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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B 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, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
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
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
Legacy Advisors
Pennsylvania
$317K – – –
TWM
252
TSA Wealth Management
Texas
$312K +$59.3K +618 +23%
TFM
253
TFC Financial Management
Massachusetts
$308K – – –
PI
254
PFG Investments
New York
$303K – – –
CPRC
255
Consolidated Portfolio Review Corp
New York
$302K +$11.6K +121 +4%
AFG
256
Atomi Financial Group
New York
$295K -$596K -6,208 -67%
CIAS
257
CFS Investment Advisory Services
New Jersey
$292K +$292K +3,048 New
ATPW
258
Ashton Thomas Private Wealth
Arizona
$291K +$288 +3 +0.1%
TIM
259
Tortoise Investment Management
New York
$289K +$182K +1,900 +171%
LA
260
LM Advisors
California
$288K – – –
DWM
261
Dakota Wealth Management
Florida
$288K – – –
WAM
262
WNY Asset Management
New York
$288K – – –
SWM
263
Salvus Wealth Management
New Jersey
$288K +$288K +3,000 New
QWP
264
Quotient Wealth Partners
Texas
$283K +$283K +2,951 New
BCV
265
Banque Cantonale Vaudoise
Switzerland
$282K – – –
CL
266
Choreo LLC
Illinois
$279K -$40.7K -432 -13%
WCWM
267
Willow Creek Wealth Management
California
$275K – – –
SSWM
268
Strait & Sound Wealth Management
California
$272K +$34.7K +362 +15%
SAG
269
SageView Advisory Group
California
$272K -$23.5K -245 -8%
WIM
270
Westside Investment Management
California
$272K – – –
FAIM
271
Financial Advocates Investment Management
Washington
$271K -$11.9K -124 -4%
SQA
272
Simon Quick Advisors
New Jersey
$270K +$288 +3 +0.1%
HFA
273
High Falls Advisors
New York
$260K -$128K -1,338 -33%
RDWM
274
Red Door Wealth Management
Tennessee
$256K – – –
GPA
275
Guidance Point Advisors
Massachusetts
$256K +$288 +3 +0.1%
9 10
11
12 13