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iShares Expanded Tech Sector ETF
IGM

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252 → 251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27% → 256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$41.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$26.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.9M
4
Mariner
Mariner
Kansas
+$4.76M
5
AT
American Trust
Kentucky
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$102M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$89.9M
4
RJA
Raymond James & Associates
Florida
-$79.2M
5
Truist Financial
Truist Financial
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$6.19M +$67K +1,398 +1%
Mariner
27
Mariner
Kansas
$5.87M +$4.76M +99,336 +377%
CW
28
CIC Wealth
Maryland
$5.6M +$5.75M +119,976 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$4.98M -$4.39M -91,668 -46%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.95M -$89.9M -1,876,560 -95%
MWM
31
Meridian Wealth Management
Kentucky
$4.76M – – –
Truist Financial
32
Truist Financial
North Carolina
$4.71M -$73.1M -1,526,064 -94%
BBVA
33
Banco Bilbao Vizcaya Argentaria
Spain
$4.38M +$170K +3,558 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.97M +$66.4K +1,386 +2%
SWM
35
Shelton Wealth Management
Texas
$3.84M +$467K +9,738 +13%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$3.81M -$30.8K -642 -0.8%
AF
37
Apexium Financial
Texas
$3.81M +$108K +2,256 +3%
SC
38
Scotia Capital
Ontario, Canada
$3.79M +$90K +1,878 +2%
WLIM
39
White Lighthouse Investment Management
Massachusetts
$3.74M +$119K +2,484 +3%
WCM
40
WealthBridge Capital Management
Ohio
$3.32M +$34.8K +726 +1%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.24M -$252K -5,262 -7%
Deutsche Bank
42
Deutsche Bank
Germany
$3.11M – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.85M +$684K +14,268 +31%
AMG
44
Asset Management Group
Connecticut
$2.84M +$4.89K +102 +0.2%
CA
45
Cetera Advisors
Colorado
$2.79M -$131K -2,724 -4%
AFC
46
AFT Forsyth & Company
Florida
$2.77M -$14.1K -294 -0.5%
TIA
47
Traphagen Investment Advisors
New Jersey
$2.72M -$14.2M -295,986 -84%
PS
48
Portfolio Strategies
New York
$2.56M -$38.2K -798 -1%
APW
49
Acima Private Wealth
Virginia
$2.49M – – –
GAG
50
GM Advisory Group
New York
$2.41M -$1.13M -23,544 -31%
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IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.