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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

451 hedge funds and large institutions have $3.1B invested in iShares Expanded Tech Sector ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+36
Holders Change %
+8.67%
% of All Funds
6.05%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
63
Increased
125
Reduced
149
Closed
21
Calls
$10.3M
Puts
$955K
Net Calls
+$9.39M
Net Calls Change
+$6.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42M
2
PCH
PGIM Custom Harvest
New Jersey
+$36.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.4M
4
UBS Group
UBS Group
Switzerland
+$12M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$39.2M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$26.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$16.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.9M
5
WC
Westwind Capital
New Mexico
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$5.31M +$1.47M +13,045 +38%
MWA
77
Midland Wealth Advisors
Illinois
$5.29M -$22.6K -201 -0.4%
IFA
78
Interactive Financial Advisors
Illinois
$5.17M +$8.76K +78 +0.2%
Jane Street
79
Jane Street
New York
$4.87M +$4.87M +43,307 New
Jones Financial Companies
80
Jones Financial Companies
Missouri
$4.33M +$1.3M +11,673 +43%
PA
81
Paragon Advisors
Texas
$4.26M +$4.26M +37,958 New
HighTower Advisors
82
HighTower Advisors
Illinois
$4.19M +$282K +2,511 +7%
MIC
83
Meridian Investment Counsel
California
$4.13M – – –
BAM
84
Belpointe Asset Management
Nevada
$4.04M -$573K -5,104 -12%
MIA
85
Milestone Investment Advisors
Wisconsin
$4.03M +$322K +2,863 +9%
Creative Planning
86
Creative Planning
Kansas
$3.93M -$498K -4,437 -11%
MIFH
87
Migdal Insurance & Financial Holdings
Israel
$3.89M +$26K +231 +0.7%
CAM
88
Campion Asset Management
Virginia
$3.81M -$49.5K -441 -1%
TIA
89
Traphagen Investment Advisors
New Jersey
$3.78M +$99.2K +883 +3%
SSWM
90
Sheets Smith Wealth Management
North Carolina
$3.77M -$59.5K -530 -2%
JBW
91
Journey Beyond Wealth
Georgia
$3.72M +$663K +5,900 +22%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$3.65M +$121K +1,076 +3%
US Bancorp
93
US Bancorp
Minnesota
$3.64M +$1.24M +11,003 +51%
KGP
94
Keystone Global Partners
Colorado
$3.42M -$97.6K -869 -3%
IWM
95
IHT Wealth Management
Illinois
$3.31M -$77.5K -690 -2%
Brown Advisory
96
Brown Advisory
Maryland
$3.27M +$219K +1,947 +7%
OIA
97
OneDigital Investment Advisors
Kansas
$3.21M -$357K -3,182 -10%
SFS
98
Sowell Financial Services
Arkansas
$3.11M -$30.9K -275 -1%
Marshall Wace
99
Marshall Wace
United Kingdom
$3.08M +$3.08M +27,442 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$2.85M -$1.41M -12,466 -33%
2 3
4
5 6