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iShares Expanded Tech Sector ETF

283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $4.03M

4% less capital invested

Capital invested by funds: $1.44B → $1.38B (-$56M)

2% less funds holding

Funds holding: 289283 (-6)

8.09% less ownership

Funds ownership: 272.12%264.04% (-8.1%)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

31% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 90

Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.49%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
21
Increased
62
Reduced
90
Closed
25
Calls
$4.14M
Puts
$4.03M
Net Calls
+$117K
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Mathes Company
New York
$10.5M -$286K -4,332 -3%
B
27
Bailard
California
$10.5M -$622K -9,432 -5%
Wolverine Trading
28
Wolverine Trading
Illinois
$9.74M +$8.86M +134,316 +723%
Osaic Holdings
29
Osaic Holdings
Arizona
$9.47M -$59.3K -900 -0.6%
Mariner
30
Mariner
Kansas
$8.43M +$588K +8,916 +7%
MWM
31
Meridian Wealth Management
Kentucky
$8.42M +$3.86M +58,608 +80%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$8.34M -$2.19M -33,162 -20%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$8.16M -$78.7K -1,194 -0.9%
Truist Financial
34
Truist Financial
North Carolina
$7.71M -$106K -1,602 -1%
Stifel Financial
35
Stifel Financial
Missouri
$7.57M +$623K +9,444 +9%
CW
36
CIC Wealth
Maryland
$7.24M -$88.2K -1,338 -1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$6.32M -$122K -1,854 -2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$6.16M +$384K +5,820 +6%
Citadel Advisors
39
Citadel Advisors
Florida
$5.88M -$383K -5,814 -6%
WLIM
40
White Lighthouse Investment Management
Massachusetts
$5.13M -$267K -4,044 -5%
WCM
41
WealthBridge Capital Management
Ohio
$4.59M +$25.7K +390 +0.5%
AF
42
Apexium Financial
Texas
$4.59M -$690K -10,470 -13%
Prudential Financial
43
Prudential Financial
New Jersey
$4.46M -$121K -1,830 -3%
Deutsche Bank
44
Deutsche Bank
Germany
$4.25M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$4.22M -$102K -1,548 -2%
HWM
46
HB Wealth Management
Georgia
$4.17M -$13.5K -204 -0.3%
GLLW
47
Graves Light Lenhart Wealth
Virginia
$4.14M
SC
48
Scotia Capital
Ontario, Canada
$3.95M -$186K -2,814 -4%
AMG
49
Asset Management Group
Connecticut
$3.84M -$20.2K -306 -0.5%
NA
50
NewEdge Advisors
Louisiana
$3.82M -$274K -4,158 -6%

IGM Hedge Fund Activity: Q3 2023 in Review

283 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2023, worth a combined $1.38B — down 3.9% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGM and 21 opened new positions — a net loss of 4 holders — while 90 trimmed existing stakes and 62 added.

The largest buyer was Bank of Montreal, adding an estimated $54.1M. The largest seller was Cerity Partners, cutting an estimated $67.9M.

  • 283 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2023, down from 289 in Q2 2023.
  • Funds reported $1.38B of iShares Expanded Tech Sector ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 21 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2023 and 25 closed out, a net change of -4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2023 was Bank of Montreal, an estimated $54.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2023 was Cerity Partners, an estimated $67.9M sold.

Based on aggregated 13F filings for Q3 2023.