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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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
Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.24%
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

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82.7M
2
LPL Financial
2
LPL Financial
California
$31.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.45M
4
SEIA
4
Signature Estate & Investment Advisors
California
$60.7M
5
AS
5
Altshuler Shaham
Israel
$4.22M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14.8M
2
Bank of America
2
Bank of America
North Carolina
$154M
3
AWM
3
Apollon Wealth Management
South Carolina
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$871K
5
SFS
5
Strategic Financial Services
New York
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
101
Tiedemann Advisors
New York
$940K -$247K -4,110 -21%
NF
102
Nikulski Financial
Iowa
$936K -$204K -3,396 -18%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$871K -$5.35M -88,968 -86%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$821K +$35.7K +594 +5%
Brown Advisory
105
Brown Advisory
Maryland
$811K – – –
APA
106
American Portfolios Advisors
New York
$805K +$80.1K +1,332 +11%
DADC
107
D.A. Davidson & Co
Montana
$770K +$319K +5,310 +71%
KPWS
108
Kestra Private Wealth Services
Texas
$760K -$39K -648 -5%
RF
109
Rollins Financial
Georgia
$758K – – –
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$735K -$52.3K -870 -7%
BFO
111
Boston Family Office
Massachusetts
$721K – – –
CAM
112
Cresset Asset Management
Illinois
$714K – – –
SS
113
Sunbelt Securities
Texas
$690K +$282K +4,686 +69%
Creative Planning
114
Creative Planning
Kansas
$686K +$14.8K +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 +$650K +10,800 New
PWM
118
Perigon Wealth Management
California
$634K -$54.8K -912 -8%
HFA
119
High Falls Advisors
New York
$631K – – –
US Bancorp
120
US Bancorp
Minnesota
$620K -$13.4K -222 -2%
SWP
121
Stratos Wealth Partners
Ohio
$616K -$86.2K -1,434 -12%
KAH
122
Kathryn A. Hall
$601K – – –
PSUF
123
People's United Financial
Connecticut
$600K – – –
CFD
124
Creative Financial Designs
Indiana
$596K +$30.3K +504 +5%
FAIM
125
Financial Advocates Investment Management
Washington
$586K +$73.2K +1,218 +14%
3 4
5
6 7