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iShares Expanded Tech Sector ETF
IGM

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,036% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $889K

782.55% more ownership

Funds ownership: 260.57% → 1,043.12% (+783%)

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

10% more funds holding

Funds holding: 241 → 264 (+23)

6% more capital invested

Capital invested by funds: $1.4B → $1.48B (+$86.3M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.6%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$4.46B
2
GAG
GM Advisory Group
New York
+$44.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.77M
5
HB
Homrich & Berg
Georgia
+$1.58M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
-$43.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.1M
3
SCA
Stuart Chaussee & Associates
California
-$26M
4
SFS
Strategic Financial Services
New York
-$7.56M
5
EH
Equitable Holdings
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Calton & Associates
Florida
$991K -$120K -1,890 -11%
EWA
102
EP Wealth Advisors
California
$901K +$852K +13,386 New
Brown Advisory
103
Brown Advisory
Maryland
$898K -$9.55K -150 -1%
JIP
104
Jaffetilchin Investment Partners
Florida
$873K +$954K +14,976 New
DADC
105
D.A. Davidson & Co
Montana
$870K +$6.88K +108 +0.8%
BFO
106
Boston Family Office
Massachusetts
$808K – – –
CAM
107
Cresset Asset Management
Illinois
$800K – – –
M&T Bank
108
M&T Bank
New York
$788K -$306K -4,806 -29%
MML Investors Services
109
MML Investors Services
Massachusetts
$766K +$151K +2,370 +26%
BFS
110
Bard Financial Services
Connecticut
$757K – – –
SWP
111
Stratos Wealth Partners
Ohio
$742K +$48.9K +768 +7%
AAS
112
Avantax Advisory Services
Texas
$735K +$400K +6,282 +137%
RF
113
Rollins Financial
Georgia
$732K -$111K -1,740 -14%
Creative Planning
114
Creative Planning
Kansas
$727K -$39.4K -618 -5%
PWM
115
Perigon Wealth Management
California
$710K – – –
HFA
116
High Falls Advisors
New York
$707K – – –
US Bancorp
117
US Bancorp
Minnesota
$698K +$3.44K +54 +0.5%
CFD
118
Creative Financial Designs
Indiana
$684K +$16.4K +258 +3%
SS
119
Sunbelt Securities
Texas
$680K -$89K -1,398 -12%
KAH
120
Kathryn A. Hall
$673K – – –
PSUF
121
People's United Financial
Connecticut
$671K – – –
SCA
122
Snowden Capital Advisors
New York
$663K -$423K -6,636 -40%
SC
123
Slow Capital
California
$650K -$222K -3,480 -27%
KPW
124
Kore Private Wealth
New York
$650K +$615K +9,654 New
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$636K – – –
3 4
5
6 7

IGM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2021, worth a combined $1.48B — up 6.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 14 closed out — a net gain of 26 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $4.46B. The largest seller was JGP Wealth Management, cutting an estimated $43.8M.

  • 264 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $4.46B added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2021 was JGP Wealth Management, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2021.