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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Concord Wealth Partners
Virginia
$51.5K +$4.47K +51 +10%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$42.4K
AWM
328
Atticus Wealth Management
Florida
$41.9K
CJ
329
Caitlin John
Michigan
$41.3K -$9.98K -114 -21%
EWA
330
EverSource Wealth Advisors
Alabama
$39.3K
MTIC
331
Missouri Trust & Investment Company
Missouri
$37.7K -$12.3K -140 -26%
PAI
332
Pittenger & Anderson Inc
Nebraska
$36.8K
FAM
333
Family Asset Management
South Carolina
$36.6K +$34K +388 New
AIM
334
Anchor Investment Management
South Carolina
$36.2K
IRC
335
Investors Research Corp
Georgia
$35.1K
MG
336
Mather Group
Illinois
$30.5K +$31K +354 New
RWPA
337
Richard W. Paul & Associates
Michigan
$30K
AF
338
Allworth Financial
California
$28.5K
MPCG
339
Matrix Private Capital Group
New York
$28.3K
William Blair & Company
340
William Blair & Company
Illinois
$28.3K
FGAM
341
Financial Gravity Asset Management
Texas
$26.6K -$14.4K -164 -37%
KFI
342
Key Financial Inc
Pennsylvania
$24.3K
NCM
343
Northwest Capital Management
Oregon
$23.8K
HCM
344
Hollencrest Capital Management
California
$23.6K +$21.9K +250 New
CTA
345
Colonial Trust Advisors
South Carolina
$22.6K
ADL
346
Asset Dedication LLC
California
$22.1K
CIAS
347
Capital Investment Advisory Services
North Carolina
$20.9K
AEPWM
348
Atlantic Edge Private Wealth Management
Florida
$19.8K
TCOV
349
Trust Company of Vermont
Vermont
$19.8K +$18.4K +210 New
AW
350
Avion Wealth
Texas
$19K

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.