IGM icon

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 %
BIA
326
Bell Investment Advisors
California
$175K – – –
EWP
327
Elevation Wealth Partners
California
$158K – – –
GC
328
Garde Capital
Washington
$144K – – –
MA
329
Montag & Associates
Georgia
$140K +$6.13K +60 +5%
SAM
330
Smartleaf Asset Management
Massachusetts
$130K – – –
AG
331
AmeriFlex Group
Nevada
$126K +$126K +1,203 New
TH
332
TCTC Holdings
Texas
$126K +$126K +1,233 New
AA
333
Ancora Advisors
Ohio
$124K – – –
Barclays
334
Barclays
United Kingdom
$123K +$123K +1,200 New
BWL
335
Bogart Wealth LLC
Virginia
$123K +$1.53K +15 +1%
FWM
336
FLP Wealth Management
Arkansas
$123K +$123K +1,200 New
CFD
337
Creative Financial Designs
Indiana
$118K -$8.37K -82 -7%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$110K – – –
HNB
339
Huntington National Bank
Ohio
$106K -$99.3K – –
CT
340
Colonial Trust
South Carolina
$101K – – –
IBOK
341
Independence Bank of Kentucky
Kentucky
$98K – – –
CAL
342
Capital Analysts LLC
Pennsylvania
$97K – – –
AssetMark Inc
343
AssetMark Inc
California
$95K +$27.9K +273 +41%
SAM
344
Synergy Asset Management
Washington
$89.2K +$89.2K +930 New
WT
345
Whittier Trust
California
$86.5K -$101K -989 -54%
CTC
346
Central Trust Company
Missouri
$83.3K +$83.3K +816 New
TWC
347
TD Waterhouse Canada
Ontario, Canada
$76K -$3.57K -35 -4%
AWM
348
Avior Wealth Management
Nebraska
$75.8K +$102 +1 +0.1%
UCB
349
United Community Bank
South Carolina
$73.5K – – –
VWM
350
Vermillion Wealth Management
Minnesota
$69.4K +$69.4K +680 New
12 13
14
15 16