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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$8.9M -$52.4M -994,758 -84%
MC
27
Mathes Company
New York
$8.75M -$387K -7,350 -4%
Stifel Financial
28
Stifel Financial
Missouri
$7.71M -$2.3M -43,668 -21%
B
29
Bailard
California
$7.45M +$237K +4,506 +3%
AssetMark Inc
30
AssetMark Inc
California
$7.32M -$8.39M -159,216 -50%
Osaic Holdings
31
Osaic Holdings
Arizona
$6.74M +$67.4K +1,278 +0.9%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$6.04M +$199K +3,768 +3%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$5.42M -$5.59M -106,074 -47%
MWM
34
Meridian Wealth Management
Kentucky
$4.7M -$90.4K -1,716 -2%
MIAN
35
Mariner Independent Advisor Network
Kansas
$4.52M +$55K +1,044 +1%
5L
36
55I LLC
Massachusetts
$4.27M +$1.74M +33,006 +55%
BBVA
37
Banco Bilbao Vizcaya Argentaria
Spain
$4.16M +$4.76M +90,288 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.85M +$137K +2,592 +3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.81M +$422K +8,016 +11%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$3.79M
AF
41
Apexium Financial
Texas
$3.68M +$1.09M +20,754 +35%
AS
42
Altshuler Shaham
Israel
$3.66M -$739K -14,016 -15%
SC
43
Scotia Capital
Ontario, Canada
$3.65M +$21.2K +402 +0.5%
WLIM
44
White Lighthouse Investment Management
Massachusetts
$3.58M +$42.4K +804 +1%
GAG
45
GM Advisory Group
New York
$3.47M -$109K -2,064 -3%
WCM
46
WealthBridge Capital Management
Ohio
$3.46M
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3.44M +$3.48K +66 +0.1%
SWM
48
Shelton Wealth Management
Texas
$3.34M -$1.26K -24 -0%
KNW
49
Kesler Norman & Wride
Utah
$3.26M +$219K +4,158 +6%
Deutsche Bank
50
Deutsche Bank
Germany
$3.07M -$127K -2,412 -3%

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.