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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

451 hedge funds and large institutions have $3.1B invested in iShares Expanded Tech Sector ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+36
Holders Change %
+8.67%
% of All Funds
6.05%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
63
Increased
125
Reduced
149
Closed
21
Calls
$10.3M
Puts
$955K
Net Calls
+$9.39M
Net Calls Change
+$6.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$172M
2
PCH
PGIM Custom Harvest
New Jersey
$42.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.1M
4
UBS Group
UBS Group
Switzerland
$62.5M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$23.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$294M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$11.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
WC
Westwind Capital
New Mexico
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$8.28M +$342K +3,042 +4%
NA
52
NewEdge Advisors
Louisiana
$8.11M -$148K -1,319 -2%
WCM
53
WealthBridge Capital Management
Ohio
$7.88M +$90.4K +805 +1%
Deutsche Bank
54
Deutsche Bank
Germany
$7.66M – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$7.26M -$82.8K -737 -1%
MWM
56
Meridian Wealth Management
Kentucky
$7.21M – – –
GRP
57
Global Retirement Partners
California
$7.1M +$7.1M +63,229 New
SC
58
Scotia Capital
Ontario, Canada
$6.84M -$195K -1,736 -3%
PAG
59
Private Advisor Group
New Jersey
$6.81M -$156K -1,391 -2%
First Trust Advisors
60
First Trust Advisors
Illinois
$6.61M +$765K +6,811 +13%
AMG
61
Asset Management Group
Connecticut
$6.49M +$3.48K +31 +0.1%
GLLW
62
Graves Light Lenhart Wealth
Virginia
$6.29M -$74.3K -661 -1%
SPIA
63
Steward Partners Investment Advisory
New York
$6.27M +$4.1M +36,510 +190%
APW
64
Acima Private Wealth
Virginia
$6M – – –
AFC
65
AFT Forsyth & Company
Florida
$5.97M -$66.5K -592 -1%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$5.94M +$5.94M +52,832 New
IIA
67
Integrity Investment Advisors
Colorado
$5.81M +$224K +1,992 +4%
NAG
68
Northstar Advisory Group
New Jersey
$5.72M +$5.72M +50,918 New
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$5.7M +$4.98M +44,326 +688%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5.61M +$2.24M +19,962 +67%
RWP
71
RWA Wealth Partners
Massachusetts
$5.6M – – –
ASN
72
Advisory Services Network
Georgia
$5.59M -$235K -2,028 -4%
KF
73
KKM Financial
Illinois
$5.52M -$424K -3,722 -7%
HI
74
Humankind Investments
New York
$5.5M – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$5.49M +$251K +2,235 +5%
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