iShares Expanded Tech Sector ETF
IGM
339 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 20 closing their positions.
229% more call options, than puts
Call options by funds: $3.81M | Put options by funds: $1.16M
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
6% more funds holding
Funds holding: 320 → 339 (+19)
2% more capital invested
Capital invested by funds: $1.93B → $1.97B (+$46.4M)
5% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 102
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
261.27% less ownership
Funds ownership: 306.77% → 45.51% (-261%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$18.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.87M |
| 3 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$6.35M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.92M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$132M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$107M |
| 3 |
EH
Equitable Holdings
New York
|
-$11.7M |
| 4 |
Goldman Sachs
New York
|
-$11.6M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIMG
351
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$280K | -3,756 | Closed |
|
|
BCP
352
Blue Chip Partners
Farmington Hills,
Michigan
| – | -$267K | -3,570 | Closed |
|
353
Pathstone Holdings
Englewood,
New Jersey
| – | -$238K | -3,192 | Closed |
|
|
TFS
354
Thoroughbred Financial Services
Brentwood,
Tennessee
| – | -$222K | -2,976 | Closed |
|
|
EA
355
Everpar Advisors
Tulsa,
Oklahoma
| – | -$218K | -2,922 | Closed |
|
|
GIA
356
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$211K | -2,820 | Closed |
|
357
Belvedere Trading
Chicago,
Illinois
| – | -$85K | -1,044 | Closed |
|
|
NFA
358
Northwest Financial Advisors
Herndon,
Virginia
| – | -$40.3K | -540 | Closed |
|
|
AFG
359
Albion Financial Group
Salt Lake City,
Utah
| – | -$31.4K | -420 | Closed |
|
|
RIM
360
Rockbridge Investment Management
Syracuse,
New York
| – | -$26.9K | -360 | Closed |
|
|
GIA
361
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$2.69K | -36 | Closed |
|
IGM Hedge Fund Activity: Q1 2024 in Review
339 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2024, worth a combined $1.97B — up 2.4% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IGM positions and 20 closed out — a net gain of 22 holders — while 97 added to existing stakes and 102 trimmed.
The largest buyer was Portfolio Strategies, adding an estimated $18.4M. The largest seller was Morgan Stanley, cutting an estimated $132M.
- 339 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2024, up from 320 in Q4 2023.
- Funds reported $1.97B of iShares Expanded Tech Sector ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
- 42 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2024 and 20 closed out, a net change of +22 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q1 2024 was Portfolio Strategies, an estimated $18.4M added.
- The largest iShares Expanded Tech Sector ETF seller in Q1 2024 was Morgan Stanley, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2024.