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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
351
Matrix Private Capital Group
New York
$28.8K – – –
FGC
352
Financial Gravity Companies
Texas
$27.1K +$27.1K +282 New
KFI
353
Key Financial Inc
Pennsylvania
$24.8K – – –
NCM
354
Northwest Capital Management
Oregon
$24.2K – – –
CTA
355
Colonial Trust Advisors
South Carolina
$23K – – –
ITIM
356
Indiana Trust & Investment Management
Indiana
$22.7K +$22.7K +237 New
NP
357
NorthRock Partners
Minnesota
$21.6K +$21.6K +225 New
CIAS
358
Capital Investment Advisory Services
North Carolina
$21.3K – – –
TCOV
359
Trust Company of Vermont
Vermont
$20.1K – – –
AW
360
Avion Wealth
Texas
$20K – – –
DJSG
361
D.J. St. Germain
Massachusetts
$17.8K +$17.8K +186 New
BCMLT
362
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K – – –
CSWM
363
Cassady Schiller Wealth Management
Ohio
$14.4K – – –
VWM
364
Venturi Wealth Management
Texas
$14.4K – – –
CMA
365
Cedar Mountain Advisors
Oregon
$11.5K – – –
JWA
366
JFS Wealth Advisors
Pennsylvania
$11.2K +$11.2K +117 New
AIC
367
Archer Investment Corporation
Indiana
$10.9K – – –
AEPWM
368
Atlantic Edge Private Wealth Management
Florida
$10.6K -$9.6K -100 -48%
DF
369
Dunhill Financial
United Kingdom
$9.02K – – –
RIA
370
Realta Investment Advisors
Delaware
$7.74K – – –
FFA
371
Founders Financial Alliance
North Carolina
$7K – – –
LI
372
LRI Investments
Florida
$6.67K – – –
CPA
373
Cardiff Park Advisors
California
$6.39K – – –
AF
374
Advisornet Financial
Minnesota
$5.76K – – –
CPG
375
Cornerstone Planning Group
New Jersey
$5.38K -$3.69K -37 -41%
13 14
15
16 17