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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

451 hedge funds and large institutions have $3.1B invested in iShares Expanded Tech Sector ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+36
Holders Change %
+8.67%
% of All Funds
6.05%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
63
Increased
125
Reduced
149
Closed
21
Calls
$10.3M
Puts
$955K
Net Calls
+$9.39M
Net Calls Change
+$6.2M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$172M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.1M
4
UBS Group
4
UBS Group
Switzerland
$62.5M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$23.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$294M
2
OCBCO
2
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11.1M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
WC
5
Westwind Capital
New Mexico
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
326
Mayflower Financial Advisors
Massachusetts
$260K -$35.2K -313 -12%
GCL
327
Gouws Capital LLC
North Carolina
$258K – – –
TF
328
Trek Financial
Arizona
$256K +$256K +2,280 New
HTIM
329
Harbour Trust & Investment Management
Indiana
$254K – – –
MA
330
McGrath & Associates
North Carolina
$254K – – –
JPG
331
Jordan Park Group
California
$253K – – –
EL
332
EQ LLC
Washington
$251K – – –
AWS
333
Atria Wealth Solutions
New York
$247K -$775K -6,896 -76%
WPC
334
Wedmont Private Capital
Pennsylvania
$245K +$245K +2,159 New
CW
335
CreativeOne Wealth
Kansas
$245K +$245K +2,178 New
MFG
336
Magnus Financial Group
New York
$239K +$239K +2,131 New
ATC
337
Argent Trust Co
Tennessee
$239K +$239K +2,130 New
MC
338
Middleton & Co
Massachusetts
$236K +$236K +2,100 New
CWM
339
Calamos Wealth Management
Illinois
$236K +$236K +2,100 New
BWL
340
Bogart Wealth LLC
Virginia
$235K +$101K +902 +76%
CHAM
341
Clear Harbor Asset Management
Connecticut
$232K +$232K +2,064 New
OCM
342
Osterweis Capital Management
California
$231K -$582K – –
BFA
343
Bragg Financial Advisors
North Carolina
$230K +$230K +2,044 New
GWWM
344
Great Waters Wealth Management
Minnesota
$229K +$229K +2,040 New
GAM
345
GEM Asset Management
Michigan
$227K +$227K +2,016 New
PIMG
346
Patriot Investment Management Group
Tennessee
$225K +$225K +1,999 New
MPW
347
MA Private Wealth
California
$223K +$223K +1,986 New
GIA
348
Gladstone Institutional Advisory
Florida
$219K -$78K -694 -26%
MSR
349
Main Street Research
Connecticut
$217K +$217K +1,932 New
EL
350
EWA LLC
Pennsylvania
$217K +$217K +1,929 New
12 13
14
15 16