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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$244K
EL
277
EQ LLC
Washington
$244K
BONH
278
Bank of New Hampshire
New Hampshire
$243K
HF
279
HRT Financial
New York
$241K -$24.2K -276 -10%
SB
280
Strategic Blueprint
Georgia
$240K +$9.98K +114 +5%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$238K +$116K +1,324 +110%
PS
282
Principal Securities
Iowa
$238K +$21K +240 +11%
SSWM
283
Strait & Sound Wealth Management
California
$234K +$217K +2,478 New
Financial Engines Advisors
284
Financial Engines Advisors
California
$229K +$213K +2,430 New
AWM
285
Apollon Wealth Management
South Carolina
$228K
MWAM
286
Manhattan West Asset Management
California
$227K
AP
287
Adero Partners
California
$226K +$210K +2,400 New
BWA
288
BlueChip Wealth Advisors
Georgia
$226K
HTIM
289
Harbour Trust & Investment Management
Indiana
$222K -$10.5K -120 -5%
ACM
290
Advisors Capital Management
New Jersey
$220K +$204K +2,329 New
AIA
291
Alera Investment Advisors
Illinois
$219K +$204K +2,326 New
GAM
292
GEM Asset Management
Michigan
$212K +$197K +2,250 New
CRWM
293
Castle Rock Wealth Management
California
$205K +$189K +2,160 New
ATC
294
Argent Trust Co
Tennessee
$201K +$187K +2,130 New
EA
295
Everpar Advisors
Oklahoma
$201K +$186K +2,128 New
BlackRock
296
BlackRock
New York
$178K
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176K -$98.9K -1,130 -38%
WT
298
Whittier Trust
California
$173K
MHR
299
Matthew Hamilton Rosenberg
$163K +$151K +1,722 New
BIA
300
Bell Investment Advisors
California
$162K

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.