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iShares Expanded Tech Sector ETF

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$1.06M -$120K -2,514 -10%
HFRG
77
Houlihan Financial Resource Group
Virginia
$995K -$4.89K -102 -0.5%
TFF
78
The Family Firm
Maryland
$941K +$239K +4,986 +33%
WB
79
Webster Bank
Connecticut
$935K -$43.1K -900 -4%
NA
80
NewEdge Advisors
Louisiana
$914K -$51.5K -1,074 -2%
IWA
81
Icon Wealth Advisors
Texas
$858K
US Bancorp
82
US Bancorp
Minnesota
$853K +$376K +7,854 +75%
CGA
83
Crescent Grove Advisors
Illinois
$842K
FSA
84
Fort Sheridan Advisors
Illinois
$837K -$6.33K -132 -0.7%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$826K -$10.6K -222 -1%
CSIC
86
Clifford Swan Investment Counsel
California
$798K
KNW
87
Kesler Norman & Wride
Utah
$778K -$2.59M -54,054 -76%
FA
88
Fiducient Advisors
Illinois
$750K +$771K +16,080 New
Creative Planning
89
Creative Planning
Kansas
$736K -$101K -2,106 -12%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$710K -$104K -2,160 -12%
WP
91
WealthSource Partners
California
$684K +$702K +14,658 New
SMC
92
Smith, Moore & Co
Missouri
$680K -$277K -5,790 -28%
NF
93
Nikulski Financial
Iowa
$617K +$64.7K +1,350 +11%
KAS
94
Kestra Advisory Services
Texas
$612K -$35.4K -738 -5%
HB
95
Horizon Bancorp
Indiana
$595K +$611K +12,744 New
WJA
96
Willis Johnson & Associates
Texas
$594K -$23.6K -492 -4%
SPIA
97
Steward Partners Investment Advisory
New York
$594K -$83.7K -1,746 -12%
RF
98
Resolute Financial
Massachusetts
$587K -$87.1K -1,818 -13%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$569K -$26.5K -552 -4%
Citigroup
100
Citigroup
New York
$554K -$667K -13,914 -54%

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.