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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 %
MPCG
376
Matrix Private Capital Group
New York
$30.6K – – –
William Blair & Company
377
William Blair & Company
Illinois
$30.6K – – –
OPTFSNA
378
Old Point Trust & Financial Services N A
Virginia
$30.6K +$30.6K +300 New
VHAM
379
Van Hulzen Asset Management
California
$30K +$30K +294 New
MFA
380
Morling Financial Advisors
California
$29.5K +$29.5K +289 New
FGC
381
Financial Gravity Companies
Texas
$28.8K – – –
ACA
382
Aptus Capital Advisors
Alabama
$26.5K +$26.5K +260 New
KFI
383
Key Financial Inc
Pennsylvania
$26.3K – – –
NCM
384
Northwest Capital Management
Oregon
$25.7K – – –
CTA
385
Colonial Trust Advisors
South Carolina
$24.5K – – –
ITIM
386
Indiana Trust & Investment Management
Indiana
$24.2K – – –
NP
387
NorthRock Partners
Minnesota
$23K – – –
CIAS
388
Capital Investment Advisory Services
North Carolina
$22.7K – – –
TCOV
389
Trust Company of Vermont
Vermont
$21.4K – – –
AW
390
Avion Wealth
Texas
$21K – – –
FHA
391
First Horizon Advisors
Tennessee
$20.4K +$20.4K +200 New
BCMLT
392
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K – – –
AWM
393
Accredited Wealth Management
Kentucky
$15.7K +$15.7K +154 New
CSWM
394
Cassady Schiller Wealth Management
Ohio
$15.3K – – –
VWM
395
Venturi Wealth Management
Texas
$15.3K – – –
CMA
396
Cedar Mountain Advisors
Oregon
$12.3K – – –
AF
397
Atala Financial
California
$12.3K +$12.3K +120 New
AIC
398
Archer Investment Corporation
Indiana
$11.6K – – –
AEPWM
399
Atlantic Edge Private Wealth Management
Florida
$11.2K – – –
GK
400
Graney & King
New York
$10.2K +$10.2K +100 New
14 15
16
17 18