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iShares Expanded Tech Sector ETF

456 hedge funds and large institutions have $3.11B invested in iShares Expanded Tech Sector ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 151 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

983% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $955K

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

26% more capital invested

Capital invested by funds: $2.47B → $3.11B (+$646M)

9% more funds holding

Funds holding: 420456 (+36)

0.17% less ownership

Funds ownership: 47.42%47.24% (-0.17%)

17% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 151

Holders
456
Holders Change
+36
Holders Change %
+8.57%
% of All Funds
6%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
63
Increased
126
Reduced
151
Closed
22
Calls
$10.3M
Puts
$955K
Net Calls
+$9.39M
Net Calls Change
+$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$2.85M -$1.22M -12,466 -33%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$2.77M -$80.4K -819 -3%
AF
103
Apexium Financial
Texas
$2.72M -$2.26M -23,006 -49%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$2.65M -$2.55K -26 -0.1%
BRWA
105
B. Riley Wealth Advisors
Florida
$2.64M +$2.31M +23,519 New
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.63M -$2.35M -23,878 -50%
SI
107
Stephens Inc
Arkansas
$2.6M +$30.3K +308 +1%
FFL
108
Financial Freedom LLC
Ohio
$2.56M +$224K +2,283 +11%
CWA
109
Clarity Wealth Advisors
California
$2.47M -$62.8K -639 -3%
AllianceBernstein
110
AllianceBernstein
Tennessee
$2.47M -$241K -2,458 -10%
AAS
111
Avantax Advisory Services
Texas
$2.46M +$218K +2,220 +11%
SWM
112
Shelton Wealth Management
Texas
$2.46M -$22.7K -231 -1%
PAS
113
Park Avenue Securities
New York
$2.45M +$1.21M +12,299 +129%
PWM
114
Perigon Wealth Management
California
$2.38M +$214K +2,177 +11%
FSA
115
Fort Sheridan Advisors
Illinois
$2.36M -$2.26K -23 -0.1%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$2.29M -$44.6K -454 -2%
BW
117
BXM Wealth
Colorado
$2.17M -$640K -6,520 -25%
SMC
118
Smith, Moore & Co
Missouri
$2.11M +$82.5K +840 +5%
AWA
119
Arete Wealth Advisors
Illinois
$2.04M +$1.78M +18,164 New
HFRG
120
Houlihan Financial Resource Group
Virginia
$2.02M -$5.89K -60 -0.3%
HH
121
Hilltop Holdings
Texas
$1.98M +$315K +3,202 +22%
M&T Bank
122
M&T Bank
New York
$1.97M
WB
123
Webster Bank
Connecticut
$1.95M -$49.1K -500 -3%
SFS
124
Security Financial Services
Indiana
$1.9M -$7.96K -81 -0.5%
CSC
125
Caldwell Sutter Capital
California
$1.81M -$76.6K -780 -5%

IGM Hedge Fund Activity: Q2 2025 in Review

456 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2025, worth a combined $3.11B — up 26% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IGM positions and 22 closed out — a net gain of 41 holders — while 126 added to existing stakes and 151 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $36.8M. The largest seller was Bank of America, cutting an estimated $34.2M.

  • 456 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2025, up from 420 in Q1 2025.
  • Funds reported $3.11B of iShares Expanded Tech Sector ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 63 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2025 and 22 closed out, a net change of +41 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2025 was Bank of Montreal, an estimated $36.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2025 was Bank of America, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2025.