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iShares Expanded Tech Sector ETF

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

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
126
Cypress Wealth Services
California
$363K +$372K +7,770 New
TSS
127
Two Sigma Securities
New York
$361K +$370K +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 -$2.3K -48 -0.6%
Lazard Asset Management
131
Lazard Asset Management
New York
$331K -$1.5M -31,206 -81%
TSWM
132
Tyler-Stone Wealth Management
Ohio
$330K +$575 +12 +0.2%
MAM
133
Mystic Asset Management
Rhode Island
$330K +$7.19K +150 +2%
PWLP
134
Prio Wealth Limited Partnership
Massachusetts
$329K
NAMP
135
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$328K -$10.1K -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 +$288 +6 +0.1%
Brown Advisory
141
Brown Advisory
Maryland
$304K -$23.6K -492 -7%
BG
142
Bollard Group
Massachusetts
$297K +$575 +12 +0.2%
SS
143
Sunbelt Securities
Texas
$294K -$106K -2,220 -26%
CB
144
Commerce Bank
Missouri
$286K
Northern Trust
145
Northern Trust
Illinois
$286K -$285K -5,958 -49%
CFGS
146
Concourse Financial Group Securities
Alabama
$282K -$15.2K -318 -5%
ORI
147
Oak Ridge Investments
Illinois
$282K
PCA
148
Prosperity Capital Advisors
Ohio
$281K +$289K +6,030 New
MML Investors Services
149
MML Investors Services
Massachusetts
$280K -$2.01K -42 -0.7%
LNC
150
Lincoln National Corp
Pennsylvania
$276K +$57.5K +1,200 +25%

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.