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iShares Expanded Tech Sector ETF
IGM

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: 382 → 415 (+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: 12 → 12 (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

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$37.2M
2
LPL Financial
LPL Financial
California
+$26.6M
3
AF
Allworth Financial
California
+$25.4M
4
Morgan Stanley
Morgan Stanley
New York
+$22.7M
5
IAA
Independent Advisor Alliance
North Carolina
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.5M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.2M
4
EH
Equitable Holdings
New York
-$12M
5
Cerity Partners
Cerity Partners
New York
-$8.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
326
Matthew Hamilton Rosenberg
$176K – – –
BIA
327
Bell Investment Advisors
California
$175K – – –
EPIME
328
Evelyn Partners Investment Management (Europe)
$165K +$163K +1,620 New
EWP
329
Elevation Wealth Partners
California
$158K – – –
GC
330
Garde Capital
Washington
$144K – – –
MA
331
Montag & Associates
Georgia
$140K +$6.03K +60 +5%
SAM
332
Smartleaf Asset Management
Massachusetts
$130K – – –
AG
333
AmeriFlex Group
Nevada
$126K +$121K +1,203 New
TH
334
TCTC Holdings
Texas
$126K +$124K +1,233 New
AA
335
Ancora Advisors
Ohio
$124K – – –
BWL
336
Bogart Wealth LLC
Virginia
$123K +$1.51K +15 +1%
Barclays
337
Barclays
United Kingdom
$123K +$121K +1,200 New
FWM
338
FLP Wealth Management
Arkansas
$123K +$121K +1,200 New
CFD
339
Creative Financial Designs
Indiana
$118K -$8.24K -82 -7%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$110K – – –
HNB
341
Huntington National Bank
Ohio
$106K – – –
CT
342
Colonial Trust
South Carolina
$101K – – –
IBOK
343
Independence Bank of Kentucky
Kentucky
$98K – – –
CAL
344
Capital Analysts LLC
Pennsylvania
$97K – – –
AssetMark Inc
345
AssetMark Inc
California
$95K +$27.4K +273 +41%
SAM
346
Synergy Asset Management
Washington
$89.2K +$93.5K +930 New
WT
347
Whittier Trust
California
$86.5K -$99.4K -989 -54%
CTC
348
Central Trust Company
Missouri
$83.3K +$82K +816 New
TWC
349
TD Waterhouse Canada
Ontario, Canada
$76K -$3.52K -35 -4%
AWM
350
Avior Wealth Management
Nebraska
$75.8K +$101 +1 +0.1%
12 13
14
15 16

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.