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iShares Expanded Tech Sector ETF
IGM

320 hedge funds and large institutions have $1.93B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48,800% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $3K

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

42.74% more ownership

Funds ownership: 264.04% → 306.77% (+43%)

39% more capital invested

Capital invested by funds: $1.38B → $1.93B (+$544M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

13% more funds holding

Funds holding: 283 → 320 (+37)

Holders
320
Holders Change
+37
Holders Change %
+13.07%
% of All Funds
4.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
56
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Cerity Partners
Cerity Partners
New York
+$61.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$26.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$24.7M
5
SW
SteelPeak Wealth
California
+$9.31M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$9.74M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.46M
3
AWM
AE Wealth Management
Kansas
-$4.84M
4
MWM
Meridian Wealth Management
Kentucky
-$4.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
301
Capital Investment Advisory Services
North Carolina
$16.6K – – –
AW
302
Avion Wealth
Texas
$16K +$14.4K +210 New
AEPWM
303
Atlantic Edge Private Wealth Management
Florida
$15.7K +$14.4K +210 New
HI
304
Horizon Investments
North Carolina
$13.9K +$9.85K +144 +343%
SWM
305
Spire Wealth Management
Virginia
$12.2K +$10.7K +156 New
CSWM
306
Cassady Schiller Wealth Management
Ohio
$11.2K – – –
VWM
307
Venturi Wealth Management
Texas
$11.2K – – –
BCMLT
308
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.7K – – –
CMA
309
Cedar Mountain Advisors
Oregon
$8.96K – – –
AIC
310
Archer Investment Corporation
Indiana
$8.52K – – –
DF
311
Dunhill Financial
United Kingdom
$7.02K +$6.56K +96 New
CPG
312
Cornerstone Planning Group
New Jersey
$6.72K – – –
BWM
313
Baystate Wealth Management
Massachusetts
$6.28K – – –
FFA
314
Founders Financial Alliance
North Carolina
$5.44K – – –
SFA
315
Semmax Financial Advisors
North Carolina
$5.41K +$4.51K +66 New
CPA
316
Cardiff Park Advisors
California
$4.98K – – –
AF
317
Advisornet Financial
Minnesota
$4.48K – – –
NC
318
NewSquare Capital
Pennsylvania
$4.48K – – –
GIA
319
Goodwin Investment Advisory
Georgia
$2.69K – – –
LFG
320
Larson Financial Group
Missouri
$2.27K – – –
RIL
321
Rothschild Investment LLC
Illinois
$1.34K +$1.23K +18 New
Wolverine Trading
322
Wolverine Trading
Illinois
– -$9.74M -152,892 Closed
EF
323
Empowered Funds
Pennsylvania
– -$2.26M -35,418 Closed
TFA
324
Teamwork Financial Advisors
Texas
– -$1.73M -27,120 Closed
SPC
325
Sigma Planning Corp
Michigan
– -$345K -5,412 Closed
10 11 12
13
14

IGM Hedge Fund Activity: Q4 2023 in Review

320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2023, worth a combined $1.93B — up 39% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGM positions and 13 closed out — a net gain of 43 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was Wolverine Trading, exiting entirely with an estimated $9.74M sold.

  • 320 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $1.93B of iShares Expanded Tech Sector ETF stock for Q4 2023, up 39% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2023 and 13 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2023 was Wolverine Trading, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2023.