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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Cerity Partners
Cerity Partners
New York
$79.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
5
SW
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
AE Wealth Management
Kansas
$11.3M
4
MWM
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
251
Principal Securities
Iowa
$136K +$136K +1,818 New
HNB
252
Huntington National Bank
Ohio
$131K -$112K – –
GC
253
Garde Capital
Washington
$105K +$105K +1,410 New
HI
254
Harbour Investments
Wisconsin
$102K +$7.62K +102 +8%
AA
255
Ancora Advisors
Ohio
$97.9K – – –
Qube Research & Technologies (QRT)
256
Qube Research & Technologies (QRT)
United Kingdom
$97.3K -$71.3K -954 -42%
BWP
257
Baldwin Wealth Partners
Massachusetts
$95K – – –
MA
258
Montag & Associates
Georgia
$94.6K +$10.8K +144 +13%
BWL
259
Bogart Wealth LLC
Virginia
$90.1K – – –
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$89.6K +$448 +6 +0.5%
SS
261
Sunbelt Securities
Texas
$88.4K – – –
TRCT
262
Tower Research Capital (TRC)
New York
$86.1K -$1.74M -23,274 -95%
Belvedere Trading
263
Belvedere Trading
Illinois
$78K -$637K -8,532 -89%
CAL
264
Capital Analysts LLC
Pennsylvania
$74K – – –
CT
265
Colonial Trust
South Carolina
$74K – – –
IBOK
266
Independence Bank of Kentucky
Kentucky
$71.7K – – –
BIA
267
Bell Investment Advisors
California
$65K +$65K +870 New
FFA
268
Farther Finance Advisors
California
$64.1K +$9.85K +132 +18%
FGA
269
Fortis Group Advisors
New Jersey
$60.1K +$30K +402 +100%
KFS
270
Kelly Financial Services
Massachusetts
$59.4K +$894 +12 +2%
TWC
271
TD Waterhouse Canada
Ontario, Canada
$57.3K – – –
EWA
272
EverSource Wealth Advisors
Alabama
$56.9K – – –
HPC
273
HM Payson & Co
Maine
$55.6K – – –
IRC
274
Investors Research Corp
Georgia
$55.6K – – –
AWM
275
Avior Wealth Management
Nebraska
$55.3K – – –
9 10
11
12 13