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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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
Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.24%
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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82.7M
2
LPL Financial
LPL Financial
California
$31.4M
3
Citadel Advisors
Citadel Advisors
Florida
$8.45M
4
SEIA
Signature Estate & Investment Advisors
California
$60.7M
5
AS
Altshuler Shaham
Israel
$4.22M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$14.8M
2
Bank of America
Bank of America
North Carolina
$154M
3
AWM
Apollon Wealth Management
South Carolina
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$871K
5
SFS
Strategic Financial Services
New York
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Provident Wealth Management
Tennessee
$578K -$3.46M -57,636 -86%
PWLP
127
Prio Wealth Limited Partnership
Massachusetts
$568K – – –
BF
128
Blankinship & Foster
California
$563K -$30.7K -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 -$22.7K -378 -4%
WA
135
WESPAC Advisors
California
$505K -$361K -6,000 -42%
CCA
136
Cadent Capital Advisors
Oklahoma
$502K -$299K -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 -$54.1K -900 -10%
WA
141
WealthTrust Axiom
Pennsylvania
$478K – – –
FSA
142
Fort Sheridan Advisors
Illinois
$465K +$57K +948 +14%
SIAG
143
Safeguard Investment Advisory Group
California
$464K -$7.93K -132 -2%
BG
144
Bollard Group
Massachusetts
$457K +$361 +6 +0.1%
NAMP
145
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$435K – – –
CAM
146
Concorde Asset Management
Michigan
$430K +$430K +7,146 New
GIM
147
Grassi Investment Management
California
$424K – – –
TCM
148
Tufton Capital Management
Maryland
$414K -$216K -3,600 -34%
CAS
149
Cascadia Advisory Services
Oregon
$413K +$413K +6,876 New
MCM
150
Manchester Capital Management
Vermont
$409K -$99.3K -1,650 -20%
4 5
6
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