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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
251
SageView Advisory Group
California
$291K +$270K +3,081 New
CPRC
252
Consolidated Portfolio Review Corp
New York
$286K +$265K +3,032 New
ATPW
253
Ashton Thomas Private Wealth
Arizona
$286K +$88 +1 +0%
LA
254
LM Advisors
California
$283K
DWM
255
Dakota Wealth Management
Florida
$283K
WAM
256
WNY Asset Management
New York
$283K
PAS
257
Park Avenue Securities
New York
$282K +$262K +2,991 New
FAIM
258
Financial Advocates Investment Management
Washington
$278K +$88 +1 +0%
BCV
259
Banque Cantonale Vaudoise
Switzerland
$277K +$257K +2,935 New
WCWM
260
Willow Creek Wealth Management
California
$270K
BF
261
Blankinship & Foster
California
$268K -$56.6K -646 -18%
WIM
262
Westside Investment Management
California
$267K
SQA
263
Simon Quick Advisors
New Jersey
$265K +$88 +1 +0%
AIP
264
Almanack Investment Partners
Pennsylvania
$265K +$246K +2,814 New
HGWM
265
Horst & Graben Wealth Management
Oregon
$265K +$12.3K +141 +5%
BFG
266
Beacon Financial Group
Texas
$263K +$10.4K +119 +4%
RDWM
267
Red Door Wealth Management
Tennessee
$252K -$77.9K -890 -25%
FFA
268
Farther Finance Advisors
California
$252K +$157K +1,795 +209%
GPA
269
Guidance Point Advisors
Massachusetts
$252K +$175 +2 +0.1%
SSI
270
Scott & Selber Inc
Texas
$250K
CI
271
CX Institutional
Indiana
$250K +$232K +2,648 New
TI
272
Trexquant Investment
Connecticut
$250K +$232K +2,646 New
BAAM
273
Baker Avenue Asset Management
California
$249K
TWM
274
TSA Wealth Management
Texas
$248K +$12.3K +140 +6%
RFA
275
Rollins Financial Advisors
New York
$245K

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.