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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Cerity Partners
Cerity Partners
New York
$79.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
5
SW
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
AE Wealth Management
Kansas
$11.3M
4
MWM
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
301
Avion Wealth
Texas
$16K +$16K +210 New
AEPWM
302
Atlantic Edge Private Wealth Management
Florida
$15.7K +$15.7K +210 New
HI
303
Horizon Investments
North Carolina
$13.9K +$10.8K +144 +343%
SWM
304
Spire Wealth Management
Virginia
$12.2K +$12.2K +156 New
CSWM
305
Cassady Schiller Wealth Management
Ohio
$11.2K – – –
VWM
306
Venturi Wealth Management
Texas
$11.2K – – –
BCMLT
307
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.7K – – –
CMA
308
Cedar Mountain Advisors
Oregon
$8.96K – – –
AIC
309
Archer Investment Corporation
Indiana
$8.52K – – –
DF
310
Dunhill Financial
United Kingdom
$7.02K +$7.02K +96 New
CPG
311
Cornerstone Planning Group
New Jersey
$6.72K – – –
BWM
312
Baystate Wealth Management
Massachusetts
$6.28K – – –
FFA
313
Founders Financial Alliance
North Carolina
$5.44K – – –
SFA
314
Semmax Financial Advisors
North Carolina
$5.41K +$5.41K +66 New
CPA
315
Cardiff Park Advisors
California
$4.98K – – –
AF
316
Advisornet Financial
Minnesota
$4.48K – – –
NC
317
NewSquare Capital
Pennsylvania
$4.48K – – –
GIA
318
Goodwin Investment Advisory
Georgia
$2.69K – – –
LFG
319
Larson Financial Group
Missouri
$2.27K – – –
RIL
320
Rothschild Investment LLC
Illinois
$1.35K +$1.35K +18 New
Wolverine Trading
321
Wolverine Trading
Illinois
– -$9.74M -152,892 Closed
EF
322
Empowered Funds
Pennsylvania
– -$2.26M -35,418 Closed
TFA
323
Teamwork Financial Advisors
Texas
– -$1.73M -27,120 Closed
SPC
324
Sigma Planning Corp
Michigan
– -$345K -5,412 Closed
TSS
325
Two Sigma Securities
New York
– -$314K -4,926 Closed
10 11 12
13
14