We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

415 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 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
76
Milestone Investment Advisors
Wisconsin
$3.72M +$299K +2,974 +9%
OCM
77
One Capital Management
California
$3.67M -$98.9K -984 -3%
BRWA
78
B. Riley Wealth Advisors
Florida
$3.55M +$473K +4,703 +16%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$3.51M +$3.02K +30 +0.1%
CAM
80
Campion Asset Management
Virginia
$3.51M -$69.6K -692 -2%
TIA
81
Traphagen Investment Advisors
New Jersey
$3.35M -$53.4K -531 -2%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$3.33M +$132K +1,312 +4%
IWM
83
IHT Wealth Management
Illinois
$3.18M -$99K -985 -3%
SWC
84
Spectrum Wealth Counsel
Indiana
$3.03M +$7.74K +77 +0.3%
KAS
85
Kestra Advisory Services
Texas
$2.96M +$1.31M +13,068 +82%
SFS
86
Sowell Financial Services
Arkansas
$2.85M +$40K +398 +1%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.6M +$469K +4,663 +22%
SI
88
Stephens Inc
Arkansas
$2.5M +$166K +1,656 +7%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$564K +5,612 +30%
SWM
90
Shelton Wealth Management
Texas
$2.43M -$197K -1,958 -8%
CWA
91
Clarity Wealth Advisors
California
$2.39M -$95.6K -951 -4%
JBW
92
Journey Beyond Wealth
Georgia
$2.38M +$2.35M +23,337 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$2.36M +$15.6K +155 +0.7%
Brown Advisory
94
Brown Advisory
Maryland
$2.32M +$685K +6,815 +43%
MIFH
95
Migdal Insurance & Financial Holdings
Israel
$2.28M -$367K -3,656 -14%
FSA
96
Fort Sheridan Advisors
Illinois
$2.26M +$503 +5 +0%
Creative Planning
97
Creative Planning
Kansas
$2.25M -$191K -1,905 -8%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$2.2M -$40.4K -402 -2%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$2.13M +$888K +8,839 +73%
AAS
100
Avantax Advisory Services
Texas
$2.08M +$449K +4,468 +28%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.