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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
51
Asset Management Group
Connecticut
$4.5M -$83.7K -1,164 -2%
HGWM
52
Horst & Graben Wealth Management
Oregon
$4.4M -$526K -7,314 -11%
AFC
53
AFT Forsyth & Company
Florida
$4.31M +$91K +1,266 +2%
APW
54
Acima Private Wealth
Virginia
$4.24M
PS
55
Portfolio Strategies
New York
$4.2M -$52.6K -732 -1%
CA
56
Cetera Advisors
Colorado
$4.14M -$4.22M -58,728 -51%
SWM
57
Shelton Wealth Management
Texas
$4.09M +$4.02M +55,878 New
IFA
58
Interactive Financial Advisors
Illinois
$4M -$16K -222 -0.4%
PAG
59
Private Advisor Group
New Jersey
$3.64M +$47.4K +660 +1%
TW
60
Transform Wealth
Colorado
$3.61M +$11.2K +156 +0.3%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.59M +$436K +6,072 +14%
AWM
62
AE Wealth Management
Kansas
$3.58M +$343K +4,770 +11%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$3.46M -$687K -9,552 -17%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$3.17M -$120K -1,674 -4%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$3.1M -$3.77M -52,476 -55%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$3.06M
MIC
67
Meridian Investment Counsel
California
$3.01M -$21.6K -300 -0.7%
Lazard Asset Management
68
Lazard Asset Management
New York
$2.83M
ASN
69
Advisory Services Network
Georgia
$2.62M +$50K +696 +2%
CAM
70
Campion Asset Management
Virginia
$2.56M -$73.3K -1,020 -3%
IWM
71
IHT Wealth Management
Illinois
$2.55M -$168K -2,334 -6%
KAS
72
Kestra Advisory Services
Texas
$2.5M +$658K +9,150 +37%
CWA
73
Clarity Wealth Advisors
California
$2.49M -$171K -2,382 -7%
CFGS
74
Concourse Financial Group Securities
Alabama
$2.43M +$31K +432 +1%
Citigroup
75
Citigroup
New York
$2.43M -$185K -2,580 -7%

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.