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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 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 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
$38.7M
2
LPL Financial
LPL Financial
California
$119M
3
AF
Allworth Financial
California
$27M
4
Morgan Stanley
Morgan Stanley
New York
$240M
5
IAA
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
EH
Equitable Holdings
New York
$189M
5
Cerity Partners
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWP
276
Quotient Wealth Partners
Texas
$297K -$4.49K -44 -1%
CIAS
277
CFS Investment Advisory Services
New Jersey
$295K -$16.2K -159 -5%
WCWM
278
Willow Creek Wealth Management
California
$292K – – –
SWM
279
Spire Wealth Management
Virginia
$290K +$69.9K +685 +32%
FTUS
280
Flow Traders U.S.
New York
$290K +$290K +2,842 New
FAIM
281
Financial Advocates Investment Management
Washington
$289K +$919 +9 +0.3%
WIM
282
Westside Investment Management
California
$289K – – –
RDWM
283
Red Door Wealth Management
Tennessee
$273K – – –
SSI
284
Scott & Selber Inc
Texas
$270K – – –
GIA
285
Gladstone Institutional Advisory
Florida
$270K – – –
VFA
286
Valeo Financial Advisors
Indiana
$265K +$306 +3 +0.1%
BONH
287
Bank of New Hampshire
New Hampshire
$263K – – –
QCM
288
QRG Capital Management
Illinois
$263K – – –
LIM
289
Leavell Investment Management
Alabama
$263K +$263K +2,575 New
PS
290
Principal Securities
Iowa
$257K – – –
EA
291
Everpar Advisors
Oklahoma
$256K -$6.94K -68 -3%
RMC
292
Ring Mountain Capital
California
$256K +$256K +2,504 New
BCI
293
Brinker Capital Investments
Pennsylvania
$256K +$256K +2,503 New
OPS
294
Orion Portfolio Solutions
Nebraska
$256K +$256K +2,503 New
HFA
295
High Falls Advisors
New York
$252K -$25.1K -246 -9%
TI
296
Trexquant Investment
Connecticut
$251K +$4.19K +41 +2%
MWAM
297
Manhattan West Asset Management
California
$245K -$1.23K -12 -0.5%
AP
298
Adero Partners
California
$245K – – –
BWA
299
BlueChip Wealth Advisors
Georgia
$244K – – –
ACM
300
Advisors Capital Management
New Jersey
$238K – – –
10 11
12
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