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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 %
JWA
401
JFS Wealth Advisors
Pennsylvania
$9.7K -$2.25K -22 -19%
DF
402
Dunhill Financial
United Kingdom
$9.6K – – –
RIA
403
Realta Investment Advisors
Delaware
$8.1K – – –
FFA
404
Founders Financial Alliance
North Carolina
$7.45K – – –
VanEck Associates
405
VanEck Associates
New York
$7K +$7K +70 New
CPA
406
Cardiff Park Advisors
California
$6.8K – – –
LI
407
LRI Investments
Florida
$6.74K – – –
HT
408
Headlands Technologies
Illinois
$6.43K -$24.4K -239 -79%
LFG
409
Larson Financial Group
Missouri
$4.3K – – –
CPBTD
410
Central Pacific Bank - Trust Division
Hawaii
$4.19K – – –
LFA
411
LGT Financial Advisors
Texas
$3.68K -$306 -3 -8%
KBFS
412
Kohmann Bosshard Financial Services
Ohio
$2.45K +$2.45K +24 New
ADL
413
Asset Dedication LLC
California
$2.14K – – –
HI
414
Horizon Investments
North Carolina
$2.04K – – –
NRC
415
New Republic Capital
North Carolina
$1.02K – – –
Prudential Financial
416
Prudential Financial
New Jersey
– -$12.2M -127,378 Closed
PFS
417
Prospera Financial Services
Texas
– -$1.96M -20,453 Closed
SL
418
Summitry LLC
California
– -$1.17M -12,180 Closed
WP
419
WealthShield Partners
North Carolina
– -$1.04M -10,800 Closed
KAH
420
Kathryn A. Hall
– -$958K -9,990 Closed
Jane Street
421
Jane Street
New York
– -$921K -9,600 Closed
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
– -$892K -9,300 Closed
PCMC
423
Private Capital Management (Colorado)
Colorado
– -$576K -6,000 Closed
Marshall Wace
424
Marshall Wace
United Kingdom
– -$425K -4,433 Closed
SWM
425
Salvus Wealth Management
New Jersey
– -$288K -3,000 Closed
14 15 16
17
18