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iShares Expanded Tech Sector ETF

288 hedge funds and large institutions have $173B invested in iShares Expanded Tech Sector ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,040% more capital invested

Capital invested by funds: $1.56B → $173B (+$172B)

142% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.12M

102.88% more ownership

Funds ownership: 239.4%342.29% (+103%)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

5% more funds holding

Funds holding: 273288 (+15)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
288
Holders Change
+15
Holders Change %
+5.49%
% of All Funds
4.54%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
50
Increased
76
Reduced
80
Closed
31
Calls
$7.54M
Puts
$3.12M
Net Calls
+$4.42M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Appleton Partners
Massachusetts
-$277K -3,792 Closed
WLPWM
302
Walled Lake Planning & Wealth Management
Illinois
-$274K -3,750 Closed
CWM
303
Congress Wealth Management
Massachusetts
-$237K -3,240 Closed
PPA
304
Parametric Portfolio Associates
Washington
-$234K -3,198 Closed
RWP
305
RWA Wealth Partners
Massachusetts
-$224K -3,066 Closed
ATPW
306
Ashton Thomas Private Wealth
Arizona
-$220K -3,000 Closed
AWM
307
Apollon Wealth Management
South Carolina
-$214K -2,922 Closed
KA
308
Kovack Advisors
Florida
-$209K -2,862 Closed
WCWM
309
Willow Creek Wealth Management
California
-$209K -2,862 Closed
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
-$162K -2,220 Closed
Marshall Wace
311
Marshall Wace
United Kingdom
-$155K -2,124 Closed
Jones Financial Companies
312
Jones Financial Companies
Missouri
-$110K -1,500 Closed
RI
313
Rinkey Investments
California
-$105K -1,494 Closed
CWM
314
Cranbrook Wealth Management
Michigan
-$92K -1,260 Closed
FPWM
315
FSB Premier Wealth Management
Iowa
-$13K -186 Closed
PK
316
Pflug Koory
Nebraska
-$5K -72 Closed
TRCT
317
Tower Research Capital (TRC)
New York
-$4K -48 Closed
AC
318
Asio Capital
Kentucky
-$3K -36 Closed
CWA
319
Clearview Wealth Advisors
Oregon
-$1K -12 Closed
CIAS
320
CFS Investment Advisory Services
New Jersey
+$28.8M +447,702 New

IGM Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2022, worth a combined $173B — up 11,040% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 31 closed out — a net gain of 19 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $237M. The largest seller was GM Advisory Group, cutting an estimated $39.7M.

  • 288 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2022, up from 273 in Q4 2021.
  • Funds reported $173B of iShares Expanded Tech Sector ETF stock for Q1 2022, up 11,040% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2022 and 31 closed out, a net change of +19 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $237M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2022 was GM Advisory Group, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2022.