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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$423K -$15.8K -300 -3%
RG
127
Rathbones Group
United Kingdom
$423K
ACM
128
Advisors Capital Management
New Jersey
$397K -$15.5K -294 -4%
SS
129
Sunbelt Securities
Texas
$393K +$632 +12 +0.1%
AT
130
American Trust
Kentucky
$393K +$175K +3,312 +63%
SF
131
Synovus Financial
Georgia
$385K +$4.11K +78 +0.9%
CAN
132
Cetera Advisor Networks
California
$383K -$3.79K -72 -0.9%
SC
133
Slow Capital
California
$381K -$15.8K -300 -3%
KA
134
Kearns & Associates
California
$379K -$26.6K -504 -6%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$378K
KPW
136
Kore Private Wealth
New York
$376K
WA
137
WealthTrust Axiom
Pennsylvania
$366K
MA
138
MUFG Americas
New York
$362K
RPCONE
139
Retirement Planning Company of New England
Rhode Island
$352K -$1.58K -30 -0.4%
EB
140
Eastern Bank
Massachusetts
$347K
SWP
141
Stratos Wealth Partners
Ohio
$346K -$223K -4,236 -36%
NAMP
142
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$333K
TSWM
143
Tyler-Stone Wealth Management
Ohio
$325K +$7.91K +150 +2%
LWP
144
Legacy Wealth Planning
Nevada
$325K +$23.7K +450 +7%
PWLP
145
Prio Wealth Limited Partnership
Massachusetts
$325K -$30K -570 -7%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$324K +$162K +3,072 +78%
Brown Advisory
147
Brown Advisory
Maryland
$323K
GIM
148
Grassi Investment Management
California
$322K
MAM
149
Mystic Asset Management
Rhode Island
$318K -$1.58K -30 -0.4%
TCM
150
Tufton Capital Management
Maryland
$317K

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.