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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

451 hedge funds and large institutions have $3.1B invested in iShares Expanded Tech Sector ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+36
Holders Change %
+8.67%
% of All Funds
6.05%
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
125
Reduced
149
Closed
21
Calls
$10.3M
Puts
$955K
Net Calls
+$9.39M
Net Calls Change
+$6.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$172M
2
PCH
PGIM Custom Harvest
New Jersey
$42.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.1M
4
UBS Group
UBS Group
Switzerland
$62.5M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$23.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$294M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$11.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
WC
Westwind Capital
New Mexico
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$2.77M -$92K -819 -3%
AF
102
Apexium Financial
Texas
$2.72M -$2.58M -23,006 -49%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$2.65M -$2.92K -26 -0.1%
BRWA
104
B. Riley Wealth Advisors
Florida
$2.64M +$2.64M +23,519 New
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.63M -$2.68M -23,878 -50%
SI
106
Stephens Inc
Arkansas
$2.6M +$34.6K +308 +1%
FFL
107
Financial Freedom LLC
Ohio
$2.56M +$256K +2,283 +11%
CWA
108
Clarity Wealth Advisors
California
$2.47M -$71.8K -639 -3%
AllianceBernstein
109
AllianceBernstein
Tennessee
$2.47M -$276K -2,458 -10%
AAS
110
Avantax Advisory Services
Texas
$2.46M +$249K +2,220 +11%
SWM
111
Shelton Wealth Management
Texas
$2.46M -$26K -231 -1%
PAS
112
Park Avenue Securities
New York
$2.45M +$1.38M +12,299 +129%
PWM
113
Perigon Wealth Management
California
$2.38M +$245K +2,177 +11%
FSA
114
Fort Sheridan Advisors
Illinois
$2.36M -$2.58K -23 -0.1%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$2.29M -$51K -454 -2%
BW
116
BXM Wealth
Colorado
$2.17M -$732K -6,520 -25%
SMC
117
Smith, Moore & Co
Missouri
$2.11M +$94.4K +840 +5%
SQA
118
Simon Quick Advisors
New Jersey
$2.09M +$7.53K +67 +0.4%
AWA
119
Arete Wealth Advisors
Illinois
$2.04M +$2.04M +18,164 New
HFRG
120
Houlihan Financial Resource Group
Virginia
$2.02M -$6.84K -60 -0.3%
HH
121
Hilltop Holdings
Texas
$1.98M +$360K +3,202 +22%
M&T Bank
122
M&T Bank
New York
$1.97M – – –
WB
123
Webster Bank
Connecticut
$1.95M -$56.2K -500 -3%
SFS
124
Security Financial Services
Indiana
$1.9M -$9.1K -81 -0.5%
CSC
125
Caldwell Sutter Capital
California
$1.81M -$87.6K -780 -5%
3 4
5
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