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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.6M
4
Mariner
Mariner
Kansas
$5.87M
5
SEIA
Signature Estate & Investment Advisors
California
$57.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.95M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.9M
4
RJA
Raymond James & Associates
Florida
$19M
5
Truist Financial
Truist Financial
North Carolina
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
126
Cypress Wealth Services
California
$363K +$363K +7,770 New
TSS
127
Two Sigma Securities
New York
$361K +$361K +7,728 New
RPCONE
128
Retirement Planning Company of New England
Rhode Island
$357K – – –
EB
129
Eastern Bank
Massachusetts
$352K – – –
SWP
130
Stratos Wealth Partners
Ohio
$349K -$2.24K -48 -0.6%
Lazard Asset Management
131
Lazard Asset Management
New York
$331K -$1.45M -31,206 -81%
TSWM
132
Tyler-Stone Wealth Management
Ohio
$330K +$561 +12 +0.2%
MAM
133
Mystic Asset Management
Rhode Island
$330K +$7K +150 +2%
PWLP
134
Prio Wealth Limited Partnership
Massachusetts
$329K – – –
NAMP
135
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$328K -$9.8K -210 -3%
GIM
136
Grassi Investment Management
California
$326K – – –
TCM
137
Tufton Capital Management
Maryland
$322K – – –
DADC
138
D.A. Davidson & Co
Montana
$315K – – –
BA
139
Bristlecone Advisors
Washington
$312K – – –
SIAG
140
Safeguard Investment Advisory Group
California
$306K +$280 +6 +0.1%
Brown Advisory
141
Brown Advisory
Maryland
$304K -$23K -492 -7%
BG
142
Bollard Group
Massachusetts
$297K +$559 +12 +0.2%
SS
143
Sunbelt Securities
Texas
$294K -$104K -2,220 -26%
CB
144
Commerce Bank
Missouri
$286K – – –
Northern Trust
145
Northern Trust
Illinois
$286K -$278K -5,958 -49%
CFGS
146
Concourse Financial Group Securities
Alabama
$282K -$14.8K -318 -5%
ORI
147
Oak Ridge Investments
Illinois
$282K – – –
PCA
148
Prosperity Capital Advisors
Ohio
$281K +$281K +6,030 New
MML Investors Services
149
MML Investors Services
Massachusetts
$280K -$1.96K -42 -0.7%
LNC
150
Lincoln National Corp
Pennsylvania
$276K +$56K +1,200 +25%
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6
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