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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
301
Mayflower Financial Advisors
Massachusetts
$207K +$200K +2,162 New
SWM
302
Spire Wealth Management
Virginia
$207K +$148K +1,600 +288%
ATC
303
Argent Trust Co
Tennessee
$204K
Financial Engines Advisors
304
Financial Engines Advisors
California
$202K -$29.9K -324 -13%
CWM
305
Calamos Wealth Management
Illinois
$201K +$194K +2,100 New
MC
306
Middleton & Co
Massachusetts
$201K +$194K +2,100 New
SS
307
Sunbelt Securities
Texas
$200K -$373K -4,034 -66%
BlackRock
308
BlackRock
New York
$181K
WT
309
Whittier Trust
California
$176K
MHR
310
Matthew Hamilton Rosenberg
$165K
BIA
311
Bell Investment Advisors
California
$165K
HI
312
Harbour Investments
Wisconsin
$164K +$31.8K +344 +25%
EWP
313
Elevation Wealth Partners
California
$149K
CF
314
Centaurus Financial
California
$145K +$140K +1,510 New
GC
315
Garde Capital
Washington
$135K
MA
316
Montag & Associates
Georgia
$126K
FFA
317
Farther Finance Advisors
California
$124K -$126K -1,363 -51%
SAM
318
Smartleaf Asset Management
Massachusetts
$120K
CFD
319
Creative Financial Designs
Indiana
$119K +$54.1K +585 +89%
AA
320
Ancora Advisors
Ohio
$116K -$9.15K -99 -8%
BWL
321
Bogart Wealth LLC
Virginia
$114K -$1.85K -20 -2%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$102K
HNB
323
Huntington National Bank
Ohio
$99.3K
CT
324
Colonial Trust
South Carolina
$95K
IBOK
325
Independence Bank of Kentucky
Kentucky
$92.1K

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.