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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
21
Increased
62
Reduced
90
Closed
25
Calls
$4.14M
Puts
$4.03M
Net Calls
+$117K
Net Calls Change
-$5.79M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$144M
2
Bank of America
Bank of America
North Carolina
$164M
3
Wolverine Trading
Wolverine Trading
Illinois
$9.74M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$19.8M
5
LPL Financial
LPL Financial
California
$39.8M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$10.6M
2
EH
Equitable Holdings
New York
$145M
3
SW
SteelPeak Wealth
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$19.6M
5
Morgan Stanley
Morgan Stanley
New York
$92.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
251
Missouri Trust & Investment Company
Missouri
$34.4K – – –
CWP
252
Concord Wealth Partners
Virginia
$31.5K +$2.69K +42 +9%
William Blair & Company
253
William Blair & Company
Illinois
$30.6K – – –
BC
254
Bartlett & Co
Ohio
$29K – – –
BCWM
255
Bartlett & Co Wealth Management
Ohio
$28.7K – – –
AWM
256
Atticus Wealth Management
Florida
$28.3K – – –
AFG
257
Albion Financial Group
Utah
$26.8K – – –
FGA
258
Fortis Group Advisors
New Jersey
$25.6K +$25.6K +402 New
PAI
259
Pittenger & Anderson Inc
Nebraska
$24.8K – – –
AIM
260
Anchor Investment Management
South Carolina
$24.5K – – –
RWPA
261
Richard W. Paul & Associates
Michigan
$20.3K – – –
AF
262
Allworth Financial
California
$19.6K – – –
MPCG
263
Matrix Private Capital Group
New York
$19.1K – – –
IA
264
IFP Advisors
Florida
$19.1K – – –
KFI
265
Key Financial Inc
Pennsylvania
$16.4K – – –
NCM
266
Northwest Capital Management
Oregon
$16.1K – – –
CTA
267
Colonial Trust Advisors
South Carolina
$15.3K – – –
ADL
268
Asset Dedication LLC
California
$15K – – –
CIAS
269
Capital Investment Advisory Services
North Carolina
$14.1K – – –
BCMLT
270
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K – – –
CSWM
271
Cassady Schiller Wealth Management
Ohio
$9.59K – – –
VWM
272
Venturi Wealth Management
Texas
$9.56K – – –
RIA
273
Realta Investment Advisors
Delaware
$9.43K – – –
CMA
274
Cedar Mountain Advisors
Oregon
$7.64K +$7.64K +120 New
AIC
275
Archer Investment Corporation
Indiana
$7.26K – – –
9 10
11
12 13