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iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Tiedemann Advisors
New York
$940K -$246K -4,110 -21%
NF
102
Nikulski Financial
Iowa
$936K -$203K -3,396 -18%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$871K -$5.32M -88,968 -86%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$821K +$35.5K +594 +5%
Brown Advisory
105
Brown Advisory
Maryland
$811K
APA
106
American Portfolios Advisors
New York
$805K +$79.7K +1,332 +11%
DADC
107
D.A. Davidson & Co
Montana
$770K +$318K +5,310 +71%
KPWS
108
Kestra Private Wealth Services
Texas
$760K -$38.8K -648 -5%
RF
109
Rollins Financial
Georgia
$758K
JMPWA
110
JP Morgan Private Wealth Advisors
California
$735K -$52K -870 -7%
BFO
111
Boston Family Office
Massachusetts
$721K
CAM
112
Cresset Asset Management
Illinois
$714K
SS
113
Sunbelt Securities
Texas
$690K +$280K +4,686 +69%
Creative Planning
114
Creative Planning
Kansas
$686K +$14.7K +246 +2%
BFS
115
Bard Financial Services
Connecticut
$677K
CRWM
116
Castle Rock Wealth Management
California
$672K
Renaissance Technologies
117
Renaissance Technologies
New York
$650K +$646K +10,800 New
PWM
118
Perigon Wealth Management
California
$634K -$54.5K -912 -8%
HFA
119
High Falls Advisors
New York
$631K
US Bancorp
120
US Bancorp
Minnesota
$620K -$13.3K -222 -2%
SWP
121
Stratos Wealth Partners
Ohio
$616K -$85.8K -1,434 -12%
KAH
122
Kathryn A. Hall
$601K
PSUF
123
People's United Financial
Connecticut
$600K
CFD
124
Creative Financial Designs
Indiana
$596K +$30.1K +504 +5%
FAIM
125
Financial Advocates Investment Management
Washington
$586K +$72.9K +1,218 +14%

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.