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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B 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, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
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
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$6.09M +$6.09M +63,442 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$5.99M -$147K -1,528 -2%
PAG
53
Private Advisor Group
New Jersey
$5.96M +$54.8K +571 +0.9%
AMG
54
Asset Management Group
Connecticut
$5.73M -$18.7K -195 -0.3%
BAAM
55
Baker Avenue Asset Management
California
$5.59M +$5.34M +55,633 +2,107%
SA
56
Sanctuary Advisors
Indiana
$5.51M +$2.64M +26,185 +92%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$5.46M -$12.7K -132 -0.2%
First Trust Advisors
58
First Trust Advisors
Illinois
$5.44M -$329K -3,425 -6%
AFC
59
AFT Forsyth & Company
Florida
$5.38M -$19.6K -204 -0.4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$5.3M +$677K +7,055 +15%
APW
61
Acima Private Wealth
Virginia
$5.12M – – –
AF
62
Apexium Financial
Texas
$5.12M -$253K -2,639 -5%
RWP
63
RWA Wealth Partners
Massachusetts
$4.78M +$3.04M +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 +$104K +1,079 +2%
IFA
66
Interactive Financial Advisors
Illinois
$4.12M +$159K +1,656 +4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$4.11M +$209K +2,183 +5%
MIC
68
Meridian Investment Counsel
California
$3.76M -$76.8K -800 -2%
KF
69
KKM Financial
Illinois
$3.65M -$450K -4,695 -11%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.58M -$1.73M -18,045 -33%
OCM
71
One Capital Management
California
$3.55M +$619K +6,451 +21%
ASN
72
Advisory Services Network
Georgia
$3.45M – – –
CAM
73
Campion Asset Management
Virginia
$3.36M +$6.33K +66 +0.2%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$3.3M -$1.28M -13,295 -28%
MIA
75
Milestone Investment Advisors
Wisconsin
$3.21M -$220K -2,290 -6%
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3
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