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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
276
Asset Dedication LLC
California
$15K – – –
CIAS
277
Capital Investment Advisory Services
North Carolina
$14.5K – – –
BWA
278
BDO Wealth Advisors
Florida
$13.8K – – –
BCMLT
279
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K – – –
CSWM
280
Cassady Schiller Wealth Management
Ohio
$9.86K – – –
VWM
281
Venturi Wealth Management
Texas
$9.82K – – –
RIA
282
Realta Investment Advisors
Delaware
$9.43K +$9.43K +144 New
AIC
283
Archer Investment Corporation
Indiana
$7.47K – – –
NC
284
NewSquare Capital
Pennsylvania
$7.07K – – –
CPG
285
Cornerstone Planning Group
New Jersey
$5.89K +$5.89K +90 New
FFA
286
Founders Financial Alliance
North Carolina
$4.75K – – –
CPA
287
Cardiff Park Advisors
California
$4.36K – – –
AF
288
Advisornet Financial
Minnesota
$3.93K – – –
HI
289
Horizon Investments
North Carolina
$3.14K – – –
GIA
290
Goodwin Investment Advisory
Georgia
$2.36K – – –
MCC
291
Money Concepts Capital
Florida
– -$383K -69,990 Closed
FTUS
292
Flow Traders U.S.
New York
– -$2.09M -37,008 Closed
SFS
293
Sowell Financial Services
Arkansas
– -$1.5M -26,460 Closed
HFRG
294
Houlihan Financial Resource Group
Virginia
– -$1.05M -18,504 Closed
HB
295
Horizon Bancorp
Indiana
– -$721K -12,744 Closed
MOS
296
MGO One Seven
Ohio
– -$469K -8,292 Closed
LNC
297
Lincoln National Corp
Pennsylvania
– -$334K -5,910 Closed
TI
298
Trexquant Investment
Connecticut
– -$285K -5,034 Closed
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
– -$215K -3,798 Closed
WIM
300
WealthPlan Investment Management
Nebraska
– -$109K -1,920 Closed
9 10 11
12
13