We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

415 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 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$17.8M -$2.37M -23,560 -12%
Goldman Sachs
27
Goldman Sachs
New York
$17.2M -$1.44M -14,332 -8%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$15.9M -$26.7M -266,083 -63%
MC
29
Mathes Company
New York
$15.6M -$1.05M -10,464 -6%
B
30
Bailard
California
$15.5M -$704 -7 -0%
RBWA
31
RFG - Bristol Wealth Advisors
Massachusetts
$15.4M +$15.2M +151,132 New
Osaic Holdings
32
Osaic Holdings
Arizona
$15.4M -$1.62M -16,107 -10%
Mariner
33
Mariner
Kansas
$15M +$1.08M +10,772 +8%
HWM
34
HB Wealth Management
Georgia
$13.6M +$352K +3,505 +3%
OCBCO
35
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.4M +$5.6M +55,724 +85%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$12M +$1.5M +14,960 +15%
NFC
37
Northeast Financial Consultants
Connecticut
$11.6M -$156K -1,552 -1%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$11.5M -$733K -7,290 -6%
IAA
39
Independent Advisor Alliance
North Carolina
$10.8M +$10.3M +102,647 +3,104%
AWM
40
Apollon Wealth Management
South Carolina
$10.6M +$10.1M +100,944 +4,166%
GAG
41
GM Advisory Group
New York
$10.1M -$47.4K -472 -0.5%
TW
42
Transform Wealth
Colorado
$10.1M +$606K +6,034 +7%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$9.2M -$246K -2,448 -3%
P
44
&Partners
Tennessee
$9.19M +$8.14M +80,996 +1,091%
BAM
45
Belpointe Asset Management
Nevada
$9.18M -$4.12K -41 -0%
FC
46
Fairscale Capital
New Hampshire
$8.34M -$24.7K -246 -0.3%
WLIM
47
White Lighthouse Investment Management
Massachusetts
$8.05M -$7.94K -79 -0.1%
NA
48
NewEdge Advisors
Louisiana
$7.86M -$33.2K -330 -0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$7.72M +$2.05M +20,395 +37%
WCM
50
WealthBridge Capital Management
Ohio
$7.04M +$16.2K +161 +0.2%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.