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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$10.8M -$910K -12,660 -8%
CTI
27
Community Trust & Investment
Kentucky
$9.34M -$91K -1,266 -1%
PAI
28
Pittenger & Anderson Inc
Nebraska
$9.27M
CIBC World Market
29
CIBC World Market
Ontario, Canada
$8.74M -$92.7K -1,290 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.6M +$238K +3,312 +3%
SI
31
Stephens Inc
Arkansas
$8.59M -$5.4M -75,180 -39%
PBCM
32
Point Break Capital Management
Florida
$8.46M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.04M -$3.34M -46,458 -30%
KNW
34
Kesler Norman & Wride
Utah
$7.67M +$302K +4,206 +4%
MWM
35
Meridian Wealth Management
Kentucky
$7.67M
HWM
36
HB Wealth Management
Georgia
$7.54M +$7.41M +103,074 New
Osaic Holdings
37
Osaic Holdings
Arizona
$7.52M +$110K +1,524 +2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$6.96M -$3.55M -49,428 -34%
MIAN
39
Mariner Independent Advisor Network
Kansas
$6.74M -$351K -4,890 -5%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.4M +$971K +13,506 +18%
AF
41
Apexium Financial
Texas
$6.16M -$191K -2,658 -3%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$6.04M
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$5.92M +$5.82M +80,910 New
WCM
44
WealthBridge Capital Management
Ohio
$5.18M -$500K -6,954 -9%
WLIM
45
White Lighthouse Investment Management
Massachusetts
$5.15M -$10.3K -144 -0.2%
SPIA
46
Steward Partners Investment Advisory
New York
$5.11M +$187K +2,604 +4%
Deutsche Bank
47
Deutsche Bank
Germany
$5.05M
NA
48
NewEdge Advisors
Louisiana
$4.65M +$868K +12,078 +23%
SC
49
Scotia Capital
Ontario, Canada
$4.64M +$70.3K +978 +2%
Stifel Financial
50
Stifel Financial
Missouri
$4.6M +$529K +7,356 +13%

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.