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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

367 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, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+29
Holders Change %
+8.58%
% of All Funds
5.34%
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
84
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$168M
2
Ameriprise
Ameriprise
Minnesota
$76M
3
Morgan Stanley
Morgan Stanley
New York
$185M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$40.3M
5
SW
SteelPeak Wealth
California
$13.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.2M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$0
4
EH
Equitable Holdings
New York
$189M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
301
Elevation Wealth Partners
California
$146K – – –
CIA
302
Cape Investment Advisory
Georgia
$133K +$42.1K +446 +46%
GC
303
Garde Capital
Washington
$133K – – –
HI
304
Harbour Investments
Wisconsin
$128K +$5.66K +60 +5%
MA
305
Montag & Associates
Georgia
$124K – – –
AA
306
Ancora Advisors
Ohio
$124K – – –
SAM
307
Smartleaf Asset Management
Massachusetts
$119K – – –
BWL
308
Bogart Wealth LLC
Virginia
$114K – – –
TIM
309
Tortoise Investment Management
New York
$105K +$105K +1,110 New
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$105K – – –
M
311
MOTCO
Texas
$96.9K +$96.9K +1,027 New
CAL
312
Capital Analysts LLC
Pennsylvania
$94K – – –
CT
313
Colonial Trust
South Carolina
$93.4K – – –
IBOK
314
Independence Bank of Kentucky
Kentucky
$90.5K – – –
HPC
315
HM Payson & Co
Maine
$84.3K -$14.1K -150 -14%
KFS
316
Kelly Financial Services
Massachusetts
$75.6K – – –
TWC
317
TD Waterhouse Canada
Ontario, Canada
$74K – – –
AWM
318
Avior Wealth Management
Nebraska
$69.9K +$94 +1 +0.1%
CFD
319
Creative Financial Designs
Indiana
$61.8K +$61.8K +655 New
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$60.5K +$40.1K +425 +196%
Belvedere Trading
321
Belvedere Trading
Illinois
$59.4K +$59.4K +630 New
YDMI
322
Y.D. More Investments
Israel
$56.6K – – –
QCG
323
Quadrant Capital Group
Ohio
$56K – – –
SWM
324
Spire Wealth Management
Virginia
$52.4K +$37.7K +400 +256%
CWP
325
Concord Wealth Partners
Virginia
$51.5K +$4.81K +51 +10%
11 12
13
14 15