We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

320 hedge funds and large institutions have $1.93B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48,800% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $3K

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

42.74% more ownership

Funds ownership: 264.04% → 306.77% (+43%)

39% more capital invested

Capital invested by funds: $1.38B → $1.93B (+$544M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

13% more funds holding

Funds holding: 283 → 320 (+37)

Holders
320
Holders Change
+37
Holders Change %
+13.07%
% of All Funds
4.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
56
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Cerity Partners
Cerity Partners
New York
+$61.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$26.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$24.7M
5
SW
SteelPeak Wealth
California
+$9.31M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$9.74M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.46M
3
AWM
AE Wealth Management
Kansas
-$4.84M
4
MWM
Meridian Wealth Management
Kentucky
-$4.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
251
Whittier Trust
California
$137K – – –
PS
252
Principal Securities
Iowa
$136K +$124K +1,818 New
HNB
253
Huntington National Bank
Ohio
$131K – – –
GC
254
Garde Capital
Washington
$105K +$96.4K +1,410 New
HI
255
Harbour Investments
Wisconsin
$102K +$6.97K +102 +8%
AA
256
Ancora Advisors
Ohio
$97.9K – – –
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$97.3K -$65.2K -954 -42%
BWP
258
Baldwin Wealth Partners
Massachusetts
$95K – – –
MA
259
Montag & Associates
Georgia
$94.6K +$9.85K +144 +13%
BWL
260
Bogart Wealth LLC
Virginia
$90.1K – – –
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$89.6K +$410 +6 +0.5%
SS
262
Sunbelt Securities
Texas
$88.4K – – –
TRCT
263
Tower Research Capital (TRC)
New York
$86.1K -$1.59M -23,274 -95%
Belvedere Trading
264
Belvedere Trading
Illinois
$78K -$583K -8,532 -89%
CAL
265
Capital Analysts LLC
Pennsylvania
$74K – – –
CT
266
Colonial Trust
South Carolina
$74K – – –
IBOK
267
Independence Bank of Kentucky
Kentucky
$71.7K – – –
BIA
268
Bell Investment Advisors
California
$65K +$59.5K +870 New
FFA
269
Farther Finance Advisors
California
$64.1K +$9.03K +132 +18%
FGA
270
Fortis Group Advisors
New Jersey
$60.1K +$27.5K +402 +100%
KFS
271
Kelly Financial Services
Massachusetts
$59.4K +$820 +12 +2%
TWC
272
TD Waterhouse Canada
Ontario, Canada
$57.3K – – –
EWA
273
EverSource Wealth Advisors
Alabama
$56.9K – – –
HPC
274
HM Payson & Co
Maine
$55.6K – – –
IRC
275
Investors Research Corp
Georgia
$55.6K – – –
9 10
11
12 13

IGM Hedge Fund Activity: Q4 2023 in Review

320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2023, worth a combined $1.93B — up 39% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGM positions and 13 closed out — a net gain of 43 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was Wolverine Trading, exiting entirely with an estimated $9.74M sold.

  • 320 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $1.93B of iShares Expanded Tech Sector ETF stock for Q4 2023, up 39% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2023 and 13 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2023 was Wolverine Trading, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2023.