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iShares Expanded Tech Sector ETF
IGM

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274 → 252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72% → 318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$18.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.1M
3
Goldman Sachs
Goldman Sachs
New York
+$6.92M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$4.76M
5
Jane Street
Jane Street
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$99.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$98.3M
3
RJA
Raymond James & Associates
Florida
-$83.9M
4
Truist Financial
Truist Financial
North Carolina
-$81.8M
5
WA
WestEnd Advisors
North Carolina
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$3.06M -$768K -14,580 -18%
DC
52
Davenport & Co
Virginia
$3.03M -$3.47M -65,778 -50%
CA
53
Cetera Advisors
Colorado
$2.88M +$442K +8,394 +16%
AI
54
Atria Investments
North Carolina
$2.82M -$1.72M -32,550 -35%
AMG
55
Asset Management Group
Connecticut
$2.8M -$30K -570 -0.9%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$2.78M +$169K +3,216 +6%
TW
57
Transform Wealth
Colorado
$2.77M +$217K +4,110 +7%
AFC
58
AFT Forsyth & Company
Florida
$2.75M +$7.91K +150 +0.3%
HWM
59
HB Wealth Management
Georgia
$2.63M -$1.42M -27,036 -32%
PS
60
Portfolio Strategies
New York
$2.56M -$44.6K -846 -1%
Jane Street
61
Jane Street
New York
$2.52M +$2.88M +54,720 New
APW
62
Acima Private Wealth
Virginia
$2.46M – – –
Citadel Advisors
63
Citadel Advisors
Florida
$2.36M -$8.44M -160,176 -76%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.18M -$494K -9,366 -17%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2.15M +$30K +570 +1%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.04M -$155K -2,946 -6%
MIC
67
Meridian Investment Counsel
California
$1.92M +$34.1K +648 +2%
GM
68
GeoWealth Management
Illinois
$1.92M -$2.83M -53,766 -56%
IFA
69
Interactive Financial Advisors
Illinois
$1.8M -$205K -3,888 -9%
Lazard Asset Management
70
Lazard Asset Management
New York
$1.76M -$9.49K -180 -0.5%
CAM
71
Campion Asset Management
Virginia
$1.59M +$3.16K +60 +0.2%
PAG
72
Private Advisor Group
New Jersey
$1.59M -$417K -7,920 -19%
IWM
73
IHT Wealth Management
Illinois
$1.58M -$6.64K -126 -0.4%
ASN
74
Advisory Services Network
Georgia
$1.55M +$87K +1,650 +5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$1.53M -$248K -4,710 -12%
1 2
3
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IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.