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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$207K +$154K +1,600 +288%
ATC
302
Argent Trust Co
Tennessee
$204K – – –
Financial Engines Advisors
303
Financial Engines Advisors
California
$202K -$31.1K -324 -13%
MC
304
Middleton & Co
Massachusetts
$201K +$201K +2,100 New
CWM
305
Calamos Wealth Management
Illinois
$201K +$201K +2,100 New
SS
306
Sunbelt Securities
Texas
$200K -$387K -4,034 -66%
BlackRock
307
BlackRock
New York
$181K – – –
WT
308
Whittier Trust
California
$176K – – –
MHR
309
Matthew Hamilton Rosenberg
$165K – – –
BIA
310
Bell Investment Advisors
California
$165K – – –
HI
311
Harbour Investments
Wisconsin
$164K +$33K +344 +25%
EWP
312
Elevation Wealth Partners
California
$149K – – –
CF
313
Centaurus Financial
California
$145K +$145K +1,510 New
GC
314
Garde Capital
Washington
$135K – – –
MA
315
Montag & Associates
Georgia
$126K – – –
FFA
316
Farther Finance Advisors
California
$124K -$131K -1,363 -51%
SAM
317
Smartleaf Asset Management
Massachusetts
$120K – – –
CFD
318
Creative Financial Designs
Indiana
$119K +$56.1K +585 +89%
AA
319
Ancora Advisors
Ohio
$116K -$9.5K -99 -8%
BWL
320
Bogart Wealth LLC
Virginia
$114K -$1.92K -20 -2%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$102K – – –
HNB
322
Huntington National Bank
Ohio
$99.3K -$149K – –
CT
323
Colonial Trust
South Carolina
$95K – – –
IBOK
324
Independence Bank of Kentucky
Kentucky
$92.1K – – –
CAL
325
Capital Analysts LLC
Pennsylvania
$92K -$4.05K -42 -4%
11 12
13
14 15