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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
38
Increased
125
Reduced
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$6.09M +$5.86M +63,442 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$5.99M -$141K -1,528 -2%
PAG
53
Private Advisor Group
New Jersey
$5.96M +$52.8K +571 +0.9%
AMG
54
Asset Management Group
Connecticut
$5.73M -$18K -195 -0.3%
BAAM
55
Baker Avenue Asset Management
California
$5.59M +$5.14M +55,633 +2,107%
SA
56
Sanctuary Advisors
Indiana
$5.51M +$2.42M +26,185 +92%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$5.46M -$12.2K -132 -0.2%
First Trust Advisors
58
First Trust Advisors
Illinois
$5.44M -$317K -3,425 -6%
AFC
59
AFT Forsyth & Company
Florida
$5.38M -$18.9K -204 -0.4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$5.3M +$652K +7,055 +15%
APW
61
Acima Private Wealth
Virginia
$5.12M
AF
62
Apexium Financial
Texas
$5.12M -$244K -2,639 -5%
RWP
63
RWA Wealth Partners
Massachusetts
$4.78M +$2.93M +31,719 +175%
HI
64
Humankind Investments
New York
$4.69M
Bank of New York Mellon
65
Bank of New York Mellon
New York
$4.51M +$99.7K +1,079 +2%
IFA
66
Interactive Financial Advisors
Illinois
$4.12M +$153K +1,656 +4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$4.11M +$202K +2,183 +5%
MIC
68
Meridian Investment Counsel
California
$3.76M -$73.9K -800 -2%
KF
69
KKM Financial
Illinois
$3.65M -$434K -4,695 -11%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.58M -$1.67M -18,045 -33%
OCM
71
One Capital Management
California
$3.55M +$596K +6,451 +21%
ASN
72
Advisory Services Network
Georgia
$3.45M
CAM
73
Campion Asset Management
Virginia
$3.36M +$6.1K +66 +0.2%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$3.3M -$1.23M -13,295 -28%
MIA
75
Milestone Investment Advisors
Wisconsin
$3.21M -$212K -2,290 -6%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.