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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$2.75M +$2.17M +24,773 +562%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.71M +$332K +3,793 +15%
SWM
78
Shelton Wealth Management
Texas
$2.65M -$448K -5,114 -15%
SFS
79
Sowell Financial Services
Arkansas
$2.59M -$2.54K -29 -0.1%
MIFH
80
Migdal Insurance & Financial Holdings
Israel
$2.56M -$3.59K -41 -0.2%
SA
81
Sanctuary Advisors
Indiana
$2.38M +$2.49M +28,427 New
CWA
82
Clarity Wealth Advisors
California
$2.35M -$197K -2,253 -8%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$2.33M +$89.8K +1,026 +4%
CAM
84
Cresset Asset Management
Illinois
$2.29M -$2.1K -24 -0.1%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$2.16M -$3.15K -36 -0.2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$2.14M +$334K +3,810 +20%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.1M -$123K -1,408 -6%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$2.09M -$21.7K -248 -1%
FSA
89
Fort Sheridan Advisors
Illinois
$2.06M -$101K -1,157 -5%
SI
90
Stephens Inc
Arkansas
$2.02M +$31.4K +359 +2%
Creative Planning
91
Creative Planning
Kansas
$1.94M -$72.8K -831 -4%
FGA
92
Fortis Group Advisors
New Jersey
$1.91M +$1.74M +19,863 +4,941%
AllianceBernstein
93
AllianceBernstein
Tennessee
$1.9M -$697K -7,956 -28%
AWS
94
Atria Wealth Solutions
New York
$1.89M +$591K +6,753 +51%
IMC Chicago
95
IMC Chicago
Illinois
$1.86M +$1.73M +19,709 New
PFS
96
Prospera Financial Services
Texas
$1.85M -$66.7K -762 -4%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$348K +3,969 +26%
MCC
98
Money Concepts Capital
Florida
$1.78M +$1.66M +18,926 New
SMC
99
Smith, Moore & Co
Missouri
$1.76M +$28.1K +321 +2%
RWP
100
RWA Wealth Partners
Massachusetts
$1.71M

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.