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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

338 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, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
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
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
NFC
3
Northeast Financial Consultants
Connecticut
$6.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.1M
5
LPL Financial
5
LPL Financial
California
$63.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$104M
3
EH
3
Equitable Holdings
New York
$181M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$15.1M -$12.3M -142,938 -45%
MC
27
Mathes Company
New York
$14.2M – – –
Mariner
28
Mariner
Kansas
$14.2M +$512K +5,940 +4%
B
29
Bailard
California
$13.5M -$931K -10,799 -6%
Stifel Financial
30
Stifel Financial
Missouri
$10.8M -$157K -1,825 -1%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$10.6M -$88.9K -1,032 -0.8%
BBVA
32
Banco Bilbao Vizcaya Argentaria
Spain
$10.2M +$5.24M +60,756 +105%
Truist Financial
33
Truist Financial
North Carolina
$9.38M -$345K -4,004 -4%
CW
34
CIC Wealth
Maryland
$8.84M -$87.8K -1,019 -1%
AC
35
Avestar Capital
New York
$8.83M -$4.75M -55,139 -35%
Osaic Holdings
36
Osaic Holdings
Arizona
$8.59M -$1.05M -12,182 -11%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$8.41M -$218K -2,529 -3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$8.36M +$182K +2,113 +2%
HWM
39
HB Wealth Management
Georgia
$8.17M +$2.54M +29,467 +45%
Prudential Financial
40
Prudential Financial
New Jersey
$7.94M +$1.78M +20,608 +29%
NFC
41
Northeast Financial Consultants
Connecticut
$6.72M +$6.72M +77,994 New
WLIM
42
White Lighthouse Investment Management
Massachusetts
$6.53M -$332K -3,851 -5%
WCM
43
WealthBridge Capital Management
Ohio
$6.15M -$35.8K -415 -0.6%
MWM
44
Meridian Wealth Management
Kentucky
$6M – – –
DWS
45
Dynamic Wealth Strategies
California
$5.98M -$80.5K -934 -1%
Deutsche Bank
46
Deutsche Bank
Germany
$5.74M – – –
SC
47
Scotia Capital
Ontario, Canada
$5.74M +$30.5K +354 +0.5%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.72M +$1.2M +13,965 +27%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5.51M -$18.2K -211 -0.3%
TW
50
Transform Wealth
Colorado
$5.4M +$405K +4,700 +8%
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