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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
76
Traphagen Investment Advisors
New Jersey
$3.2M -$33.1K -345 -1%
IWM
77
IHT Wealth Management
Illinois
$3.08M +$54.5K +568 +2%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$3M +$242K +2,519 +9%
BRWA
79
B. Riley Wealth Advisors
Florida
$2.87M +$81.8K +857 +3%
SWC
80
Spectrum Wealth Counsel
Indiana
$2.84M +$2.84M +29,605 New
AllianceBernstein
81
AllianceBernstein
Tennessee
$2.76M +$826K +8,612 +43%
SFS
82
Sowell Financial Services
Arkansas
$2.64M +$192 +2 +0%
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$2.5M -$114K -1,190 -4%
SWM
84
Shelton Wealth Management
Texas
$2.48M -$221K -2,303 -8%
CWA
85
Clarity Wealth Advisors
California
$2.34M -$55K -573 -2%
CAM
86
Cresset Asset Management
Illinois
$2.33M -$3.45K -36 -0.1%
Creative Planning
87
Creative Planning
Kansas
$2.3M +$323K +3,362 +16%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$2.2M – – –
SI
89
Stephens Inc
Arkansas
$2.2M +$142K +1,476 +7%
FSA
90
Fort Sheridan Advisors
Illinois
$2.13M +$37.1K +387 +2%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11M -$748K -7,800 -26%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$2.1M -$10.6K -111 -0.5%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.09M -$89.4K -932 -4%
HAM
94
Harmony Asset Management
Arizona
$2.03M +$327K +3,405 +19%
PFS
95
Prospera Financial Services
Texas
$1.96M +$81.9K +854 +4%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.96M -$141K -1,496 -7%
AWS
97
Atria Wealth Solutions
New York
$1.95M +$30.4K +317 +2%
OIA
98
OneDigital Investment Advisors
Kansas
$1.91M +$469K +4,890 +33%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$74.6K -778 -4%
HFRG
100
Houlihan Financial Resource Group
Virginia
$1.78M +$1.78M +18,529 New
2 3
4
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