We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Advisors Capital Management
New Jersey
$238K
HTIM
302
Harbour Trust & Investment Management
Indiana
$231K -$9.65K -96 -4%
MA
303
McGrath & Associates
North Carolina
$231K +$227K +2,260 New
GAM
304
GEM Asset Management
Michigan
$230K
JPG
305
Jordan Park Group
California
$230K +$226K +2,250 New
EL
306
EQ LLC
Washington
$228K
MFG
307
Magnus Financial Group
New York
$228K +$224K +2,233 New
BF
308
Blankinship & Foster
California
$222K
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$220K -$16.1K -160 -7%
MCC
310
Money Concepts Capital
Florida
$218K -$5.03K -50 -2%
ATC
311
Argent Trust Co
Tennessee
$217K
MFA
312
Mayflower Financial Advisors
Massachusetts
$217K -$3.42K -34 -2%
CWM
313
Calamos Wealth Management
Illinois
$214K
MC
314
Middleton & Co
Massachusetts
$214K
MPW
315
MA Private Wealth
California
$214K -$10.4K -103 -5%
CHAM
316
Clear Harbor Asset Management
Connecticut
$211K +$207K +2,064 New
BFA
317
Bragg Financial Advisors
North Carolina
$209K +$205K +2,044 New
GWWM
318
Great Waters Wealth Management
Minnesota
$208K +$205K +2,040 New
PIMG
319
Patriot Investment Management Group
Tennessee
$204K +$201K +1,999 New
FDW
320
Fourth Dimension Wealth
Ohio
$202K +$199K +1,978 New
AR
321
Apeiron RIA
Texas
$202K +$199K +1,977 New
TFS
322
Thoroughbred Financial Services
Tennessee
$200K +$198K +1,966 New
FFA
323
Farther Finance Advisors
California
$193K +$60.3K +600 +47%
BlackRock
324
BlackRock
New York
$193K +$201 +2 +0.1%
HI
325
Harbour Investments
Wisconsin
$189K +$14.6K +145 +8%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.