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iShares Expanded Tech Sector ETF

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
351
United Community Bank
South Carolina
$73.5K
VWM
352
Vermillion Wealth Management
Minnesota
$69.4K +$68.3K +680 New
HPC
353
HM Payson & Co
Maine
$66.4K -$24.5K -244 -27%
AWM
354
AE Wealth Management
Kansas
$65.4K +$64.4K +641 New
EWA
355
EverSource Wealth Advisors
Alabama
$62.8K -$101 -1 -0.2%
YDMI
356
Y.D. More Investments
Israel
$61.3K
BF
357
BOK Financial
Oklahoma
$60.9K
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.5K -$14.8K -147 -20%
QCG
359
Quadrant Capital Group
Ohio
$57.9K
TCM
360
TruNorth Capital Management
Michigan
$57.6K +$56.7K +564 New
CWP
361
Concord Wealth Partners
Virginia
$55.4K -$503 -5 -0.9%
NWM
362
Navigoe Wealth Management
California
$55K +$54.3K +540 New
AF
363
Advisornet Financial
Minnesota
$54.9K +$48K +478 +797%
PWA
364
Physician Wealth Advisors
Utah
$51.6K +$50.8K +505 New
BCWM
365
Bartlett & Co Wealth Management
Ohio
$45.9K
AWM
366
Atticus Wealth Management
Florida
$45.3K
CJ
367
Caitlin John
Michigan
$44.7K
TCG
368
Transcendent Capital Group
Oklahoma
$42.5K +$41.8K +416 New
MCM
369
MAI Capital Management
Ohio
$41.7K +$41K +408 New
MTIC
370
Missouri Trust & Investment Company
Missouri
$40.8K
AIM
371
Anchor Investment Management
South Carolina
$39.2K
IRC
372
Investors Research Corp
Georgia
$38K
HR
373
Howe & Rusling
New York
$37.1K +$36.5K +363 New
CCM
374
Chilton Capital Management
Texas
$36.8K +$36.2K +360 New
FGA
375
Fortis Group Advisors
New Jersey
$36.1K -$4.82K -48 -12%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.