iShares Expanded Tech Sector ETF
382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
59% more call options, than puts
Call options by funds: $4.21M | Put options by funds: $2.65M
23% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 102
6% more capital invested
Capital invested by funds: $2.31B → $2.46B (+$142M)
4% more funds holding
Funds holding: 368 → 382 (+14)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.46% less ownership
Funds ownership: 46.36% → 45.9% (-0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$43.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$39M |
| 3 |
Morgan Stanley
New York
|
+$14.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 5 |
JP Morgan Chase
New York
|
+$8.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.1M |
| 2 |
GAG
GM Advisory Group
Melville,
New York
|
-$18M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$12.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.53M |
| 5 |
AC
Avestar Capital
New York
|
-$7.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
401
Mather Group
Chicago,
Illinois
| – | -$30.5K | -354 | Closed |
|
|
HCM
402
Hollencrest Capital Management
Newport Beach,
California
| – | -$23.6K | -250 | Closed |
|
403
Simplex Trading
Chicago,
Illinois
| – | -$18K | -194 | Closed |
|
|
CP
404
Castleview Partners
Dallas,
Texas
| – | -$6.6K | -70 | Closed |
|
|
SFA
405
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$5.98K | -66 | Closed |
|
IGM Hedge Fund Activity: Q3 2024 in Review
382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.
- 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
- Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
- 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
- The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.
Based on aggregated 13F filings for Q3 2024.