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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.

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
0.26%
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
1
Bank of Montreal
Ontario, Canada
$172M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.1M
4
UBS Group
4
UBS Group
Switzerland
$62.5M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$23.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$294M
2
OCBCO
2
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11.1M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
WC
5
Westwind Capital
New Mexico
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
126
Great Valley Advisor Group
Delaware
$1.74M +$21.9K +195 +1%
TFF
127
The Family Firm
Maryland
$1.74M +$189K +1,684 +12%
FA
128
Fiducient Advisors
Illinois
$1.69M – – –
IWA
129
Icon Wealth Advisors
Texas
$1.65M – – –
RBWA
130
RFG - Bristol Wealth Advisors
Massachusetts
$1.64M -$384K -3,421 -19%
OWA
131
One Wealth Advisors
California
$1.63M +$162K +1,443 +11%
CWM
132
Congress Wealth Management
Massachusetts
$1.62M +$181K +1,610 +13%
CGA
133
Crescent Grove Advisors
Illinois
$1.61M – – –
KWM
134
Keebeck Wealth Management
Illinois
$1.6M -$107K -954 -6%
IWC
135
Integrated Wealth Concepts
Massachusetts
$1.59M +$86.8K +773 +6%
DAS
136
Diversify Advisory Services
Utah
$1.58M +$26.7K +224 +2%
HAM
137
Harmony Asset Management
Arizona
$1.55M -$72K -641 -4%
CSIC
138
Clifford Swan Investment Counsel
California
$1.52M -$169K -1,500 -10%
CAM
139
Cresset Asset Management
Illinois
$1.48M – – –
NF
140
Nikulski Financial
Iowa
$1.46M -$474K -4,222 -25%
TSWM
141
Tyler-Stone Wealth Management
Ohio
$1.41M -$20.7K -184 -1%
UW
142
Unique Wealth
Florida
$1.4M +$245K +2,182 +21%
BFO
143
Boston Family Office
Massachusetts
$1.34M – – –
AC
144
Avestar Capital
New York
$1.33M -$55K -490 -4%
AIC
145
Ayalon Insurance Company
Israel
$1.33M – – –
PCIG
146
Partners Capital Investment Group
Massachusetts
$1.31M +$1.31M +11,626 New
BPA
147
Beacon Pointe Advisors
California
$1.28M +$19K +169 +2%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$1.26M -$37.7K -336 -3%
CWM
149
Copia Wealth Management
Oregon
$1.24M -$122K -1,082 -9%
AI
150
Atria Investments
North Carolina
$1.24M -$130K -1,161 -10%
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