$43.6K – – –
CT
253
Cambridge Trust
Massachusetts
$41.3K – – –
HBW
254
Hazlett, Burt & Watson
West Virginia
$40K – – –
YDMI
255
Y.D. More Investments
Israel
$39.3K – – –
MTIC
256
Missouri Trust & Investment Company
Missouri
$35.4K -$3.93K -60 -10%
William Blair & Company
257
William Blair & Company
Illinois
$31.4K – – –
CWP
258
Concord Wealth Partners
Virginia
$29.6K – – –
BCWM
259
Bartlett & Co Wealth Management
Ohio
$29.5K – – –
AWM
260
Atticus Wealth Management
Florida
$29.1K – – –
BC
261
Bartlett & Co
Ohio
$29K – – –
AFG
262
Albion Financial Group
Utah
$27.5K – – –
PAI
263
Pittenger & Anderson Inc
Nebraska
$25.5K – – –
AIM
264
Anchor Investment Management
South Carolina
$25.1K +$25.1K +384 New
HS
265
Horan Securities
United States
$21.7K – – –
MIH
266
Meitav Investment House
Israel
$21.5K +$21.5K +330 New
RWPA
267
Richard W. Paul & Associates
Michigan
$20.8K – – –
AF
268
Allworth Financial
California
$20.2K – – –
PCM
269
Penserra Capital Management
California
$20K +$20K +306 New
MPCG
270
Matrix Private Capital Group
New York
$19.6K -$3.93K -60 -17%
IA
271
IFP Advisors
Florida
$19.6K – – –
KFI
272
Key Financial Inc
Pennsylvania
$16.9K – – –
IWP
273
IAG Wealth Partners
Wisconsin
$16.5K – – –
NCM
274
Northwest Capital Management
Oregon
$16.5K +$16.5K +252 New
CTA
275
Colonial Trust Advisors
South Carolina
$15.7K – – –
9 10
11
12 13