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iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clarity Wealth Advisors
California
$2.29M -$128K -2,148 -5%
IWM
77
IHT Wealth Management
Illinois
$2.28M -$25.1K -420 -1%
HighTower Advisors
78
HighTower Advisors
Illinois
$2.09M +$2.15K +36 +0.1%
ASN
79
Advisory Services Network
Georgia
$1.97M +$359 +6 +0%
CFGS
80
Concourse Financial Group Securities
Alabama
$1.83M -$139K -2,328 -7%
BRWA
81
B. Riley Wealth Advisors
Florida
$1.76M +$11.8K +198 +0.7%
TRCT
82
Tower Research Capital (TRC)
New York
$1.62M +$1.61M +27,000 New
AWM
83
AE Wealth Management
Kansas
$1.59M -$329K -5,496 -17%
WB
84
Webster Bank
Connecticut
$1.49M -$236K -3,942 -14%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$1.44M +$27.3K +456 +2%
MAP
86
Milestone Advisory Partners
North Carolina
$1.31M +$36.6K +612 +3%
SMC
87
Smith, Moore & Co
Missouri
$1.24M
PFS
88
Prospera Financial Services
Texas
$1.24M +$16.9K +282 +1%
COF
89
Capital One Financial
Virginia
$1.21M -$499K -8,340 -29%
SC
90
Slow Capital
California
$1.16M +$154K +2,568 +24%
TFA
91
Teamwork Financial Advisors
Texas
$1.14M -$326K -5,454 -22%
IWP
92
Icon Wealth Partners
Texas
$1.11M +$1.1M +18,390 New
CGA
93
Crescent Grove Advisors
Illinois
$1.08M +$1.08M +18,048 New
TFF
94
The Family Firm
Maryland
$1.04M
Baird Financial Group
95
Baird Financial Group
Wisconsin
$1.03M +$232K +3,876 +29%
CSIC
96
Clifford Swan Investment Counsel
California
$1.03M
CA
97
Calton & Associates
Florida
$998K +$25.1K +420 +3%
M&T Bank
98
M&T Bank
New York
$993K -$317K -5,292 -24%
SCA
99
Snowden Capital Advisors
New York
$991K +$196K +3,276 +25%
CB
100
Commerce Bank
Missouri
$962K +$91.5K +1,530 +11%

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.