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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
GAG
GM Advisory Group
New York
$47.8M
2
KFS
Kelly Financial Services
Massachusetts
$29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.38M
5
HB
Homrich & Berg
Georgia
$6.71M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
$443K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$58.7M
3
SCA
Stuart Chaussee & Associates
California
$18.8M
4
SFS
Strategic Financial Services
New York
$2.73M
5
EH
Equitable Holdings
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Murphy Capital Management
New Jersey
$628K – – –
FAIM
127
Financial Advocates Investment Management
Washington
$626K -$30.3K -450 -5%
BF
128
Blankinship & Foster
California
$619K -$10.9K -162 -2%
RG
129
Rathbones Group
United Kingdom
$618K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$614K -$1.2M -17,880 -66%
MA
131
MUFG Americas
New York
$600K +$529K +7,854 +748%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$578K -$1.62K -24 -0.3%
WA
133
WESPAC Advisors
California
$566K – – –
CCA
134
Cadent Capital Advisors
Oklahoma
$563K +$404 +6 +0.1%
BA
135
Bristlecone Advisors
Washington
$562K – – –
PWAG
136
Polaris Wealth Advisory Group
California
$556K – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$556K -$12.9K -192 -2%
IWA
138
IBEX Wealth Advisors
New Jersey
$547K +$547K +8,118 New
EB
139
Eastern Bank
Massachusetts
$545K – – –
WA
140
WealthTrust Axiom
Pennsylvania
$535K – – –
CG
141
Cutler Group
California
$525K +$525K +7,800 New
FSA
142
Fort Sheridan Advisors
Illinois
$521K – – –
BG
143
Bollard Group
Massachusetts
$512K – – –
NAMP
144
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$487K – – –
GWM
145
Geneos Wealth Management
Colorado
$478K -$54.3K -798 -10%
GIM
146
Grassi Investment Management
California
$475K – – –
SIAG
147
Safeguard Investment Advisory Group
California
$473K -$46.9K -696 -9%
OC
148
Oppenheimer & Co
New York
$470K +$26.3K +390 +6%
TCM
149
Tufton Capital Management
Maryland
$464K – – –
CAN
150
Cetera Advisor Networks
California
$451K +$45.3K +672 +11%
4 5
6
7 8