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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
1
SteelPeak Wealth
California
$38.7M
2
LPL Financial
2
LPL Financial
California
$119M
3
AF
3
Allworth Financial
California
$27M
4
Morgan Stanley
4
Morgan Stanley
New York
$240M
5
IAA
5
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
EH
4
Equitable Holdings
New York
$189M
5
Cerity Partners
5
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$17.8M -$2.41M -23,560 -12%
Goldman Sachs
27
Goldman Sachs
New York
$17.2M -$1.46M -14,332 -8%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$15.9M -$27.2M -266,083 -63%
MC
29
Mathes Company
New York
$15.6M -$1.07M -10,464 -6%
B
30
Bailard
California
$15.5M -$715 -7 -0%
RBWA
31
RFG - Bristol Wealth Advisors
Massachusetts
$15.4M +$15.4M +151,132 New
Osaic Holdings
32
Osaic Holdings
Arizona
$15.4M -$1.64M -16,107 -10%
Mariner
33
Mariner
Kansas
$15M +$1.1M +10,772 +8%
HWM
34
HB Wealth Management
Georgia
$13.6M +$358K +3,505 +3%
OCBCO
35
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.4M +$5.69M +55,724 +85%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$12M +$1.53M +14,960 +15%
NFC
37
Northeast Financial Consultants
Connecticut
$11.6M -$158K -1,552 -1%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$11.5M -$744K -7,290 -6%
IAA
39
Independent Advisor Alliance
North Carolina
$10.8M +$10.5M +102,647 +3,104%
AWM
40
Apollon Wealth Management
South Carolina
$10.6M +$10.3M +100,944 +4,166%
GAG
41
GM Advisory Group
New York
$10.1M -$48.2K -472 -0.5%
TW
42
Transform Wealth
Colorado
$10.1M +$616K +6,034 +7%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$9.2M -$250K -2,448 -3%
P
44
&Partners
Tennessee
$9.19M +$8.41M +80,996 +1,091%
BAM
45
Belpointe Asset Management
Nevada
$9.18M -$3.82K -41 -0%
FC
46
Fairscale Capital
New Hampshire
$8.34M -$25.1K -246 -0.3%
WLIM
47
White Lighthouse Investment Management
Massachusetts
$8.05M -$8.07K -79 -0.1%
NA
48
NewEdge Advisors
Louisiana
$7.86M -$33.7K -330 -0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$7.72M +$2.08M +20,395 +37%
WCM
50
WealthBridge Capital Management
Ohio
$7.04M +$16.4K +161 +0.2%
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