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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$1.7M
HAM
102
Harmony Asset Management
Arizona
$1.67M -$5.95K -68 -0.4%
M&T Bank
103
M&T Bank
New York
$1.65M
PWM
104
Perigon Wealth Management
California
$1.64M +$63.4K +724 +4%
NF
105
Nikulski Financial
Iowa
$1.64M
CSC
106
Caldwell Sutter Capital
California
$1.59M
AAS
107
Avantax Advisory Services
Texas
$1.59M +$50.6K +578 +4%
GVAG
108
Great Valley Advisor Group
Delaware
$1.59M -$20.1K -230 -1%
AI
109
Atria Investments
North Carolina
$1.54M -$719K -8,210 -33%
FA
110
Fiducient Advisors
Illinois
$1.52M +$1.41M +16,080 New
KAS
111
Kestra Advisory Services
Texas
$1.49M +$53.5K +611 +4%
OCM
112
Osterweis Capital Management
California
$1.49M
Brown Advisory
113
Brown Advisory
Maryland
$1.49M -$554K -6,331 -29%
NPT
114
National Philanthropic Trust
Pennsylvania
$1.44M -$1.03M -11,773 -43%
WA
115
WESPAC Advisors
California
$1.42M -$446K -5,090 -25%
CSIC
116
Clifford Swan Investment Counsel
California
$1.41M
OIA
117
OneDigital Investment Advisors
Kansas
$1.41M +$963K +11,003 +276%
SFS
118
Security Financial Services
Indiana
$1.41M -$18.5K -211 -1%
CGA
119
Crescent Grove Advisors
Illinois
$1.35M
PCA
120
Pallas Capital Advisors
Massachusetts
$1.31M -$61.5K -702 -5%
GRP
121
Global Retirement Partners
California
$1.23M +$97.5K +1,114 +9%
CWM
122
Congress Wealth Management
Massachusetts
$1.21M +$525 +6 +0%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.2M -$16.3M -185,930 -94%
Northern Trust
124
Northern Trust
Illinois
$1.14M -$230K -2,622 -18%
BFO
125
Boston Family Office
Massachusetts
$1.12M -$29.9K -342 -3%

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.