iShares Expanded Tech Sector ETF
IGM
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.
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: 382 → 415 (+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: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$37.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$26.6M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$25.4M |
| 4 |
Morgan Stanley
New York
|
+$22.7M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$12.2M |
| 4 |
EH
Equitable Holdings
New York
|
-$12M |
| 5 |
Cerity Partners
New York
|
-$8.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCMC
426
Private Capital Management (Colorado)
Denver,
Colorado
| – | -$576K | -6,000 | Closed |
|
427
Marshall Wace
London,
United Kingdom
| – | -$425K | -4,433 | Closed |
|
|
SWM
428
Salvus Wealth Management
Red Bank,
New Jersey
| – | -$288K | -3,000 | Closed |
|
|
USCWA
429
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$228K | -2,379 | Closed |
|
|
CRWM
430
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$208K | -2,160 | Closed |
|
|
NFA
431
Northwest Financial Advisors
Herndon,
Virginia
| – | -$51.8K | -540 | Closed |
|
|
DJSG
432
D.J. St. Germain
Springfield,
Massachusetts
| – | -$17.8K | -186 | Closed |
|
|
CPG
433
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$5.38K | -54 | Closed |
|
|
CPA
434
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.15K | -12 | Closed |
|
|
TRCT
435
Tower Research Capital (TRC)
New York
| – | -$863 | -9 | 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.