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iShares Expanded Tech Sector ETF

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Scotia Capital
Ontario, Canada
$6.83M +$297K +2,958 +5%
BAAM
52
Baker Avenue Asset Management
California
$6.83M +$866K +8,619 +15%
Deutsche Bank
53
Deutsche Bank
Germany
$6.81M
DWS
54
Dynamic Wealth Strategies
California
$6.72M +$41.8K +416 +0.6%
SA
55
Sanctuary Advisors
Indiana
$6.56M +$777K +7,728 +14%
PAG
56
Private Advisor Group
New Jersey
$6.44M +$96.1K +956 +2%
MWM
57
Meridian Wealth Management
Kentucky
$6.43M -$50.7K -504 -0.8%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$6.41M +$36.9K +367 +0.6%
First Trust Advisors
59
First Trust Advisors
Illinois
$6.05M +$256K +2,543 +4%
AMG
60
Asset Management Group
Connecticut
$6M -$98.5K -980 -2%
GLLW
61
Graves Light Lenhart Wealth
Virginia
$5.78M -$25.9K -258 -0.5%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.71M +$3.41M +33,921 +154%
AFC
63
AFT Forsyth & Company
Florida
$5.52M -$196K -1,946 -3%
KF
64
KKM Financial
Illinois
$5.49M +$1.51M +15,023 +39%
APW
65
Acima Private Wealth
Virginia
$5.45M
ASN
66
Advisory Services Network
Georgia
$5.2M +$1.44M +14,346 +39%
AF
67
Apexium Financial
Texas
$5.17M -$269K -2,673 -5%
RWP
68
RWA Wealth Partners
Massachusetts
$5.09M
HI
69
Humankind Investments
New York
$5M
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$4.77M +$2.5M +24,891 +114%
IFA
71
Interactive Financial Advisors
Illinois
$4.67M +$280K +2,785 +6%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$4.62M +$247K +2,454 +6%
MWA
73
Midland Wealth Advisors
Illinois
$3.81M -$3.64M -36,211 -49%
HighTower Advisors
74
HighTower Advisors
Illinois
$3.81M +$3.22K +32 +0.1%
MIC
75
Meridian Investment Counsel
California
$3.8M -$196K -1,950 -5%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.