We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
76
Traphagen Investment Advisors
New Jersey
$3.2M -$31.9K -345 -1%
IWM
77
IHT Wealth Management
Illinois
$3.08M +$52.5K +568 +2%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$3M +$233K +2,519 +9%
BRWA
79
B. Riley Wealth Advisors
Florida
$2.87M +$79.2K +857 +3%
SWC
80
Spectrum Wealth Counsel
Indiana
$2.84M +$2.74M +29,605 New
AllianceBernstein
81
AllianceBernstein
Tennessee
$2.76M +$796K +8,612 +43%
SFS
82
Sowell Financial Services
Arkansas
$2.64M +$185 +2 +0%
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$2.5M -$110K -1,190 -4%
SWM
84
Shelton Wealth Management
Texas
$2.48M -$213K -2,303 -8%
CWA
85
Clarity Wealth Advisors
California
$2.34M -$53K -573 -2%
CAM
86
Cresset Asset Management
Illinois
$2.33M -$3.33K -36 -0.1%
Creative Planning
87
Creative Planning
Kansas
$2.3M +$311K +3,362 +16%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$2.2M
SI
89
Stephens Inc
Arkansas
$2.2M +$136K +1,476 +7%
FSA
90
Fort Sheridan Advisors
Illinois
$2.13M +$35.8K +387 +2%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11M -$721K -7,800 -26%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$2.1M -$10.3K -111 -0.5%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.09M -$86.1K -932 -4%
HAM
94
Harmony Asset Management
Arizona
$2.03M +$315K +3,405 +19%
PFS
95
Prospera Financial Services
Texas
$1.96M +$78.9K +854 +4%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.96M -$138K -1,496 -7%
AWS
97
Atria Wealth Solutions
New York
$1.95M +$29.3K +317 +2%
OIA
98
OneDigital Investment Advisors
Kansas
$1.91M +$452K +4,890 +33%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$71.9K -778 -4%
HFRG
100
Houlihan Financial Resource Group
Virginia
$1.78M +$1.71M +18,529 New

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.