We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
351
Matrix Private Capital Group
New York
$28.8K
William Blair & Company
352
William Blair & Company
Illinois
$28.8K
FGC
353
Financial Gravity Companies
Texas
$27.1K +$26.1K +282 New
KFI
354
Key Financial Inc
Pennsylvania
$24.8K
NCM
355
Northwest Capital Management
Oregon
$24.2K
CTA
356
Colonial Trust Advisors
South Carolina
$23K
ITIM
357
Indiana Trust & Investment Management
Indiana
$22.7K +$21.9K +237 New
NP
358
NorthRock Partners
Minnesota
$21.6K +$20.8K +225 New
CIAS
359
Capital Investment Advisory Services
North Carolina
$21.3K
TCOV
360
Trust Company of Vermont
Vermont
$20.1K
AW
361
Avion Wealth
Texas
$20K
DJSG
362
D.J. St. Germain
Massachusetts
$17.8K +$17.2K +186 New
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K
CSWM
364
Cassady Schiller Wealth Management
Ohio
$14.4K
VWM
365
Venturi Wealth Management
Texas
$14.4K
CMA
366
Cedar Mountain Advisors
Oregon
$11.5K
JWA
367
JFS Wealth Advisors
Pennsylvania
$11.2K +$10.8K +117 New
AIC
368
Archer Investment Corporation
Indiana
$10.9K
AEPWM
369
Atlantic Edge Private Wealth Management
Florida
$10.6K -$9.24K -100 -48%
DF
370
Dunhill Financial
United Kingdom
$9.02K
RIA
371
Realta Investment Advisors
Delaware
$7.74K
FFA
372
Founders Financial Alliance
North Carolina
$7K
LI
373
LRI Investments
Florida
$6.67K
CPA
374
Cardiff Park Advisors
California
$6.39K
AF
375
Advisornet Financial
Minnesota
$5.76K

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.