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iShares Expanded Tech Sector ETF
IGM

320 hedge funds and large institutions have $1.93B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48,800% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $3K

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

42.74% more ownership

Funds ownership: 264.04% → 306.77% (+43%)

39% more capital invested

Capital invested by funds: $1.38B → $1.93B (+$544M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

13% more funds holding

Funds holding: 283 → 320 (+37)

Holders
320
Holders Change
+37
Holders Change %
+13.07%
% of All Funds
4.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
56
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Cerity Partners
Cerity Partners
New York
+$61.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$26.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$24.7M
5
SW
SteelPeak Wealth
California
+$9.31M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$9.74M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.46M
3
AWM
AE Wealth Management
Kansas
-$4.84M
4
MWM
Meridian Wealth Management
Kentucky
-$4.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
76
Clarity Wealth Advisors
California
$2.04M -$71K -1,038 -4%
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$2M -$178K -2,604 -9%
BRWA
78
B. Riley Wealth Advisors
Florida
$1.92M -$51.3K -750 -3%
MWA
79
Midland Wealth Advisors
Illinois
$1.84M +$1.68M +24,636 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.83M +$102K +1,488 +6%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$1.76M +$1.61M +23,508 New
FSA
82
Fort Sheridan Advisors
Illinois
$1.72M -$71K -1,038 -4%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$1.62M +$195K +2,856 +15%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.62M – – –
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$1.6M -$53.3K -780 -3%
SI
86
Stephens Inc
Arkansas
$1.6M -$21.7K -318 -1%
Creative Planning
87
Creative Planning
Kansas
$1.54M +$84.9K +1,242 +6%
HFRG
88
Houlihan Financial Resource Group
Virginia
$1.44M +$41K +600 +3%
AWS
89
Atria Wealth Solutions
New York
$1.43M +$62.8K +918 +5%
PFS
90
Prospera Financial Services
Texas
$1.41M +$48.4K +708 +4%
WA
91
WESPAC Advisors
California
$1.41M +$1.29M +18,840 New
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$103K +1,500 +9%
WB
93
Webster Bank
Connecticut
$1.35M – – –
CGA
94
Crescent Grove Advisors
Illinois
$1.35M – – –
CSC
95
Caldwell Sutter Capital
California
$1.31M +$195K +2,856 +19%
M&T Bank
96
M&T Bank
New York
$1.31M +$313K +4,584 +36%
SMC
97
Smith, Moore & Co
Missouri
$1.28M +$135K +1,980 +13%
AAS
98
Avantax Advisory Services
Texas
$1.27M +$106K +1,548 +10%
SFS
99
Security Financial Services
Indiana
$1.25M -$26.7K -390 -2%
PWM
100
Perigon Wealth Management
California
$1.25M +$244K +3,564 +27%
2 3
4
5 6

IGM Hedge Fund Activity: Q4 2023 in Review

320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2023, worth a combined $1.93B — up 39% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGM positions and 13 closed out — a net gain of 43 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was Wolverine Trading, exiting entirely with an estimated $9.74M sold.

  • 320 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $1.93B of iShares Expanded Tech Sector ETF stock for Q4 2023, up 39% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2023 and 13 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2023 was Wolverine Trading, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2023.