We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$1.44M -$465K -8,820 -22%
SMFG
77
Sumitomo Mitsui Financial Group
Japan
$1.41M +$1.61M +30,600 New
CWA
78
Clarity Wealth Advisors
California
$1.41M -$142K -2,694 -8%
SC
79
Seldon Capital
California
$1.28M
APA
80
American Portfolios Advisors
New York
$1.25M +$30.4K +576 +2%
BRWA
81
B. Riley Wealth Advisors
Florida
$1.25M -$14.2K -270 -1%
Mariner
82
Mariner
Kansas
$1.22M +$1.39M +26,364 New
TW
83
TrinityPoint Wealth
Connecticut
$1.2M -$1.53M -29,022 -53%
MAP
84
Milestone Advisory Partners
North Carolina
$1.2M +$648K +12,300 +90%
Citigroup
85
Citigroup
New York
$1.19M -$29.1K -552 -2%
AWS
86
Atria Wealth Solutions
New York
$1.16M -$712K -13,506 -35%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$1.13M +$632 +12 +0%
TCA
88
Transcend Capital Advisors
New Jersey
$1.12M -$1.32M -25,104 -51%
TRCT
89
Tower Research Capital (TRC)
New York
$1.12M +$259K +4,920 +25%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1.07M +$7.59K +144 +0.6%
HFRG
91
Houlihan Financial Resource Group
Virginia
$971K +$1.09M +20,604 New
WB
92
Webster Bank
Connecticut
$965K -$42.1K -798 -4%
SMC
93
Smith, Moore & Co
Missouri
$938K +$31.9K +606 +3%
IWA
94
Icon Wealth Advisors
Texas
$847K +$969K +18,390 New
FSA
95
Fort Sheridan Advisors
Illinois
$832K +$195K +3,708 +26%
CGA
96
Crescent Grove Advisors
Illinois
$831K
Creative Planning
97
Creative Planning
Kansas
$824K +$168K +3,192 +22%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$822K -$592K -11,238 -39%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$800K -$41.4K -786 -4%
CSIC
100
Clifford Swan Investment Counsel
California
$788K

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.