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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$1.75M +$71K +768 +4%
WB
102
Webster Bank
Connecticut
$1.73M
SMC
103
Smith, Moore & Co
Missouri
$1.73M -$55.4K -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 -$7.65M -82,787 -84%
KAS
107
Kestra Advisory Services
Texas
$1.53M +$9.15K +99 +0.6%
AAS
108
Avantax Advisory Services
Texas
$1.52M -$93.7K -1,014 -6%
Brown Advisory
109
Brown Advisory
Maryland
$1.52M +$11.6K +125 +0.8%
TSWM
110
Tyler-Stone Wealth Management
Ohio
$1.52M +$731K +7,915 +100%
GVAG
111
Great Valley Advisor Group
Delaware
$1.51M -$102K -1,100 -7%
SFS
112
Security Financial Services
Indiana
$1.48M +$51.6K +558 +4%
NF
113
Nikulski Financial
Iowa
$1.47M -$188K -2,029 -12%
FA
114
Fiducient Advisors
Illinois
$1.45M -$92.4K -1,000 -6%
CSIC
115
Clifford Swan Investment Counsel
California
$1.44M
IWA
116
Icon Wealth Advisors
Texas
$1.41M +$1.36M +14,688 New
CGA
117
Crescent Grove Advisors
Illinois
$1.38M
GRP
118
Global Retirement Partners
California
$1.35M +$87.7K +949 +7%
OCM
119
Osterweis Capital Management
California
$1.33M
MML Investors Services
120
MML Investors Services
Massachusetts
$1.31M +$296K +3,201 +31%
KWM
121
Keebeck Wealth Management
Illinois
$1.28M +$538K +5,817 +77%
Northern Trust
122
Northern Trust
Illinois
$1.24M +$79.1K +856 +7%
CWM
123
Congress Wealth Management
Massachusetts
$1.23M +$1.11K +12 +0.1%
HH
124
Hilltop Holdings
Texas
$1.23M +$495K +5,358 +72%
TFF
125
The Family Firm
Maryland
$1.19M +$59.1K +639 +5%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.