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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
AEPWM
401
Atlantic Edge Private Wealth Management
Florida
$11.2K
GK
402
Graney & King
New York
$10.2K +$10.1K +100 New
JWA
403
JFS Wealth Advisors
Pennsylvania
$9.7K -$2.21K -22 -19%
DF
404
Dunhill Financial
United Kingdom
$9.6K
RIA
405
Realta Investment Advisors
Delaware
$8.1K
FFA
406
Founders Financial Alliance
North Carolina
$7.45K
VanEck Associates
407
VanEck Associates
New York
$7K +$7.04K +70 New
CPA
408
Cardiff Park Advisors
California
$6.8K
LI
409
LRI Investments
Florida
$6.74K
HT
410
Headlands Technologies
Illinois
$6.43K -$24K -239 -79%
LFG
411
Larson Financial Group
Missouri
$4.3K
CPBTD
412
Central Pacific Bank - Trust Division
Hawaii
$4.19K
LFA
413
LGT Financial Advisors
Texas
$3.67K -$302 -3 -8%
KBFS
414
Kohmann Bosshard Financial Services
Ohio
$2.45K +$2.41K +24 New
ADL
415
Asset Dedication LLC
California
$2.14K
HI
416
Horizon Investments
North Carolina
$2.04K
NRC
417
New Republic Capital
North Carolina
$1.02K
Prudential Financial
418
Prudential Financial
New Jersey
-$12.2M -127,378 Closed
PFS
419
Prospera Financial Services
Texas
-$1.96M -20,453 Closed
SL
420
Summitry LLC
California
-$1.17M -12,180 Closed
NPT
421
National Philanthropic Trust
Pennsylvania
-$1.16M -12,101 Closed
WP
422
WealthShield Partners
North Carolina
-$1.04M -10,800 Closed
KAH
423
Kathryn A. Hall
-$958K -9,990 Closed
Jane Street
424
Jane Street
New York
-$921K -9,600 Closed
D.E. Shaw & Co
425
D.E. Shaw & Co
New York
-$892K -9,300 Closed

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.