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iShares Expanded Tech Sector ETF
IGM

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382 → 415 (+33)

1.3% more ownership

Funds ownership: 45.9% → 47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$37.2M
2
LPL Financial
LPL Financial
California
+$26.6M
3
AF
Allworth Financial
California
+$25.4M
4
Morgan Stanley
Morgan Stanley
New York
+$22.7M
5
IAA
Independent Advisor Alliance
North Carolina
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.5M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.2M
4
EH
Equitable Holdings
New York
-$12M
5
Cerity Partners
Cerity Partners
New York
-$8.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
276
Cape Investment Advisory
Georgia
$299K +$37.1K +369 +14%
QWP
277
Quotient Wealth Partners
Texas
$297K -$4.42K -44 -1%
CIAS
278
CFS Investment Advisory Services
New Jersey
$295K -$16K -159 -5%
WCWM
279
Willow Creek Wealth Management
California
$292K – – –
SWM
280
Spire Wealth Management
Virginia
$290K +$68.8K +685 +32%
FTUS
281
Flow Traders U.S.
New York
$290K +$286K +2,842 New
FAIM
282
Financial Advocates Investment Management
Washington
$289K +$905 +9 +0.3%
WIM
283
Westside Investment Management
California
$289K – – –
RDWM
284
Red Door Wealth Management
Tennessee
$273K – – –
SSI
285
Scott & Selber Inc
Texas
$270K – – –
GIA
286
Gladstone Institutional Advisory
Florida
$270K – – –
VFA
287
Valeo Financial Advisors
Indiana
$265K +$302 +3 +0.1%
BONH
288
Bank of New Hampshire
New Hampshire
$263K – – –
QCM
289
QRG Capital Management
Illinois
$263K – – –
LIM
290
Leavell Investment Management
Alabama
$263K +$259K +2,575 New
PS
291
Principal Securities
Iowa
$257K – – –
EA
292
Everpar Advisors
Oklahoma
$256K -$6.83K -68 -3%
RMC
293
Ring Mountain Capital
California
$256K +$252K +2,504 New
BCI
294
Brinker Capital Investments
Pennsylvania
$256K +$252K +2,503 New
OPS
295
Orion Portfolio Solutions
Nebraska
$256K +$252K +2,503 New
HFA
296
High Falls Advisors
New York
$252K -$24.7K -246 -9%
TI
297
Trexquant Investment
Connecticut
$251K +$4.12K +41 +2%
MWAM
298
Manhattan West Asset Management
California
$245K -$1.21K -12 -0.5%
AP
299
Adero Partners
California
$245K – – –
BWA
300
BlueChip Wealth Advisors
Georgia
$244K – – –
10 11
12
13 14

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.