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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$16.4M +$807K +9,219 +6%
MC
27
Mathes Company
New York
$15.4M -$99.6K -1,138 -0.7%
B
28
Bailard
California
$14.4M -$405K -4,623 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$14.3M +$4.55M +51,988 +52%
SW
30
SteelPeak Wealth
California
$13.4M +$12.4M +142,159 New
Stifel Financial
31
Stifel Financial
Missouri
$12.7M +$775K +8,853 +7%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$11.8M +$182K +2,077 +2%
HWM
33
HB Wealth Management
Georgia
$11.3M +$2.19M +24,984 +26%
Prudential Financial
34
Prudential Financial
New Jersey
$10.8M +$1.93M +22,021 +24%
NFC
35
Northeast Financial Consultants
Connecticut
$10.7M +$3.15M +35,954 +46%
Truist Financial
36
Truist Financial
North Carolina
$10.5M +$197K +2,254 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$10.1M +$897K +10,250 +11%
CW
38
CIC Wealth
Maryland
$9.65M -$22.4K -256 -0.2%
AC
39
Avestar Capital
New York
$9.33M -$305K -3,484 -3%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$8.89M -$290K -3,309 -3%
NA
41
NewEdge Advisors
Louisiana
$8.24M +$3.67M +41,913 +92%
FC
42
Fairscale Capital
New Hampshire
$7.65M +$6.87M +78,482 New
WLIM
43
White Lighthouse Investment Management
Massachusetts
$7.35M +$184K +2,105 +3%
MWA
44
Midland Wealth Advisors
Illinois
$6.94M +$4.3M +49,063 +200%
WCM
45
WealthBridge Capital Management
Ohio
$6.5M -$215K -2,461 -3%
BAM
46
Belpointe Asset Management
Nevada
$6.33M +$5.88M +67,104 New
Deutsche Bank
47
Deutsche Bank
Germany
$6.29M
DWS
48
Dynamic Wealth Strategies
California
$6.22M -$299K -3,416 -5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$6.03M -$2.01K -23 -0%
SC
50
Scotia Capital
Ontario, Canada
$5.96M -$303K -3,460 -5%

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.