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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

338 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
NFC
3
Northeast Financial Consultants
Connecticut
$6.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.1M
5
LPL Financial
5
LPL Financial
California
$63.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$104M
3
EH
3
Equitable Holdings
New York
$181M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Ancora Advisors
Ohio
$113K +$259 +3 +0.2%
HI
277
Harbour Investments
Wisconsin
$112K -$5.69K -66 -5%
BWP
278
Baldwin Wealth Partners
Massachusetts
$110K – – –
SAM
279
Smartleaf Asset Management
Massachusetts
$109K +$109K +1,260 New
BWL
280
Bogart Wealth LLC
Virginia
$104K – – –
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$103K -$86 -1 -0.1%
OCM
282
Osterweis Capital Management
California
$101K – – –
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$92.6K +$92.6K +1,068 New
HPC
284
HM Payson & Co
Maine
$90K +$25.9K +300 +40%
CAL
285
Capital Analysts LLC
Pennsylvania
$86K – – –
CT
286
Colonial Trust
South Carolina
$85.3K – – –
CIA
287
Cape Investment Advisory
Georgia
$83.3K +$48.1K +558 +137%
IBOK
288
Independence Bank of Kentucky
Kentucky
$82.7K – – –
FFA
289
Farther Finance Advisors
California
$74.3K -$87 -1 -0.1%
KFS
290
Kelly Financial Services
Massachusetts
$69.1K +$345 +4 +0.5%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$68.9K – – –
FGAM
292
Financial Gravity Asset Management
Texas
$67.4K -$5.14K -34 -7%
AWM
293
Avior Wealth Management
Nebraska
$63.8K +$173 +2 +0.3%
PMFA
294
Plante Moran Financial Advisors
Michigan
$54.8K +$54.8K +636 New
YDMI
295
Y.D. More Investments
Israel
$51.7K – – –
QCG
296
Quadrant Capital Group
Ohio
$51.2K -$2.59K -30 -5%
CJ
297
Caitlin John
Michigan
$47.6K – – –
MTIC
298
Missouri Trust & Investment Company
Missouri
$46.5K – – –
CWP
299
Concord Wealth Partners
Virginia
$42.8K -$172 -2 -0.4%
CT
300
Cambridge Trust
Massachusetts
$42.4K – – –
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