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iShares Expanded Tech Sector ETF

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$553K +$128K +2,664 +29%
AT
102
American Trust
Kentucky
$549K +$2.78M +57,936 +679%
BFS
103
Bard Financial Services
Connecticut
$525K
WP
104
WealthShield Partners
North Carolina
$504K
Renaissance Technologies
105
Renaissance Technologies
New York
$504K +$518K +10,800 New
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$497K +$36.2K +756 +13%
OWA
107
One Wealth Advisors
California
$493K -$219K -4,578 -30%
Jane Street
108
Jane Street
New York
$482K -$2.13M -44,394 -81%
PFS
109
Prospera Financial Services
Texas
$469K -$104K -2,172 -18%
KAH
110
Kathryn A. Hall
$466K
M&T Bank
111
M&T Bank
New York
$462K
CGL
112
Clarius Group LLC
Washington
$456K
VAS
113
Vestmark Advisory Solutions
Massachusetts
$456K -$5.16M -107,784 -92%
MMA
114
Miracle Mile Advisors
California
$455K +$467K +9,750 New
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$444K -$399K -8,322 -47%
SPC
116
Sigma Planning Corp
Michigan
$443K -$15.2K -318 -3%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$434K -$8.63K -180 -2%
RG
118
Rathbones Group
United Kingdom
$428K
BFS
119
Bradley Foster & Sargent
Connecticut
$426K -$26.5K -552 -6%
CAN
120
Cetera Advisor Networks
California
$388K
KA
121
Kearns & Associates
California
$384K
TRCT
122
Tower Research Capital (TRC)
New York
$380K -$770K -16,074 -66%
SAG
123
SageView Advisory Group
California
$376K +$386K +8,058 New
T
124
TCWP
Ohio
$373K +$383K +7,986 New
WA
125
WealthTrust Axiom
Pennsylvania
$371K

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.