We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
101
The Family Firm
Maryland
$699K -$105K -1,992 -12%
OWA
102
One Wealth Advisors
California
$698K +$798K +15,150 New
SPIA
103
Steward Partners Investment Advisory
New York
$667K -$18.3K -348 -2%
RF
104
Resolute Financial
Massachusetts
$663K +$949 +18 +0.1%
SFS
105
Security Financial Services
Indiana
$640K +$732K +13,890 New
KAS
106
Kestra Advisory Services
Texas
$638K -$124K -2,358 -15%
WJA
107
Willis Johnson & Associates
Texas
$609K -$68.6K -1,302 -9%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$587K -$92.3K -1,752 -12%
OCPWS
109
One Charles Private Wealth Services
Massachusetts
$568K -$797K -15,132 -55%
PFS
110
Prospera Financial Services
Texas
$562K +$73.4K +1,392 +13%
Northern Trust
111
Northern Trust
Illinois
$556K -$63.9K -1,212 -9%
BFO
112
Boston Family Office
Massachusetts
$552K
NF
113
Nikulski Financial
Iowa
$547K -$1.9K -36 -0.3%
TFA
114
Teamwork Financial Advisors
Texas
$539K +$26.6K +504 +5%
BFS
115
Bard Financial Services
Connecticut
$518K
RJT
116
Raymond James Trust
Florida
$500K -$661K -12,540 -54%
WP
117
WealthShield Partners
North Carolina
$498K
US Bancorp
118
US Bancorp
Minnesota
$481K +$6.01K +114 +1%
KAH
119
Kathryn A. Hall
$460K
M&T Bank
120
M&T Bank
New York
$456K -$94.9K -1,800 -15%
SPC
121
Sigma Planning Corp
Michigan
$452K +$201K +3,816 +64%
CGL
122
Clarius Group LLC
Washington
$450K
BFS
123
Bradley Foster & Sargent
Connecticut
$446K
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$436K +$500K +9,480 New
AG
125
Ascent Group
Virginia
$424K -$542K -10,290 -54%

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.