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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
1
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
3
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
5
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
2
EP Wealth Advisors
California
$518K
3
DWM
3
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
5
Signature Estate & Investment Advisors
California
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NF
101
Nikulski Financial
Iowa
$867K 13,242 +12 +0.1%
KAS
102
Kestra Advisory Services
Texas
$860K 13,140 -834 -6%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$795K 12,144 -3,054 -20%
AAS
104
Avantax Advisory Services
Texas
$792K 12,096 +12,096 New
RWA
105
Ropes Wealth Advisors
Massachusetts
$790K 12,072 +12,072 New
SPIA
106
Steward Partners Investment Advisory
New York
$787K 12,018 -600 -5%
TA
107
Tiedemann Advisors
New York
$760K 11,610 +11,610 New
BFS
108
Bard Financial Services
Connecticut
$737K 11,250 – –
SHFP
109
Second Half Financial Partners
Florida
$718K 10,962 +10,962 New
PFS
110
Prospera Financial Services
Texas
$713K 10,890 -96 -0.9%
WP
111
WealthShield Partners
North Carolina
$707K 10,800 – –
Citigroup
112
Citigroup
New York
$703K 10,734 -90 -0.8%
AT
113
American Trust
Kentucky
$698K 82,824 +6 +0%
OWA
114
One Wealth Advisors
California
$661K 10,098 +12 +0.1%
KAH
115
Kathryn A. Hall
$654K 9,990 – –
WJA
116
Willis Johnson & Associates
Texas
$653K 9,978 -1,980 -17%
M&T Bank
117
M&T Bank
New York
$648K 9,900 -600 -6%
RWB
118
RMR Wealth Builders
New Jersey
$642K 9,798 +3,510 +56%
CGL
119
Clarius Group LLC
Washington
$640K 9,774 – –
MMA
120
Miracle Mile Advisors
California
$639K 9,762 – –
KNW
121
Kesler Norman & Wride
Utah
$638K 9,750 -420 -4%
VAS
122
Vestmark Advisory Solutions
Massachusetts
$613K 9,366 -300 -3%
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
$609K 9,300 – –
RG
124
Rathbones Group
United Kingdom
$601K 9,180 – –
SF
125
Synovus Financial
Georgia
$583K 8,910 – –
3 4
5
6 7