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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Perigon Wealth Management
California
$1.75M +$73.7K +768 +4%
WB
102
Webster Bank
Connecticut
$1.73M – – –
SMC
103
Smith, Moore & Co
Missouri
$1.73M -$57.6K -600 -3%
M&T Bank
104
M&T Bank
New York
$1.68M – – –
CSC
105
Caldwell Sutter Capital
California
$1.62M – – –
AC
106
Avestar Capital
New York
$1.55M -$7.94M -82,787 -84%
KAS
107
Kestra Advisory Services
Texas
$1.53M +$9.5K +99 +0.6%
AAS
108
Avantax Advisory Services
Texas
$1.52M -$97.3K -1,014 -6%
Brown Advisory
109
Brown Advisory
Maryland
$1.52M +$12K +125 +0.8%
TSWM
110
Tyler-Stone Wealth Management
Ohio
$1.52M +$759K +7,915 +100%
GVAG
111
Great Valley Advisor Group
Delaware
$1.51M -$106K -1,100 -7%
SFS
112
Security Financial Services
Indiana
$1.48M +$53.5K +558 +4%
NF
113
Nikulski Financial
Iowa
$1.47M -$195K -2,029 -12%
FA
114
Fiducient Advisors
Illinois
$1.45M -$95.9K -1,000 -6%
CSIC
115
Clifford Swan Investment Counsel
California
$1.44M – – –
IWA
116
Icon Wealth Advisors
Texas
$1.41M +$1.41M +14,688 New
CGA
117
Crescent Grove Advisors
Illinois
$1.38M – – –
GRP
118
Global Retirement Partners
California
$1.35M +$91K +949 +7%
OCM
119
Osterweis Capital Management
California
$1.33M -$1.49M – –
MML Investors Services
120
MML Investors Services
Massachusetts
$1.31M +$307K +3,201 +31%
KWM
121
Keebeck Wealth Management
Illinois
$1.28M +$558K +5,817 +77%
Northern Trust
122
Northern Trust
Illinois
$1.24M +$82.1K +856 +7%
CWM
123
Congress Wealth Management
Massachusetts
$1.23M +$1.15K +12 +0.1%
HH
124
Hilltop Holdings
Texas
$1.23M +$514K +5,358 +72%
TFF
125
The Family Firm
Maryland
$1.19M +$61.3K +639 +5%
3 4
5
6 7