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iShares Expanded Tech Sector ETF
IGM

339 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $3.81M | Put options by funds: $1.16M

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

6% more funds holding

Funds holding: 320 → 339 (+19)

2% more capital invested

Capital invested by funds: $1.93B → $1.97B (+$46.4M)

5% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 102

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

261.27% less ownership

Funds ownership: 306.77% → 45.51% (-261%)

Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
102
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
Portfolio Strategies
New York
+$18.4M
2
Bank of America
Bank of America
North Carolina
+$7.87M
3
NFC
Northeast Financial Consultants
Connecticut
+$6.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.92M
5
LPL Financial
LPL Financial
California
+$5.76M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$132M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$107M
3
EH
Equitable Holdings
New York
-$11.7M
4
Goldman Sachs
Goldman Sachs
New York
-$11.6M
5
AWM
AE Wealth Management
Kansas
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$15.1M -$11.6M -142,938 -45%
MC
27
Mathes Company
New York
$14.2M – – –
Mariner
28
Mariner
Kansas
$14.2M +$484K +5,940 +4%
B
29
Bailard
California
$13.5M -$880K -10,799 -6%
Stifel Financial
30
Stifel Financial
Missouri
$10.8M -$149K -1,825 -1%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$10.6M -$84.1K -1,032 -0.8%
BBVA
32
Banco Bilbao Vizcaya Argentaria
Spain
$10.2M +$4.95M +60,756 +105%
Truist Financial
33
Truist Financial
North Carolina
$9.38M -$326K -4,004 -4%
CW
34
CIC Wealth
Maryland
$8.84M -$83K -1,019 -1%
AC
35
Avestar Capital
New York
$8.83M -$4.49M -55,139 -35%
Osaic Holdings
36
Osaic Holdings
Arizona
$8.59M -$992K -12,182 -11%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$8.41M -$206K -2,529 -3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$8.36M +$172K +2,113 +2%
HWM
39
HB Wealth Management
Georgia
$8.17M +$2.4M +29,467 +45%
Prudential Financial
40
Prudential Financial
New Jersey
$7.94M +$1.68M +20,608 +29%
NFC
41
Northeast Financial Consultants
Connecticut
$6.72M +$6.35M +77,994 New
WLIM
42
White Lighthouse Investment Management
Massachusetts
$6.53M -$314K -3,851 -5%
WCM
43
WealthBridge Capital Management
Ohio
$6.15M -$33.8K -415 -0.6%
MWM
44
Meridian Wealth Management
Kentucky
$6M – – –
DWS
45
Dynamic Wealth Strategies
California
$5.98M -$76.1K -934 -1%
Deutsche Bank
46
Deutsche Bank
Germany
$5.74M – – –
SC
47
Scotia Capital
Ontario, Canada
$5.74M +$28.8K +354 +0.5%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.72M +$1.14M +13,965 +27%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5.51M -$17.2K -211 -0.3%
TW
50
Transform Wealth
Colorado
$5.4M +$383K +4,700 +8%
1
2
3 4 5

IGM Hedge Fund Activity: Q1 2024 in Review

339 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2024, worth a combined $1.97B — up 2.4% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IGM positions and 20 closed out — a net gain of 22 holders — while 97 added to existing stakes and 102 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $18.4M. The largest seller was Morgan Stanley, cutting an estimated $132M.

  • 339 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2024, up from 320 in Q4 2023.
  • Funds reported $1.97B of iShares Expanded Tech Sector ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 42 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2024 and 20 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2024 was Portfolio Strategies, an estimated $18.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2024 was Morgan Stanley, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2024.