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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 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 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
$38.7M
2
LPL Financial
LPL Financial
California
$119M
3
AF
Allworth Financial
California
$27M
4
Morgan Stanley
Morgan Stanley
New York
$240M
5
IAA
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
EH
Equitable Holdings
New York
$189M
5
Cerity Partners
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTIM
301
Harbour Trust & Investment Management
Indiana
$231K -$9.8K -96 -4%
MA
302
McGrath & Associates
North Carolina
$231K +$231K +2,260 New
GAM
303
GEM Asset Management
Michigan
$230K – – –
JPG
304
Jordan Park Group
California
$230K +$230K +2,250 New
EL
305
EQ LLC
Washington
$228K – – –
MFG
306
Magnus Financial Group
New York
$228K +$228K +2,233 New
BF
307
Blankinship & Foster
California
$222K – – –
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$220K -$16.3K -160 -7%
MCC
309
Money Concepts Capital
Florida
$218K -$5.11K -50 -2%
ATC
310
Argent Trust Co
Tennessee
$217K – – –
MFA
311
Mayflower Financial Advisors
Massachusetts
$217K -$3.47K -34 -2%
MC
312
Middleton & Co
Massachusetts
$214K – – –
CWM
313
Calamos Wealth Management
Illinois
$214K – – –
MPW
314
MA Private Wealth
California
$214K -$10.5K -103 -5%
CHAM
315
Clear Harbor Asset Management
Connecticut
$211K +$211K +2,064 New
BFA
316
Bragg Financial Advisors
North Carolina
$209K +$209K +2,044 New
GWWM
317
Great Waters Wealth Management
Minnesota
$208K +$208K +2,040 New
PIMG
318
Patriot Investment Management Group
Tennessee
$204K +$204K +1,999 New
FDW
319
Fourth Dimension Wealth
Ohio
$202K +$202K +1,978 New
AR
320
Apeiron RIA
Texas
$202K +$202K +1,977 New
TFS
321
Thoroughbred Financial Services
Tennessee
$200K +$200K +1,966 New
FFA
322
Farther Finance Advisors
California
$193K +$61.3K +600 +47%
BlackRock
323
BlackRock
New York
$193K +$204 +2 +0.1%
HI
324
Harbour Investments
Wisconsin
$189K +$14.8K +145 +8%
MHR
325
Matthew Hamilton Rosenberg
$176K – – –
11 12
13
14 15