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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

450 hedge funds and large institutions have $3.1B invested in iShares Expanded Tech Sector ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 20 closing their positions.

Holders
450
Holders Change
+35
Holders Change %
+8.43%
% of All Funds
6.04%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
63
Increased
125
Reduced
149
Closed
20
Calls
$6.44M
Puts
$674K
Net Calls
+$5.77M
Net Calls Change
+$2.58M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$172M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.1M
4
UBS Group
4
UBS Group
Switzerland
$62.5M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$23.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$294M
2
OCBCO
2
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11.1M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
WC
5
Westwind Capital
New Mexico
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$8.28M 73,665 +3,042 +4%
NA
52
NewEdge Advisors
Louisiana
$8.11M 72,211 -1,319 -2%
WCM
53
WealthBridge Capital Management
Ohio
$7.88M 70,165 +805 +1%
Deutsche Bank
54
Deutsche Bank
Germany
$7.66M 68,230 – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$7.26M 64,617 -737 -1%
MWM
56
Meridian Wealth Management
Kentucky
$7.21M 64,220 – –
GRP
57
Global Retirement Partners
California
$7.1M 63,229 +63,229 New
SC
58
Scotia Capital
Ontario, Canada
$6.84M 60,878 -1,736 -3%
PAG
59
Private Advisor Group
New Jersey
$6.81M 60,634 -1,391 -2%
First Trust Advisors
60
First Trust Advisors
Illinois
$6.61M 58,839 +6,811 +13%
AMG
61
Asset Management Group
Connecticut
$6.49M 57,735 +31 +0.1%
GLLW
62
Graves Light Lenhart Wealth
Virginia
$6.29M 55,973 -661 -1%
SPIA
63
Steward Partners Investment Advisory
New York
$6.27M 55,770 +36,510 +190%
APW
64
Acima Private Wealth
Virginia
$6M 53,400 – –
AFC
65
AFT Forsyth & Company
Florida
$5.97M 53,151 -592 -1%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$5.94M 52,832 +52,832 New
IIA
67
Integrity Investment Advisors
Colorado
$5.81M 51,731 +1,992 +4%
NAG
68
Northstar Advisory Group
New Jersey
$5.72M 50,918 +50,918 New
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$5.7M 50,770 +44,326 +688%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5.61M 49,910 +19,962 +67%
RWP
71
RWA Wealth Partners
Massachusetts
$5.6M 49,821 – –
ASN
72
Advisory Services Network
Georgia
$5.59M 48,202 -2,028 -4%
KF
73
KKM Financial
Illinois
$5.52M 48,521 -3,722 -7%
HI
74
Humankind Investments
New York
$5.5M 48,930 – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$5.49M 48,878 +2,235 +5%
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