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iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Provident Wealth Management
Tennessee
$578K -$3.45M -57,636 -86%
PWLP
127
Prio Wealth Limited Partnership
Massachusetts
$568K
BF
128
Blankinship & Foster
California
$563K -$30.5K -510 -5%
MCM
129
Murphy Capital Management
New Jersey
$561K
RG
130
Rathbones Group
United Kingdom
$552K
MML Investors Services
131
MML Investors Services
Massachusetts
$542K -$11.5K -192 -2%
PWAG
132
Polaris Wealth Advisory Group
California
$530K
VAS
133
Vestmark Advisory Solutions
Massachusetts
$518K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$508K -$22.6K -378 -4%
WA
135
WESPAC Advisors
California
$505K -$359K -6,000 -42%
CCA
136
Cadent Capital Advisors
Oklahoma
$502K -$297K -4,968 -37%
BA
137
Bristlecone Advisors
Washington
$502K
ATC
138
Argent Trust Co
Tennessee
$500K
GWM
139
Geneos Wealth Management
Colorado
$499K
EB
140
Eastern Bank
Massachusetts
$487K -$53.8K -900 -10%
WA
141
WealthTrust Axiom
Pennsylvania
$478K
FSA
142
Fort Sheridan Advisors
Illinois
$465K +$56.7K +948 +14%
SIAG
143
Safeguard Investment Advisory Group
California
$464K -$7.89K -132 -2%
BG
144
Bollard Group
Massachusetts
$457K +$359 +6 +0.1%
NAMP
145
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$435K
CAM
146
Concorde Asset Management
Michigan
$430K +$427K +7,146 New
GIM
147
Grassi Investment Management
California
$424K
TCM
148
Tufton Capital Management
Maryland
$414K -$215K -3,600 -34%
CAS
149
Cascadia Advisory Services
Oregon
$413K +$411K +6,876 New
MCM
150
Manchester Capital Management
Vermont
$409K -$98.7K -1,650 -20%

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.