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iShares Expanded Tech Sector ETF

415 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 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
251
Paragon Financial Partners
California
$373K -$4.32K -43 -1%
BFG
252
Beacon Financial Group
Texas
$373K -$5.43K -54 -1%
HGWM
253
Horst & Graben Wealth Management
Oregon
$369K +$2.81K +28 +0.8%
AFG
254
Atomi Financial Group
New York
$360K +$45.6K +454 +15%
WA
255
Waverly Advisors
Alabama
$358K +$12.4K +123 +4%
Qube Research & Technologies (QRT)
256
Qube Research & Technologies (QRT)
United Kingdom
$356K +$278K +2,766 +385%
CW
257
Channel Wealth
California
$355K
TA
258
TPG Advisors
Illinois
$353K -$7.24K -72 -2%
GWM
259
Geneos Wealth Management
Colorado
$352K
MC
260
Moors & Cabot
Massachusetts
$352K -$261K -2,600 -43%
LA
261
Legacy Advisors
Pennsylvania
$337K
IAIM
262
International Assets Investment Management
Florida
$331K +$325K +3,237 New
TWM
263
TSA Wealth Management
Texas
$329K -$2.41K -24 -0.7%
CPRC
264
Consolidated Portfolio Review Corp
New York
$323K +$704 +7 +0.2%
PI
265
PFG Investments
New York
$323K
SSWM
266
Strait & Sound Wealth Management
California
$311K +$21.2K +211 +7%
CF
267
Centaurus Financial
California
$311K +$155K +1,539 +102%
TIM
268
Tortoise Investment Management
New York
$307K
TFM
269
TFC Financial Management
Massachusetts
$306K -$21.1K -210 -7%
DWM
270
Dakota Wealth Management
Florida
$306K
WAM
271
WNY Asset Management
New York
$306K
Financial Engines Advisors
272
Financial Engines Advisors
California
$306K +$89.7K +892 +42%
LA
273
LM Advisors
California
$306K
SAG
274
SageView Advisory Group
California
$305K +$15.7K +156 +6%
CL
275
Choreo LLC
Illinois
$303K

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.