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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
351
Simplex Trading
Illinois
$18K +$17K +194 New
BCMLT
352
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K
CSWM
353
Cassady Schiller Wealth Management
Ohio
$14.2K
VWM
354
Venturi Wealth Management
Texas
$14.1K
CMA
355
Cedar Mountain Advisors
Oregon
$11.3K
AIC
356
Archer Investment Corporation
Indiana
$10.8K
DF
357
Dunhill Financial
United Kingdom
$8.86K
CPG
358
Cornerstone Planning Group
New Jersey
$7.57K
RIA
359
Realta Investment Advisors
Delaware
$7.36K -$525 -6 -7%
FFA
360
Founders Financial Alliance
North Carolina
$6.87K
CP
361
Castleview Partners
Texas
$6.6K +$6.13K +70 New
CPA
362
Cardiff Park Advisors
California
$6.28K
LI
363
LRI Investments
Florida
$6.22K +$5.78K +66 New
SFA
364
Semmax Financial Advisors
North Carolina
$5.98K
AF
365
Advisornet Financial
Minnesota
$5.66K
HT
366
Headlands Technologies
Illinois
$4.15K +$3.85K +44 New
LFG
367
Larson Financial Group
Missouri
$3.97K +$1.05K +12 +40%
CPBTD
368
Central Pacific Bank - Trust Division
Hawaii
$3.87K
HI
369
Horizon Investments
North Carolina
$1.7K
TRCT
370
Tower Research Capital (TRC)
New York
$1.51K -$15K -171 -91%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
-$10.2M -118,824 Closed
MWM
372
Meridian Wealth Management
Kentucky
-$6M -69,612 Closed
HFRG
373
Houlihan Financial Resource Group
Virginia
-$1.67M -19,322 Closed
IWA
374
Icon Wealth Advisors
Texas
-$1.27M -14,688 Closed
Renaissance Technologies
375
Renaissance Technologies
New York
-$836K -9,700 Closed

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.