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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 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 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
$38.7M
2
LPL Financial
LPL Financial
California
$119M
3
AF
Allworth Financial
California
$27M
4
Morgan Stanley
Morgan Stanley
New York
$240M
5
IAA
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
EH
Equitable Holdings
New York
$189M
5
Cerity Partners
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
351
HM Payson & Co
Maine
$66.4K -$24.9K -244 -27%
AWM
352
AE Wealth Management
Kansas
$65.4K +$65.4K +641 New
EWA
353
EverSource Wealth Advisors
Alabama
$62.8K -$102 -1 -0.2%
YDMI
354
Y.D. More Investments
Israel
$61.3K – – –
BF
355
BOK Financial
Oklahoma
$60.9K – – –
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.5K -$15K -147 -20%
QCG
357
Quadrant Capital Group
Ohio
$57.9K – – –
TCM
358
TruNorth Capital Management
Michigan
$57.6K +$57.6K +564 New
CWP
359
Concord Wealth Partners
Virginia
$55.4K -$511 -5 -0.9%
NWM
360
Navigoe Wealth Management
California
$55K +$55K +540 New
AF
361
Advisornet Financial
Minnesota
$54.9K +$48.8K +478 +797%
PWA
362
Physician Wealth Advisors
Utah
$51.6K +$51.6K +505 New
BCWM
363
Bartlett & Co Wealth Management
Ohio
$45.9K – – –
AWM
364
Atticus Wealth Management
Florida
$45.3K – – –
CJ
365
Caitlin John
Michigan
$44.7K – – –
TCG
366
Transcendent Capital Group
Oklahoma
$42.5K +$42.5K +416 New
MCM
367
MAI Capital Management
Ohio
$41.7K +$41.7K +408 New
MTIC
368
Missouri Trust & Investment Company
Missouri
$40.8K – – –
AIM
369
Anchor Investment Management
South Carolina
$39.2K – – –
IRC
370
Investors Research Corp
Georgia
$38K – – –
HR
371
Howe & Rusling
New York
$37.1K +$37.1K +363 New
CCM
372
Chilton Capital Management
Texas
$36.8K +$36.8K +360 New
FGA
373
Fortis Group Advisors
New Jersey
$36.1K -$4.9K -48 -12%
PWMG
374
Private Wealth Management Group
New Jersey
$36.1K +$36.1K +354 New
RWPA
375
Richard W. Paul & Associates
Michigan
$32.5K – – –
13 14
15
16 17