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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSI
276
Scott & Selber Inc
Texas
$254K – – –
GIA
277
Gladstone Institutional Advisory
Florida
$254K +$254K +2,644 New
VFA
278
Valeo Financial Advisors
Indiana
$248K +$96 +1 +0%
BONH
279
Bank of New Hampshire
New Hampshire
$248K – – –
EA
280
Everpar Advisors
Oklahoma
$247K +$43.2K +450 +21%
QCM
281
QRG Capital Management
Illinois
$247K +$247K +2,578 New
CIA
282
Cape Investment Advisory
Georgia
$246K +$111K +1,152 +82%
PS
283
Principal Securities
Iowa
$242K – – –
AWM
284
Apollon Wealth Management
South Carolina
$232K – – –
TI
285
Trexquant Investment
Connecticut
$232K -$22K -229 -9%
MWAM
286
Manhattan West Asset Management
California
$231K – – –
AP
287
Adero Partners
California
$230K – – –
BWA
288
BlueChip Wealth Advisors
Georgia
$229K – – –
USCWA
289
U.S. Capital Wealth Advisors
Texas
$228K -$2.14M -22,281 -90%
HTIM
290
Harbour Trust & Investment Management
Indiana
$226K – – –
ACM
291
Advisors Capital Management
New Jersey
$223K – – –
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$222K +$222K +2,311 New
GAM
293
GEM Asset Management
Michigan
$215K – – –
EL
294
EQ LLC
Washington
$214K -$33.5K -349 -14%
MPW
295
MA Private Wealth
California
$211K +$211K +2,201 New
Renaissance Technologies
296
Renaissance Technologies
New York
$211K +$211K +2,200 New
MCC
297
Money Concepts Capital
Florida
$209K -$1.61M -16,744 -88%
BF
298
Blankinship & Foster
California
$209K -$64.4K -671 -24%
CRWM
299
Castle Rock Wealth Management
California
$208K – – –
MFA
300
Mayflower Financial Advisors
Massachusetts
$207K +$207K +2,162 New
10 11
12
13 14