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iShares Expanded Tech Sector ETF
IGM

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254 → 273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

0.33% more ownership

Funds ownership: 239.07% → 239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$83.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.5M
3
Morgan Stanley
Morgan Stanley
New York
+$8.01M
4
GAG
GM Advisory Group
New York
+$3.52M
5
UBS Group
UBS Group
Switzerland
+$3.16M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.8M
2
Bank of America
Bank of America
North Carolina
-$7.34M
3
AS
Altshuler Shaham
Israel
-$5.62M
4
SI
Stephens Inc
Arkansas
-$5.4M
5
CA
Cetera Advisors
Colorado
-$4.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$2.3M -$194K -2,706 -8%
BRWA
77
B. Riley Wealth Advisors
Florida
$2.12M -$4.31K -60 -0.2%
MAP
78
Milestone Advisory Partners
North Carolina
$2.04M +$68.6K +954 +4%
SC
79
Seldon Capital
California
$2.03M +$2M +27,786 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.75M -$13.4K -186 -0.8%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$1.75M -$2.2M -30,594 -57%
TFA
82
Teamwork Financial Advisors
Texas
$1.73M -$1.73K -24 -0.1%
WB
83
Webster Bank
Connecticut
$1.68M – – –
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$1.61M +$1.58M +21,960 New
JMPWA
85
JP Morgan Private Wealth Advisors
California
$1.56M -$29.8K -414 -2%
SMC
86
Smith, Moore & Co
Missouri
$1.54M +$43.1K +600 +3%
PFS
87
Prospera Financial Services
Texas
$1.45M -$37.9K -528 -3%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$63K +876 +5%
CGA
89
Crescent Grove Advisors
Illinois
$1.32M – – –
APA
90
American Portfolios Advisors
New York
$1.31M +$276K +3,840 +27%
NWM
91
Nauset Wealth Management
Connecticut
$1.31M +$1.29M +17,922 New
TFF
92
The Family Firm
Maryland
$1.26M +$431 +6 +0%
CSIC
93
Clifford Swan Investment Counsel
California
$1.25M – – –
NF
94
Nikulski Financial
Iowa
$1.13M -$125K -1,740 -10%
RF
95
Resolute Financial
Massachusetts
$1.12M +$1.1M +15,264 New
COF
96
Capital One Financial
Virginia
$1.05M -$176K -2,442 -15%
CAM
97
Cresset Asset Management
Illinois
$991K – – –
Brown Advisory
98
Brown Advisory
Maryland
$976K – – –
TWC
99
TD Waterhouse Canada
Ontario, Canada
$974K +$961K +13,368 New
TA
100
Tiedemann Advisors
New York
$946K – – –
2 3
4
5 6

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.