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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
51
Transform Wealth
Colorado
$5.95M +$32K +365 +0.6%
PAG
52
Private Advisor Group
New Jersey
$5.8M +$164K +1,878 +3%
First Trust Advisors
53
First Trust Advisors
Illinois
$5.67M -$540K -6,168 -9%
AMG
54
Asset Management Group
Connecticut
$5.65M -$3.15K -36 -0.1%
GLLW
55
Graves Light Lenhart Wealth
Virginia
$5.41M
AFC
56
AFT Forsyth & Company
Florida
$5.3M +$12.8K +146 +0.3%
AF
57
Apexium Financial
Texas
$5.28M -$52.7K -602 -1%
HighTower Advisors
58
HighTower Advisors
Illinois
$5.21M +$2M +22,826 +70%
APW
59
Acima Private Wealth
Virginia
$5.04M
HI
60
Humankind Investments
New York
$4.61M
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$4.54M -$269K -3,067 -6%
SSWM
62
Sheets Smith Wealth Management
North Carolina
$4.5M +$6.13K +70 +0.1%
KF
63
KKM Financial
Illinois
$4.44M -$528K -6,033 -12%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$4.34M +$221K +2,525 +6%
IFA
65
Interactive Financial Advisors
Illinois
$3.89M +$7.44K +85 +0.2%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$3.83M +$102K +1,168 +3%
MIC
67
Meridian Investment Counsel
California
$3.77M
ASN
68
Advisory Services Network
Georgia
$3.45M +$274K +3,130 +9%
MIA
69
Milestone Investment Advisors
Wisconsin
$3.37M -$84.2K -962 -3%
CAM
70
Campion Asset Management
Virginia
$3.3M +$125K +1,428 +4%
TIA
71
Traphagen Investment Advisors
New Jersey
$3.17M -$11.6K -132 -0.4%
PFA
72
Pinnacle Family Advisors
Missouri
$3.13M +$2.9M +33,171 New
IWM
73
IHT Wealth Management
Illinois
$2.97M -$91.3K -1,043 -3%
OCM
74
One Capital Management
California
$2.88M +$57.3K +654 +2%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.81M +$2.61M +29,800 New

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.