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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
301
Huntington National Bank
Ohio
$149K
EWP
302
Elevation Wealth Partners
California
$146K
CIA
303
Cape Investment Advisory
Georgia
$133K +$39.1K +446 +46%
GC
304
Garde Capital
Washington
$133K
HI
305
Harbour Investments
Wisconsin
$128K +$5.25K +60 +5%
MA
306
Montag & Associates
Georgia
$124K
AA
307
Ancora Advisors
Ohio
$124K
SAM
308
Smartleaf Asset Management
Massachusetts
$119K
BWL
309
Bogart Wealth LLC
Virginia
$114K
TIM
310
Tortoise Investment Management
New York
$105K +$97.2K +1,110 New
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$105K
M
312
MOTCO
Texas
$96.9K +$89.9K +1,027 New
CAL
313
Capital Analysts LLC
Pennsylvania
$94K
CT
314
Colonial Trust
South Carolina
$93.4K
IBOK
315
Independence Bank of Kentucky
Kentucky
$90.5K
HPC
316
HM Payson & Co
Maine
$84.3K -$13.1K -150 -14%
KFS
317
Kelly Financial Services
Massachusetts
$75.6K
TWC
318
TD Waterhouse Canada
Ontario, Canada
$74K
AWM
319
Avior Wealth Management
Nebraska
$69.9K +$88 +1 +0.1%
CFD
320
Creative Financial Designs
Indiana
$61.8K +$57.4K +655 New
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
$60.5K +$37.2K +425 +196%
Belvedere Trading
322
Belvedere Trading
Illinois
$59.4K +$55.2K +630 New
YDMI
323
Y.D. More Investments
Israel
$56.6K
QCG
324
Quadrant Capital Group
Ohio
$56K
SWM
325
Spire Wealth Management
Virginia
$52.4K +$35K +400 +256%

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.