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iShares Expanded Tech Sector ETF

288 hedge funds and large institutions have $173B invested in iShares Expanded Tech Sector ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,040% more capital invested

Capital invested by funds: $1.56B → $173B (+$172B)

142% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.12M

102.88% more ownership

Funds ownership: 239.4%342.29% (+103%)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

5% more funds holding

Funds holding: 273288 (+15)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
288
Holders Change
+15
Holders Change %
+5.49%
% of All Funds
4.54%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
50
Increased
76
Reduced
80
Closed
31
Calls
$7.54M
Puts
$3.12M
Net Calls
+$4.42M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$13.2M +$12.5M +194,898 +2,369%
MC
27
Mathes Company
New York
$13M -$84.2K -1,308 -0.6%
AWM
28
AE Wealth Management
Kansas
$11.8M +$8.54M +132,654 +271%
LFS
29
Legacy Financial Strategies
Kansas
$11.6M +$1.39M +21,642 +14%
Goldman Sachs
30
Goldman Sachs
New York
$11.5M -$559K -8,688 -5%
GAG
31
GM Advisory Group
New York
$10.8M -$39.7M -616,482 -79%
B
32
Bailard
California
$9.61M +$25.5K +396 +0.3%
DC
33
Davenport & Co
Virginia
$8.73M +$8.68M +134,838 New
Stifel Financial
34
Stifel Financial
Missouri
$8.66M +$4.56M +70,794 +113%
NA
35
NewEdge Advisors
Louisiana
$8.04M +$3.89M +60,444 +95%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$7.99M +$251K +3,906 +3%
Osaic Holdings
37
Osaic Holdings
Arizona
$7.81M +$1.74M +27,078 +26%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$7.67M +$52.9K +822 +0.7%
OMC
39
Old Mission Capital
Illinois
$7.25M +$7.2M +111,876 New
KNW
40
Kesler Norman & Wride
Utah
$7.24M +$445K +6,912 +7%
HWM
41
HB Wealth Management
Georgia
$6.93M +$251K +3,906 +4%
MWM
42
Meridian Wealth Management
Kentucky
$6.72M -$69.1K -1,074 -1%
MIAN
43
Mariner Independent Advisor Network
Kansas
$6.15M +$230K +3,576 +4%
AS
44
Altshuler Shaham
Israel
$5.97M +$5.93M +92,148 New
AF
45
Apexium Financial
Texas
$5.96M -$3.86K -60 -0.1%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$5.33M -$20.1K -312 -0.4%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$5.22M -$17K -264 -0.3%
SC
48
Scotia Capital
Ontario, Canada
$5.13M +$1.02M +15,798 +25%
AI
49
Atria Investments
North Carolina
$4.9M +$4.87M +75,720 New
5L
50
55I LLC
Massachusetts
$4.75M +$4.72M +73,272 New

IGM Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2022, worth a combined $173B — up 11,040% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 31 closed out — a net gain of 19 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $237M. The largest seller was GM Advisory Group, cutting an estimated $39.7M.

  • 288 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2022, up from 273 in Q4 2021.
  • Funds reported $173B of iShares Expanded Tech Sector ETF stock for Q1 2022, up 11,040% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2022 and 31 closed out, a net change of +19 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $237M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2022 was GM Advisory Group, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2022.