We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
26
Kelly Financial Services
Massachusetts
$10.3M -$375K -6,270 -4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$10.2M -$154K -2,568 -1%
SFS
28
Strategic Financial Services
New York
$9.58M -$4.78M -79,890 -33%
LFS
29
Legacy Financial Strategies
Kansas
$8.68M +$201K +3,366 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$8.45M +$3.2M +53,526 +62%
HGWM
31
Horst & Graben Wealth Management
Oregon
$8.07M -$1.37M -22,842 -15%
PAI
32
Pittenger & Anderson Inc
Nebraska
$7.62M -$53.8K -900 -0.7%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$7.31M -$476K -7,956 -6%
CTI
34
Community Trust & Investment
Kentucky
$7.21M +$113K +1,890 +2%
PBCM
35
Point Break Capital Management
Florida
$6.96M
KNW
36
Kesler Norman & Wride
Utah
$6.72M +$91.5K +1,530 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$6.33M +$181K +3,018 +3%
MWM
38
Meridian Wealth Management
Kentucky
$6.27M +$103K +1,716 +2%
MIAN
39
Mariner Independent Advisor Network
Kansas
$5.79M +$48.1K +804 +0.8%
CAM
40
Campion Asset Management
Virginia
$5.75M +$5.72M +95,550 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5.44M
Osaic Holdings
42
Osaic Holdings
Arizona
$5.24M +$679K +11,346 +15%
WCM
43
WealthBridge Capital Management
Ohio
$5.15M +$13.6K +228 +0.3%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$4.99M
WLIM
45
White Lighthouse Investment Management
Massachusetts
$4.95M -$597K -9,984 -11%
AF
46
Apexium Financial
Texas
$4.84M +$229K +3,834 +5%
HB
47
Homrich & Berg
Georgia
$4.5M +$2.2M +36,822 +97%
AS
48
Altshuler Shaham
Israel
$4.22M +$2.23M +37,212 +113%
Deutsche Bank
49
Deutsche Bank
Germany
$4.15M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$4.12M +$2.13M +35,688 +109%

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.