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iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
51
Asset Management Group
Connecticut
$3.99M
SC
52
Scotia Capital
Ontario, Canada
$3.92M +$266K +4,452 +7%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$3.88M -$4.15M -69,336 -52%
Allianz Asset Management
54
Allianz Asset Management
Germany
$3.73M -$124K -2,070 -3%
KAS
55
Kestra Advisory Services
Texas
$3.57M -$85.4K -1,428 -2%
CA
56
Cetera Advisors
Colorado
$3.49M +$178K +2,976 +5%
APW
57
Acima Private Wealth
Virginia
$3.48M
AFC
58
AFT Forsyth & Company
Florida
$3.39M +$8.97K +150 +0.3%
JP Morgan Chase
59
JP Morgan Chase
New York
$3.36M +$409K +6,846 +14%
SPIA
60
Steward Partners Investment Advisory
New York
$3.32M +$2M +33,378 +153%
BUB
61
BBVA USA Bancshares
Texas
$3.19M -$42K -702 -1%
IFA
62
Interactive Financial Advisors
Illinois
$3.17M +$77.2K +1,290 +3%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.06M -$12.2K -204 -0.4%
Stifel Financial
64
Stifel Financial
Missouri
$3.02M -$290K -4,854 -9%
PS
65
Portfolio Strategies
New York
$3.02M -$25.1K -420 -0.8%
BBVA
66
Banco Bilbao Vizcaya Argentaria
Spain
$2.99M +$579K +9,684 +24%
FTUS
67
Flow Traders U.S.
New York
$2.88M +$1.07M +17,874 +59%
NA
68
NewEdge Advisors
Louisiana
$2.77M -$100K -1,680 -4%
PAG
69
Private Advisor Group
New Jersey
$2.67M +$92.2K +1,542 +4%
TW
70
Transform Wealth
Colorado
$2.65M -$242K -4,050 -8%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$2.65M +$111K +1,854 +4%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.52M +$359 +6 +0%
MIC
73
Meridian Investment Counsel
California
$2.49M -$26.9K -450 -1%
Citigroup
74
Citigroup
New York
$2.46M -$270K -4,518 -10%
Lazard Asset Management
75
Lazard Asset Management
New York
$2.35M -$1.38M -23,046 -37%

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.