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iShares Expanded Tech Sector ETF

288 hedge funds and large institutions have $173B invested in iShares Expanded Tech Sector ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,040% more capital invested

Capital invested by funds: $1.56B → $173B (+$172B)

142% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.12M

102.88% more ownership

Funds ownership: 239.4%342.29% (+103%)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

5% more funds holding

Funds holding: 273288 (+15)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
288
Holders Change
+15
Holders Change %
+5.49%
% of All Funds
4.54%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
50
Increased
76
Reduced
80
Closed
31
Calls
$7.54M
Puts
$3.12M
Net Calls
+$4.42M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$2.25M -$10K -156 -0.4%
ASN
77
Advisory Services Network
Georgia
$2.15M -$166K -2,580 -7%
AWS
78
Atria Wealth Solutions
New York
$2.13M +$2.12M +32,916 New
CWA
79
Clarity Wealth Advisors
California
$2.06M -$144K -2,232 -7%
Citigroup
80
Citigroup
New York
$1.89M -$258K -4,002 -12%
BRWA
81
B. Riley Wealth Advisors
Florida
$1.85M -$23.2K -360 -1%
SC
82
Seldon Capital
California
$1.8M
OCPWS
83
One Charles Private Wealth Services
Massachusetts
$1.72M +$1.71M +26,526 New
APA
84
American Portfolios Advisors
New York
$1.6M +$438K +6,810 +38%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.6M +$1.29M +20,010 +422%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$1.57M +$179K +2,784 +13%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$1.54M -$10.8K -168 -0.7%
RJT
88
Raymond James Trust
Florida
$1.54M +$1.35M +20,892 +725%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.51M -$521K -8,094 -26%
SPIA
90
Steward Partners Investment Advisory
New York
$1.51M -$3M -46,572 -67%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$1.49M +$68.8K +1,068 +5%
WB
92
Webster Bank
Connecticut
$1.46M -$27K -420 -2%
CFGS
93
Concourse Financial Group Securities
Alabama
$1.44M -$709K -11,010 -33%
TFA
94
Teamwork Financial Advisors
Texas
$1.42M -$105K -1,632 -7%
SMC
95
Smith, Moore & Co
Missouri
$1.36M -$4.63K -72 -0.3%
MAP
96
Milestone Advisory Partners
North Carolina
$1.31M -$499K -7,752 -28%
NWM
97
Nauset Wealth Management
Connecticut
$1.24M +$75.3K +1,170 +7%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$1.23M -$310K -4,818 -21%
IWP
99
Icon Wealth Partners
Texas
$1.19M +$1.18M +18,390 New
CGA
100
Crescent Grove Advisors
Illinois
$1.17M

IGM Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2022, worth a combined $173B — up 11,040% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 31 closed out — a net gain of 19 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $237M. The largest seller was GM Advisory Group, cutting an estimated $39.7M.

  • 288 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2022, up from 273 in Q4 2021.
  • Funds reported $173B of iShares Expanded Tech Sector ETF stock for Q1 2022, up 11,040% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2022 and 31 closed out, a net change of +19 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $237M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2022 was GM Advisory Group, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2022.