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iShares Expanded Tech Sector ETF
IGM

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

15% more capital invested

Capital invested by funds: $1.25B → $1.44B (+$192M)

11% more funds holding

Funds holding: 261 → 289 (+28)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

4.61% less ownership

Funds ownership: 276.73% → 272.12% (-4.6%)

35% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 88

Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
+$13M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$10.6M
3
SW
SteelPeak Wealth
California
+$7.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.84M
5
Wells Fargo
Wells Fargo
California
+$6.62M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$52.1M
2
EWA
EP Wealth Advisors
California
-$26.7M
3
DWM
Destination Wealth Management
California
-$9.41M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.23M
5
SEIA
Signature Estate & Investment Advisors
California
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$4.14M -$1.07M -18,000 -22%
SWM
52
Shelton Wealth Management
Texas
$4.13M -$1.17M -19,704 -24%
BBVA
53
Banco Bilbao Vizcaya Argentaria
Spain
$4.05M -$133K -2,232 -3%
AMG
54
Asset Management Group
Connecticut
$3.97M -$14.3K -240 -0.4%
AFC
55
AFT Forsyth & Company
Florida
$3.76M -$122K -2,046 -3%
TW
56
Transform Wealth
Colorado
$3.56M +$32.5K +546 +1%
APW
57
Acima Private Wealth
Virginia
$3.5M – – –
PS
58
Portfolio Strategies
New York
$3.46M -$31K -522 -1%
TIA
59
Traphagen Investment Advisors
New Jersey
$3.08M -$181K -3,036 -6%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$2.74M -$95.3K -1,602 -4%
MIC
61
Meridian Investment Counsel
California
$2.69M -$40.7K -684 -2%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$2.59M -$111K -1,860 -4%
CA
63
Cetera Advisors
Colorado
$2.58M -$175K -2,940 -7%
IFA
64
Interactive Financial Advisors
Illinois
$2.5M – – –
MIA
65
Milestone Investment Advisors
Wisconsin
$2.4M +$494K +8,310 +29%
MAP
66
Milestone Advisory Partners
North Carolina
$2.38M +$374K +6,282 +21%
ASN
67
Advisory Services Network
Georgia
$2.31M -$61.7K -1,038 -3%
CAM
68
Campion Asset Management
Virginia
$2.29M +$266K +4,470 +15%
IWM
69
IHT Wealth Management
Illinois
$2.21M -$1.07K -18 -0.1%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.19M +$2.14K +36 +0.1%
CWA
71
Clarity Wealth Advisors
California
$1.87M -$22.8K -384 -1%
PAG
72
Private Advisor Group
New Jersey
$1.76M -$304K -5,106 -16%
TFA
73
Teamwork Financial Advisors
Texas
$1.75M +$241K +4,056 +18%
BRWA
74
B. Riley Wealth Advisors
Florida
$1.73M -$1.33M -22,302 -46%
AI
75
Atria Investments
North Carolina
$1.5M -$294K -4,950 -18%
1 2
3
4 5

IGM Hedge Fund Activity: Q2 2023 in Review

289 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2023, worth a combined $1.44B — up 15% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IGM positions and 13 closed out — a net gain of 28 holders — while 57 added to existing stakes and 88 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $13M. The largest seller was Bank of Montreal, cutting an estimated $52.1M.

  • 289 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2023, up from 261 in Q1 2023.
  • Funds reported $1.44B of iShares Expanded Tech Sector ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 41 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2023 and 13 closed out, a net change of +28 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2023 was Avestar Capital, an estimated $13M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2023 was Bank of Montreal, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2023.