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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
PWMG
376
Private Wealth Management Group
New Jersey
$36.1K +$35.6K +354 New
RWPA
377
Richard W. Paul & Associates
Michigan
$32.5K
MPCG
378
Matrix Private Capital Group
New York
$30.6K
William Blair & Company
379
William Blair & Company
Illinois
$30.6K
OPTFSNA
380
Old Point Trust & Financial Services N A
Virginia
$30.6K +$30.2K +300 New
VHAM
381
Van Hulzen Asset Management
California
$30K +$29.6K +294 New
MFA
382
Morling Financial Advisors
California
$29.5K +$29K +289 New
FGC
383
Financial Gravity Companies
Texas
$28.8K
ACA
384
Aptus Capital Advisors
Alabama
$26.5K +$26.1K +260 New
KFI
385
Key Financial Inc
Pennsylvania
$26.3K
NCM
386
Northwest Capital Management
Oregon
$25.7K
CTA
387
Colonial Trust Advisors
South Carolina
$24.5K
ITIM
388
Indiana Trust & Investment Management
Indiana
$24.2K
NP
389
NorthRock Partners
Minnesota
$23K
CIAS
390
Capital Investment Advisory Services
North Carolina
$22.7K
TCOV
391
Trust Company of Vermont
Vermont
$21.4K
AW
392
Avion Wealth
Texas
$21K
FHA
393
First Horizon Advisors
Tennessee
$20.4K +$20.1K +200 New
BCMLT
394
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K
AWM
395
Accredited Wealth Management
Kentucky
$15.7K +$15.5K +154 New
CSWM
396
Cassady Schiller Wealth Management
Ohio
$15.3K
VWM
397
Venturi Wealth Management
Texas
$15.3K
CMA
398
Cedar Mountain Advisors
Oregon
$12.3K
AF
399
Atala Financial
California
$12.3K +$12.1K +120 New
AIC
400
Archer Investment Corporation
Indiana
$11.6K

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.