IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
+$37.7M
2
LPL Financial
LPL Financial
California
+$27.1M
3
AF
Allworth Financial
California
+$27M
4
Morgan Stanley
Morgan Stanley
New York
+$23.1M
5
IAA
Independent Advisor Alliance
North Carolina
+$10.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$27.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.2M
4
EH
Equitable Holdings
New York
-$12.2M
5
Cerity Partners
Cerity Partners
New York
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
251
Beacon Financial Group
Texas
$373K -$5.51K -54 -1%
HGWM
252
Horst & Graben Wealth Management
Oregon
$369K +$2.86K +28 +0.8%
AFG
253
Atomi Financial Group
New York
$360K +$46.3K +454 +15%
WA
254
Waverly Advisors
Alabama
$358K +$12.6K +123 +4%
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$356K +$282K +2,766 +385%
CW
256
Channel Wealth
California
$355K – – –
TA
257
TPG Advisors
Illinois
$353K -$7.35K -72 -2%
GWM
258
Geneos Wealth Management
Colorado
$352K – – –
MC
259
Moors & Cabot
Massachusetts
$352K -$265K -2,600 -43%
LA
260
Legacy Advisors
Pennsylvania
$337K – – –
IAIM
261
International Assets Investment Management
Florida
$331K +$331K +3,237 New
TWM
262
TSA Wealth Management
Texas
$329K -$2.45K -24 -0.7%
CPRC
263
Consolidated Portfolio Review Corp
New York
$323K +$715 +7 +0.2%
PI
264
PFG Investments
New York
$323K – – –
SSWM
265
Strait & Sound Wealth Management
California
$311K +$21.5K +211 +7%
CF
266
Centaurus Financial
California
$311K +$157K +1,539 +102%
TIM
267
Tortoise Investment Management
New York
$307K – – –
TFM
268
TFC Financial Management
Massachusetts
$306K -$21.4K -210 -7%
DWM
269
Dakota Wealth Management
Florida
$306K – – –
WAM
270
WNY Asset Management
New York
$306K – – –
Financial Engines Advisors
271
Financial Engines Advisors
California
$306K +$91.1K +892 +42%
LA
272
LM Advisors
California
$306K – – –
SAG
273
SageView Advisory Group
California
$305K +$15.9K +156 +6%
CL
274
Choreo LLC
Illinois
$303K – – –
CIA
275
Cape Investment Advisory
Georgia
$299K +$37.7K +369 +14%
9 10
11
12 13