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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
38
Increased
125
Reduced
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$317K +$15K +162 +5%
LA
252
Legacy Advisors
Pennsylvania
$317K
TWM
253
TSA Wealth Management
Texas
$312K +$57.1K +618 +23%
TFM
254
TFC Financial Management
Massachusetts
$308K
PI
255
PFG Investments
New York
$303K
CPRC
256
Consolidated Portfolio Review Corp
New York
$302K +$11.2K +121 +4%
AFG
257
Atomi Financial Group
New York
$295K -$574K -6,208 -67%
CIAS
258
CFS Investment Advisory Services
New Jersey
$292K +$282K +3,048 New
ATPW
259
Ashton Thomas Private Wealth
Arizona
$291K +$277 +3 +0.1%
TIM
260
Tortoise Investment Management
New York
$289K +$176K +1,900 +171%
LA
261
LM Advisors
California
$288K
DWM
262
Dakota Wealth Management
Florida
$288K
WAM
263
WNY Asset Management
New York
$288K
SWM
264
Salvus Wealth Management
New Jersey
$288K +$277K +3,000 New
QWP
265
Quotient Wealth Partners
Texas
$283K +$273K +2,951 New
BCV
266
Banque Cantonale Vaudoise
Switzerland
$282K
CL
267
Choreo LLC
Illinois
$279K -$39.9K -432 -13%
WCWM
268
Willow Creek Wealth Management
California
$275K
SSWM
269
Strait & Sound Wealth Management
California
$272K +$33.5K +362 +15%
SAG
270
SageView Advisory Group
California
$272K -$22.6K -245 -8%
WIM
271
Westside Investment Management
California
$272K
FAIM
272
Financial Advocates Investment Management
Washington
$271K -$11.5K -124 -4%
SQA
273
Simon Quick Advisors
New Jersey
$270K +$277 +3 +0.1%
HFA
274
High Falls Advisors
New York
$260K -$124K -1,338 -33%
RDWM
275
Red Door Wealth Management
Tennessee
$256K

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.