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iShares Expanded Tech Sector ETF

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$1.99M +$125K +1,241 +7%
AllianceBernstein
102
AllianceBernstein
Tennessee
$1.94M -$981K -9,758 -34%
OIA
103
OneDigital Investment Advisors
Kansas
$1.93M -$93.2K -927 -5%
HFRG
104
Houlihan Financial Resource Group
Virginia
$1.91M +$20.1K +200 +1%
BW
105
BXM Wealth
Colorado
$1.9M +$1.87M +18,582 New
SQA
106
Simon Quick Advisors
New Jersey
$1.9M +$1.58M +15,756 +559%
WB
107
Webster Bank
Connecticut
$1.85M
US Bancorp
108
US Bancorp
Minnesota
$1.84M +$681K +6,778 +60%
SMC
109
Smith, Moore & Co
Missouri
$1.83M -$15.1K -150 -0.8%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.8M +$399K +3,971 +29%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.8M +$638K +6,347 +56%
TSWM
112
Tyler-Stone Wealth Management
Ohio
$1.79M +$170K +1,693 +11%
M&T Bank
113
M&T Bank
New York
$1.79M
NF
114
Nikulski Financial
Iowa
$1.77M +$199K +1,981 +13%
CSC
115
Caldwell Sutter Capital
California
$1.73M
GRP
116
Global Retirement Partners
California
$1.59M +$154K +1,533 +11%
AWS
117
Atria Wealth Solutions
New York
$1.57M -$492K -4,896 -24%
GVAG
118
Great Valley Advisor Group
Delaware
$1.57M -$34.2K -340 -2%
SFS
119
Security Financial Services
Indiana
$1.56M -$13.4K -133 -0.9%
AC
120
Avestar Capital
New York
$1.55M -$95.4K -949 -6%
FA
121
Fiducient Advisors
Illinois
$1.54M
CSIC
122
Clifford Swan Investment Counsel
California
$1.53M
DAS
123
Diversify Advisory Services
Utah
$1.53M +$1.51M +15,062 New
IWA
124
Icon Wealth Advisors
Texas
$1.5M
CGA
125
Crescent Grove Advisors
Illinois
$1.46M

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.