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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

415 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
43
Increased
134
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$22.4M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$38.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.5M
5
SWP
Sagespring Wealth Partners
Tennessee
$11.3M

Top Sellers

1
SW
SteelPeak Wealth
California
$509K
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$14.9M
4
IAA
Independent Advisor Alliance
North Carolina
$380K
5
Morgan Stanley
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
251
Independent Advisor Alliance
North Carolina
$380K -$9.23M -101,760 -96%
FDW
252
Fourth Dimension Wealth
Ohio
$379K +$199K +2,197 +111%
CMS
253
Capital Market Strategies
Florida
$374K -$18.1K -200 -5%
PG
254
Patten Group
Tennessee
$373K – – –
HGWM
255
Horst & Graben Wealth Management
Oregon
$364K +$36.1K +398 +11%
KCM
256
Kathmere Capital Management
Pennsylvania
$359K – – –
WA
257
Waverly Advisors
Alabama
$357K +$38.9K +429 +12%
SCA
258
Snowden Capital Advisors
New York
$352K -$67K -739 -16%
HSWM
259
Hubbell Strickland Wealth Management
Louisiana
$352K -$4.08K -45 -1%
GPA
260
Guidance Point Advisors
Massachusetts
$349K +$1.99K +22 +0.6%
FWP
261
Forefront Wealth Partners
Texas
$348K – – –
SC
262
Seldon Capital
California
$343K – – –
RFA
263
Rollins Financial Advisors
New York
$342K +$342K +3,771 New
AFG
264
Atomi Financial Group
New York
$340K +$20K +221 +6%
IA
265
IFP Advisors
Florida
$333K -$14.1K -155 -4%
PFP
266
Paragon Financial Partners
California
$331K +$91 +1 +0%
DT
267
Diversified Trust
Tennessee
$331K +$331K +3,648 New
WLPWM
268
Walled Lake Planning & Wealth Management
Illinois
$331K -$306K -3,375 -48%
IC
269
IEQ Capital
California
$321K -$178K -1,968 -36%
AWP
270
Avid Wealth Partners
Texas
$315K +$315K +3,477 New
CW
271
Channel Wealth
California
$315K – – –
MC
272
Moors & Cabot
Massachusetts
$313K – – –
TA
273
TPG Advisors
Illinois
$311K -$1.63K -18 -0.5%
EA
274
Everpar Advisors
Oklahoma
$305K +$76.9K +848 +34%
CF
275
Centaurus Financial
California
$304K +$27.3K +301 +10%
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