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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$17.6M +$396K +4,130 +2%
Stifel Financial
27
Stifel Financial
Missouri
$16.9M +$3.95M +41,194 +31%
Osaic Holdings
28
Osaic Holdings
Arizona
$16M +$1.48M +15,466 +10%
MC
29
Mathes Company
New York
$15.7M -$7.2K -75 -0%
B
30
Bailard
California
$14.6M -$49.5K -516 -0.3%
Mariner
31
Mariner
Kansas
$13M -$3.64M -37,945 -22%
HWM
32
HB Wealth Management
Georgia
$12.5M +$991K +10,330 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$12.2M +$1.27M +13,223 +12%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$11.5M -$461K -4,805 -4%
NFC
35
Northeast Financial Consultants
Connecticut
$11.1M +$134K +1,400 +1%
CW
36
CIC Wealth
Maryland
$9.95M +$138K +1,438 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$9.86M -$435K -4,538 -4%
GAG
38
GM Advisory Group
New York
$9.53M -$18.6M -194,305 -66%
BAM
39
Belpointe Asset Management
Nevada
$9.46M +$3.03M +31,543 +47%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$8.88M -$158K -1,645 -2%
TW
41
Transform Wealth
Colorado
$8.88M +$2.83M +29,490 +47%
FC
42
Fairscale Capital
New Hampshire
$7.86M +$330K +3,443 +4%
WLIM
43
White Lighthouse Investment Management
Massachusetts
$7.57M +$92.7K +966 +1%
NA
44
NewEdge Advisors
Louisiana
$7.42M -$959K -9,998 -11%
MWA
45
Midland Wealth Advisors
Illinois
$7.06M -$4.32K -45 -0.1%
WCM
46
WealthBridge Capital Management
Ohio
$6.6M -$10.9K -114 -0.2%
Deutsche Bank
47
Deutsche Bank
Germany
$6.4M – – –
OCBCO
48
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.3M +$6.3M +65,711 New
DWS
49
Dynamic Wealth Strategies
California
$6.27M -$50.5K -526 -0.8%
SC
50
Scotia Capital
Ontario, Canada
$6.14M +$73.6K +767 +1%
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