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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

415 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
43
Increased
134
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$22.4M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$38.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.5M
5
SWP
Sagespring Wealth Partners
Tennessee
$11.3M

Top Sellers

1
SW
SteelPeak Wealth
California
$509K
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$14.9M
4
IAA
Independent Advisor Alliance
North Carolina
$380K
5
Morgan Stanley
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
426
Brinker Capital Investments
Pennsylvania
– -$256K -2,503 Closed
GAM
427
GEM Asset Management
Michigan
– -$230K -2,250 Closed
MFG
428
Magnus Financial Group
New York
– -$228K -2,233 Closed
BF
429
Blankinship & Foster
California
– -$222K -2,175 Closed
MCC
430
Money Concepts Capital
Florida
– -$218K -2,132 Closed
ATC
431
Argent Trust Co
Tennessee
– -$217K -2,130 Closed
CWM
432
Calamos Wealth Management
Illinois
– -$214K -2,100 Closed
MC
433
Middleton & Co
Massachusetts
– -$214K -2,100 Closed
MPW
434
MA Private Wealth
California
– -$214K -2,098 Closed
CHAM
435
Clear Harbor Asset Management
Connecticut
– -$211K -2,064 Closed
BFA
436
Bragg Financial Advisors
North Carolina
– -$209K -2,044 Closed
GWWM
437
Great Waters Wealth Management
Minnesota
– -$208K -2,040 Closed
PIMG
438
Patriot Investment Management Group
Tennessee
– -$204K -1,999 Closed
AR
439
Apeiron RIA
Texas
– -$202K -1,977 Closed
TFS
440
Thoroughbred Financial Services
Tennessee
– -$200K -1,966 Closed
FWM
441
FLP Wealth Management
Arkansas
– -$123K -1,200 Closed
SAM
442
Synergy Asset Management
Washington
– -$89.2K -930 Closed
AWM
443
Avior Wealth Management
Nebraska
– -$75.8K -742 Closed
CJ
444
Caitlin John
Michigan
– -$44.7K -438 Closed
TCG
445
Transcendent Capital Group
Oklahoma
– -$42.5K -416 Closed
RWPA
446
Richard W. Paul & Associates
Michigan
– -$32.5K -318 Closed
VHAM
447
Van Hulzen Asset Management
California
– -$30K -294 Closed
MFA
448
Morling Financial Advisors
California
– -$29.5K -289 Closed
VWM
449
Venturi Wealth Management
Texas
– -$15.3K -150 Closed
LI
450
LRI Investments
Florida
– -$6.74K -66 Closed
15 16 17
18
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