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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
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
1
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
3
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
5
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
2
EP Wealth Advisors
California
$518K
3
DWM
3
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
5
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$4.14M -$1.18M -18,000 -22%
SWM
52
Shelton Wealth Management
Texas
$4.13M -$1.29M -19,704 -24%
BBVA
53
Banco Bilbao Vizcaya Argentaria
Spain
$4.05M -$146K -2,232 -3%
AMG
54
Asset Management Group
Connecticut
$3.97M -$15.7K -240 -0.4%
AFC
55
AFT Forsyth & Company
Florida
$3.76M -$134K -2,046 -3%
TW
56
Transform Wealth
Colorado
$3.56M +$35.8K +546 +1%
APW
57
Acima Private Wealth
Virginia
$3.5M – – –
PS
58
Portfolio Strategies
New York
$3.46M -$34.2K -522 -1%
TIA
59
Traphagen Investment Advisors
New Jersey
$3.08M -$199K -3,036 -6%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$2.74M -$105K -1,602 -4%
MIC
61
Meridian Investment Counsel
California
$2.69M -$44.8K -684 -2%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$2.59M -$122K -1,860 -4%
CA
63
Cetera Advisors
Colorado
$2.58M -$192K -2,940 -7%
IFA
64
Interactive Financial Advisors
Illinois
$2.5M – – –
MIA
65
Milestone Investment Advisors
Wisconsin
$2.4M +$544K +8,310 +29%
MAP
66
Milestone Advisory Partners
North Carolina
$2.38M +$411K +6,282 +21%
ASN
67
Advisory Services Network
Georgia
$2.31M -$68K -1,038 -3%
CAM
68
Campion Asset Management
Virginia
$2.29M +$293K +4,470 +15%
IWM
69
IHT Wealth Management
Illinois
$2.21M -$1.18K -18 -0.1%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.19M +$2.36K +36 +0.1%
CWA
71
Clarity Wealth Advisors
California
$1.87M -$25.1K -384 -1%
PAG
72
Private Advisor Group
New Jersey
$1.76M -$336K -5,106 -16%
TFA
73
Teamwork Financial Advisors
Texas
$1.75M +$266K +4,056 +18%
BRWA
74
B. Riley Wealth Advisors
Florida
$1.73M -$1.46M -22,302 -46%
AI
75
Atria Investments
North Carolina
$1.5M -$324K -4,950 -18%
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