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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

338 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
NFC
3
Northeast Financial Consultants
Connecticut
$6.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.1M
5
LPL Financial
5
LPL Financial
California
$63.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$104M
3
EH
3
Equitable Holdings
New York
$181M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
101
Nikulski Financial
Iowa
$1.49M +$218K +2,526 +17%
GVAG
102
Great Valley Advisor Group
Delaware
$1.47M +$1.2M +13,964 +447%
CSC
103
Caldwell Sutter Capital
California
$1.46M -$53.3K -618 -4%
PWM
104
Perigon Wealth Management
California
$1.44M +$603 +7 +0%
AAS
105
Avantax Advisory Services
Texas
$1.41M -$56K -650 -4%
CAN
106
Cetera Advisor Networks
California
$1.38M +$438K +5,088 +47%
CWA
107
Capital Wealth Alliance
Arizona
$1.33M +$272K +3,157 +26%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$37.7K +438 +3%
KAS
109
Kestra Advisory Services
Texas
$1.31M -$39.3K -456 -3%
SFS
110
Security Financial Services
Indiana
$1.3M -$140K -1,628 -10%
CSIC
111
Clifford Swan Investment Counsel
California
$1.29M – – –
PCA
112
Pallas Capital Advisors
Massachusetts
$1.27M -$20.8K -241 -2%
Northern Trust
113
Northern Trust
Illinois
$1.27M +$259K +3,000 +26%
IWA
114
Icon Wealth Advisors
Texas
$1.27M – – –
CGA
115
Crescent Grove Advisors
Illinois
$1.24M -$320K -3,708 -21%
AWS
116
Atria Wealth Solutions
New York
$1.14M -$511K -5,927 -31%
CWM
117
Congress Wealth Management
Massachusetts
$1.11M +$776 +9 +0.1%
TFF
118
The Family Firm
Maryland
$1.09M -$345 -4 -0%
BFO
119
Boston Family Office
Massachusetts
$1.06M – – –
GRP
120
Global Retirement Partners
California
$1.03M +$644K +7,478 +166%
TA
121
Tactive Advisors
Florida
$1.03M +$1.03M +11,948 New
AIC
122
Ayalon Insurance Company
Israel
$1.02M – – –
RWB
123
RMR Wealth Builders
New Jersey
$889K +$99.7K +1,157 +13%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$876K +$4.14K +48 +0.5%
MML Investors Services
125
MML Investors Services
Massachusetts
$871K +$107K +1,241 +14%
3 4
5
6 7