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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

415 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
43
Increased
134
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$22.4M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
+$20.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.3M
5
SWP
Sagespring Wealth Partners
Tennessee
+$10.3M

Top Sellers

1
SW
SteelPeak Wealth
California
-$33.9M
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$12.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.35M
4
IAA
Independent Advisor Alliance
North Carolina
-$9.23M
5
Morgan Stanley
Morgan Stanley
New York
-$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
326
Sunbelt Securities
Texas
$183K -$276K -3,043 -60%
MHR
327
Matthew Hamilton Rosenberg
$156K – – –
BIA
328
Bell Investment Advisors
California
$156K – – –
FFA
329
Farther Finance Advisors
California
$155K -$18.1K -198 -10%
FHA
330
First Horizon Advisors
Tennessee
$146K +$127K +1,405 +703%
EWP
331
Elevation Wealth Partners
California
$140K – – –
MA
332
Montag & Associates
Georgia
$131K +$6.8K +75 +5%
GC
333
Garde Capital
Washington
$128K – – –
CAL
334
Capital Analysts LLC
Pennsylvania
$116K +$29.3K +323 +34%
SAM
335
Smartleaf Asset Management
Massachusetts
$114K – – –
CFD
336
Creative Financial Designs
Indiana
$113K +$7.98K +88 +8%
TH
337
TCTC Holdings
Texas
$112K – – –
AA
338
Ancora Advisors
Ohio
$110K – – –
AG
339
AmeriFlex Group
Nevada
$109K – – –
BWL
340
Bogart Wealth LLC
Virginia
$108K -$907 -10 -0.8%
MWM
341
MorganRosel Wealth Management
Colorado
$93.3K +$93.3K +1,029 New
CT
342
Colonial Trust
South Carolina
$89.8K – – –
NEWAS
343
N.E.W. Advisory Services
Wisconsin
$87.3K +$87.3K +963 New
IBOK
344
Independence Bank of Kentucky
Kentucky
$87K – – –
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$85.2K – – –
AssetMark Inc
346
AssetMark Inc
California
$84.4K – – –
VWM
347
Vermillion Wealth Management
Minnesota
$79.8K +$18.1K +200 +29%
WT
348
Whittier Trust
California
$76.8K – – –
CTC
349
Central Trust Company
Missouri
$74K – – –
Allspring Global Investments
350
Allspring Global Investments
North Carolina
$70.5K +$70.5K +767 New
12 13
14
15 16