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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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.

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.61%
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
GAG
1
GM Advisory Group
New York
$47.8M
2
KFS
2
Kelly Financial Services
Massachusetts
$29M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.38M
5
HB
5
Homrich & Berg
Georgia
$6.71M

Top Sellers

1
JWM
1
JGP Wealth Management
Oregon
$443K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$58.7M
3
SCA
3
Stuart Chaussee & Associates
California
$18.8M
4
SFS
4
Strategic Financial Services
New York
$2.73M
5
EH
5
Equitable Holdings
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Calton & Associates
Florida
$991K -$127K -1,890 -11%
EWA
102
EP Wealth Advisors
California
$901K +$901K +13,386 New
Brown Advisory
103
Brown Advisory
Maryland
$898K -$10.1K -150 -1%
JIP
104
Jaffetilchin Investment Partners
Florida
$873K +$873K +14,976 New
DADC
105
D.A. Davidson & Co
Montana
$870K +$7.27K +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 -$324K -4,806 -29%
MML Investors Services
109
MML Investors Services
Massachusetts
$766K +$159K +2,370 +26%
BFS
110
Bard Financial Services
Connecticut
$757K – – –
SWP
111
Stratos Wealth Partners
Ohio
$742K +$51.7K +768 +7%
AAS
112
Avantax Advisory Services
Texas
$735K +$425K +6,282 +137%
RF
113
Rollins Financial
Georgia
$732K -$117K -1,740 -14%
Creative Planning
114
Creative Planning
Kansas
$727K -$41.6K -618 -5%
PWM
115
Perigon Wealth Management
California
$710K – – –
HFA
116
High Falls Advisors
New York
$707K – – –
US Bancorp
117
US Bancorp
Minnesota
$698K +$3.64K +54 +0.5%
CFD
118
Creative Financial Designs
Indiana
$684K +$17.4K +258 +3%
SS
119
Sunbelt Securities
Texas
$680K -$94.4K -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 -$447K -6,636 -40%
SC
123
Slow Capital
California
$650K -$234K -3,480 -27%
KPW
124
Kore Private Wealth
New York
$650K +$650K +9,654 New
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$636K – – –
3 4
5
6 7