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iShares Expanded Tech Sector ETF

420 hedge funds and large institutions have $2.47B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $662K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

1% more funds holding

Funds holding: 415420 (+5)

0.22% more ownership

Funds ownership: 47.2%47.42% (+0.22%)

9% less capital invested

Capital invested by funds: $2.72B → $2.47B (-$255M)

Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
5.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
45
Increased
135
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$2.14M +$57K +564 +2%
SI
102
Stephens Inc
Arkansas
$2.07M -$169K -1,671 -7%
CWA
103
Clarity Wealth Advisors
California
$2.05M -$79.8K -790 -3%
SWM
104
Shelton Wealth Management
Texas
$2.01M -$174K -1,721 -7%
US Bancorp
105
US Bancorp
Minnesota
$1.94M +$342K +3,387 +19%
FSA
106
Fort Sheridan Advisors
Illinois
$1.91M -$117K -1,161 -5%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$1.89M -$70.2K -695 -3%
FFL
108
Financial Freedom LLC
Ohio
$1.86M +$2.07M +20,481 New
AAS
109
Avantax Advisory Services
Texas
$1.78M -$69.2K -685 -3%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.77M +$194K +1,916 +11%
SPIA
111
Steward Partners Investment Advisory
New York
$1.75M +$593K +5,867 +44%
PWM
112
Perigon Wealth Management
California
$1.72M -$45.2K -448 -2%
SQA
113
Simon Quick Advisors
New Jersey
$1.68M -$7.88K -78 -0.4%
RBWA
114
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M -$13.4M -133,101 -88%
SMC
115
Smith, Moore & Co
Missouri
$1.63M
WB
116
Webster Bank
Connecticut
$1.62M -$20.7K -205 -1%
HFRG
117
Houlihan Financial Resource Group
Virginia
$1.62M -$91.1K -902 -5%
M&T Bank
118
M&T Bank
New York
$1.59M
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$1.57M -$24.8K -246 -1%
NF
120
Nikulski Financial
Iowa
$1.56M -$10.9K -108 -0.6%
SFS
121
Security Financial Services
Indiana
$1.54M +$165K +1,633 +11%
CSC
122
Caldwell Sutter Capital
California
$1.53M
GS
123
GTS Securities
New York
$1.46M +$1.62M +16,086 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$1.41M +$1.57M +15,528 New
GVAG
125
Great Valley Advisor Group
Delaware
$1.39M -$10.5K -104 -0.7%

IGM Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2025, worth a combined $2.47B — down 9.4% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGM positions and 35 closed out — a net gain of 10 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $25M. The largest seller was SteelPeak Wealth, cutting an estimated $37.7M.

  • 420 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $2.47B of iShares Expanded Tech Sector ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 45 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2025 and 35 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $25M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2025.