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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$58.6M
2
GAG
GM Advisory Group
New York
$9.53M
3
SW
SteelPeak Wealth
California
$910K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
376
Larson Financial Group
Missouri
$4.04K – – –
CPBTD
377
Central Pacific Bank - Trust Division
Hawaii
$3.93K – – –
LFA
378
LGT Financial Advisors
Texas
$3.74K +$3.74K +39 New
ADL
379
Asset Dedication LLC
California
$2.02K -$20.4K -213 -91%
HI
380
Horizon Investments
North Carolina
$1.92K +$192 +2 +11%
CPA
381
Capital Performance Advisors
California
$1.15K +$1.15K +12 New
NRC
382
New Republic Capital
North Carolina
$959 +$959 +10 New
TRCT
383
Tower Research Capital (TRC)
New York
$863 -$671 -7 -44%
PFA
384
Pinnacle Family Advisors
Missouri
– -$3.13M -33,171 Closed
IMC Chicago
385
IMC Chicago
Illinois
– -$1.86M -19,709 Closed
WA
386
WESPAC Advisors
California
– -$1.42M -15,016 Closed
PCA
387
Pallas Capital Advisors
Massachusetts
– -$1.31M -14,033 Closed
AP
388
Advisors Preferred
Maryland
– -$343K -3,616 Closed
GCP
389
GSA Capital Partners
United Kingdom
– -$308K -3,261 Closed
IAIM
390
International Assets Investment Management
Florida
– -$295K -3,125 Closed
AIP
391
Almanack Investment Partners
Pennsylvania
– -$265K -2,814 Closed
CI
392
CX Institutional
Indiana
– -$250K -2,648 Closed
RFA
393
Rollins Financial Advisors
New York
– -$245K -2,598 Closed
HF
394
HRT Financial
New York
– -$241K -2,564 Closed
M
395
MOTCO
Texas
– -$96.9K -1,027 Closed
KFS
396
Kelly Financial Services
Massachusetts
– -$75.6K -802 Closed
HVIA
397
Hudson Valley Investment Advisors
New York
– -$354K -800 Closed
Belvedere Trading
398
Belvedere Trading
Illinois
– -$59.4K -630 Closed
PAI
399
Pittenger & Anderson Inc
Nebraska
– -$36.8K -390 Closed
MG
400
Mather Group
Illinois
– -$30.5K -354 Closed
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