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iShares Expanded Tech Sector ETF
IGM

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,036% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $889K

782.55% more ownership

Funds ownership: 260.57% → 1,043.12% (+783%)

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

10% more funds holding

Funds holding: 241 → 264 (+23)

6% more capital invested

Capital invested by funds: $1.4B → $1.48B (+$86.3M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.6%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$4.46B
2
GAG
GM Advisory Group
New York
+$44.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.77M
5
HB
Homrich & Berg
Georgia
+$1.58M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
-$43.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.1M
3
SCA
Stuart Chaussee & Associates
California
-$26M
4
SFS
Strategic Financial Services
New York
-$7.56M
5
EH
Equitable Holdings
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$2.23M +$27.9K +438 +1%
AWM
77
AE Wealth Management
Kansas
$2.12M +$316K +4,962 +19%
CFGS
78
Concourse Financial Group Securities
Alabama
$2.07M +$26.4K +414 +1%
BRWA
79
B. Riley Wealth Advisors
Florida
$1.98M +$3.82K +60 +0.2%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.64M +$22.9K +360 +2%
WB
81
Webster Bank
Connecticut
$1.56M -$100K -1,572 -6%
TFA
82
Teamwork Financial Advisors
Texas
$1.53M +$241K +3,786 +20%
KAS
83
Kestra Advisory Services
Texas
$1.48M -$2.38M -37,302 -63%
SMC
84
Smith, Moore & Co
Missouri
$1.38M -$15.3K -240 -1%
Renaissance Technologies
85
Renaissance Technologies
New York
$1.37M +$611K +9,600 +89%
PFS
86
Prospera Financial Services
Texas
$1.37M -$9.17K -144 -0.7%
MAP
87
Milestone Advisory Partners
North Carolina
$1.33M -$125K -1,968 -9%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$1.28M +$433K +6,798 +56%
IWP
89
Icon Wealth Partners
Texas
$1.24M – – –
CGA
90
Crescent Grove Advisors
Illinois
$1.22M – – –
Baird Financial Group
91
Baird Financial Group
Wisconsin
$1.19M +$32.1K +504 +3%
CSIC
92
Clifford Swan Investment Counsel
California
$1.19M – – –
TFF
93
The Family Firm
Maryland
$1.16M +$764 +12 +0.1%
COF
94
Capital One Financial
Virginia
$1.14M -$201K -3,150 -16%
CB
95
Commerce Bank
Missouri
$1.08M – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$112K +1,764 +13%
NF
97
Nikulski Financial
Iowa
$1.03M -$37.8K -594 -4%
TA
98
Tiedemann Advisors
New York
$1.01M -$38.2K -600 -4%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$1M +$28.7K +450 +3%
APA
100
American Portfolios Advisors
New York
$998K +$92.1K +1,446 +11%
2 3
4
5 6

IGM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2021, worth a combined $1.48B — up 6.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 14 closed out — a net gain of 26 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $4.46B. The largest seller was JGP Wealth Management, cutting an estimated $43.8M.

  • 264 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $4.46B added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2021 was JGP Wealth Management, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2021.