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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$17.6M +$382K +4,130 +2%
Stifel Financial
27
Stifel Financial
Missouri
$16.9M +$3.81M +41,194 +31%
Osaic Holdings
28
Osaic Holdings
Arizona
$16M +$1.43M +15,466 +10%
MC
29
Mathes Company
New York
$15.7M -$6.93K -75 -0%
B
30
Bailard
California
$14.6M -$47.7K -516 -0.3%
Mariner
31
Mariner
Kansas
$13M -$3.51M -37,945 -22%
HWM
32
HB Wealth Management
Georgia
$12.5M +$955K +10,330 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$12.2M +$1.22M +13,223 +12%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$11.5M -$444K -4,805 -4%
NFC
35
Northeast Financial Consultants
Connecticut
$11.1M +$129K +1,400 +1%
CW
36
CIC Wealth
Maryland
$9.95M +$133K +1,438 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$9.86M -$419K -4,538 -4%
GAG
38
GM Advisory Group
New York
$9.53M -$18M -194,305 -66%
BAM
39
Belpointe Asset Management
Nevada
$9.46M +$2.92M +31,543 +47%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$8.88M -$152K -1,645 -2%
TW
41
Transform Wealth
Colorado
$8.88M +$2.73M +29,490 +47%
FC
42
Fairscale Capital
New Hampshire
$7.86M +$318K +3,443 +4%
WLIM
43
White Lighthouse Investment Management
Massachusetts
$7.57M +$89.3K +966 +1%
NA
44
NewEdge Advisors
Louisiana
$7.42M -$924K -9,998 -11%
MWA
45
Midland Wealth Advisors
Illinois
$7.06M -$4.16K -45 -0.1%
WCM
46
WealthBridge Capital Management
Ohio
$6.6M -$10.5K -114 -0.2%
Deutsche Bank
47
Deutsche Bank
Germany
$6.4M
OCBCO
48
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.3M +$6.07M +65,711 New
DWS
49
Dynamic Wealth Strategies
California
$6.27M -$48.6K -526 -0.8%
SC
50
Scotia Capital
Ontario, Canada
$6.14M +$70.9K +767 +1%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.