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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$294M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$11.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
WC
Westwind Capital
New Mexico
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
351
Citizens Financial Group
Rhode Island
$214K +$214K +1,907 New
BlackRock
352
BlackRock
New York
$212K -$150K -1,338 -42%
SAI
353
Savvy Advisors Inc
New York
$211K +$211K +1,881 New
CRWM
354
Castle Rock Wealth Management
California
$208K +$208K +1,800 New
BF
355
Blankinship & Foster
California
$207K +$207K +1,847 New
CPIG
356
Chicago Partners Investment Group
Illinois
$204K +$204K +1,782 New
SOWAS
357
Silver Oak Wealth Advisors Services
California
$202K +$202K +1,800 New
NDSI
358
Newman Dignan & Sheerar Inc
Rhode Island
$202K +$202K +1,800 New
KA
359
Klingman & Associates
New York
$202K +$202K +1,800 New
SFP
360
Shepherd Financial Partners
Massachusetts
$202K +$202K +1,800 New
FFA
361
Farther Finance Advisors
California
$199K +$9.21K +82 +5%
MHR
362
Matthew Hamilton Rosenberg
$193K – – –
EWP
363
Elevation Wealth Partners
California
$172K -$1.57K -14 -0.9%
VWM
364
Vermillion Wealth Management
Minnesota
$167K +$68.3K +608 +69%
GC
365
Garde Capital
Washington
$158K – – –
CAL
366
Capital Analysts LLC
Pennsylvania
$143K – – –
CI
367
CX Institutional
Indiana
$143K +$110K +975 +327%
SAM
368
Smartleaf Asset Management
Massachusetts
$140K – – –
TH
369
TCTC Holdings
Texas
$139K – – –
AA
370
Ancora Advisors
Ohio
$136K – – –
AG
371
AmeriFlex Group
Nevada
$134K +$111 +1 +0.1%
SC
372
Soundwatch Capital
Connecticut
$128K +$128K +62,657 New
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$120K – – –
AAS
374
Ameritas Advisory Services
Nebraska
$119K +$119K +1,059 New
BCWM
375
Bartlett & Co Wealth Management
Ohio
$117K +$64.1K +571 +120%
13 14
15
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