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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Cetera Advisor Networks
California
$648K +$12.1K +168 +2%
KPW
127
Kore Private Wealth
New York
$641K
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641K -$8.63K -120 -1%
WA
129
WESPAC Advisors
California
$615K -$604K -8,400 -50%
CCA
130
Cadent Capital Advisors
Oklahoma
$612K +$431 +6 +0.1%
SS
131
Sunbelt Securities
Texas
$609K -$54.3K -756 -8%
RPCONE
132
Retirement Planning Company of New England
Rhode Island
$608K +$598K +8,316 New
PWAG
133
Polaris Wealth Advisory Group
California
$604K
MTWM
134
Masso Torrence Wealth Management
New Jersey
$603K +$592K +8,238 New
VAS
135
Vestmark Advisory Solutions
Massachusetts
$602K -$20.7K -288 -3%
IWA
136
IBEX Wealth Advisors
New Jersey
$602K -$3.02K -42 -0.5%
EB
137
Eastern Bank
Massachusetts
$583K
WA
138
WealthTrust Axiom
Pennsylvania
$581K
FAIM
139
Financial Advocates Investment Management
Washington
$576K -$87.1K -1,212 -13%
CA
140
Calton & Associates
Florida
$569K -$412K -5,736 -42%
BG
141
Bollard Group
Massachusetts
$556K
AAS
142
Avantax Advisory Services
Texas
$537K +$88.8K +1,236 +20%
MAM
143
Mystic Asset Management
Rhode Island
$534K +$525K +7,308 New
FSA
144
Fort Sheridan Advisors
Illinois
$531K
NAMP
145
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$529K
SF
146
Synovus Financial
Georgia
$523K +$6.47K +90 +1%
BF
147
Blankinship & Foster
California
$515K
GIM
148
Grassi Investment Management
California
$512K
TCM
149
Tufton Capital Management
Maryland
$504K
OC
150
Oppenheimer & Co
New York
$500K +$862 +12 +0.2%

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.