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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
1
SteelPeak Wealth
California
$38.7M
2
LPL Financial
2
LPL Financial
California
$119M
3
AF
3
Allworth Financial
California
$27M
4
Morgan Stanley
4
Morgan Stanley
New York
$240M
5
IAA
5
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
EH
4
Equitable Holdings
New York
$189M
5
Cerity Partners
5
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
76
Milestone Investment Advisors
Wisconsin
$3.72M +$304K +2,974 +9%
OCM
77
One Capital Management
California
$3.67M -$100K -984 -3%
BRWA
78
B. Riley Wealth Advisors
Florida
$3.55M +$480K +4,703 +16%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$3.51M +$3.06K +30 +0.1%
CAM
80
Campion Asset Management
Virginia
$3.51M -$70.6K -692 -2%
TIA
81
Traphagen Investment Advisors
New Jersey
$3.35M -$54.2K -531 -2%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$3.33M +$134K +1,312 +4%
IWM
83
IHT Wealth Management
Illinois
$3.18M -$101K -985 -3%
SWC
84
Spectrum Wealth Counsel
Indiana
$3.03M +$7.86K +77 +0.3%
KAS
85
Kestra Advisory Services
Texas
$2.96M +$1.33M +13,068 +82%
SFS
86
Sowell Financial Services
Arkansas
$2.85M +$40.6K +398 +1%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.6M +$476K +4,663 +22%
SI
88
Stephens Inc
Arkansas
$2.5M +$169K +1,656 +7%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$573K +5,612 +30%
SWM
90
Shelton Wealth Management
Texas
$2.43M -$200K -1,958 -8%
CWA
91
Clarity Wealth Advisors
California
$2.39M -$97.1K -951 -4%
JBW
92
Journey Beyond Wealth
Georgia
$2.38M +$2.38M +23,337 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$2.36M +$15.8K +155 +0.7%
Brown Advisory
94
Brown Advisory
Maryland
$2.32M +$696K +6,815 +43%
MIFH
95
Migdal Insurance & Financial Holdings
Israel
$2.28M -$373K -3,656 -14%
FSA
96
Fort Sheridan Advisors
Illinois
$2.26M +$510 +5 +0%
Creative Planning
97
Creative Planning
Kansas
$2.25M -$194K -1,905 -8%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$2.2M -$41K -402 -2%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$2.13M +$902K +8,839 +73%
AAS
100
Avantax Advisory Services
Texas
$2.08M +$456K +4,468 +28%
2 3
4
5 6