We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $5.84M

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

26% more capital invested

Capital invested by funds: $992M → $1.25B (+$253M)

19.74% more ownership

Funds ownership: 256.99% → 276.73% (+20%)

4% more funds holding

Funds holding: 251 → 261 (+10)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 89

Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$112M
2
EWA
EP Wealth Advisors
California
+$23.7M
3
GAG
GM Advisory Group
New York
+$11.2M
4
Cerity Partners
Cerity Partners
New York
+$7.39M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.82M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$31.9M
2
EH
Equitable Holdings
New York
-$17.6M
3
Bank of America
Bank of America
North Carolina
-$16.5M
4
Morgan Stanley
Morgan Stanley
New York
-$5.05M
5
UBS Group
UBS Group
Switzerland
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
126
Retirement Planning Company of New England
Rhode Island
$431K -$1.88K -36 -0.5%
SC
127
Seldon Capital
California
$428K +$197K +3,786 +100%
EB
128
Eastern Bank
Massachusetts
$427K – – –
SAG
129
SageView Advisory Group
California
$408K -$43.8K -840 -10%
Lazard Asset Management
130
Lazard Asset Management
New York
$402K – – –
PWLP
131
Prio Wealth Limited Partnership
Massachusetts
$399K – – –
NAMP
132
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$397K – – –
TCM
133
Tufton Capital Management
Maryland
$390K – – –
Brown Advisory
134
Brown Advisory
Maryland
$384K +$14.7K +282 +4%
MCC
135
Money Concepts Capital
Florida
$383K +$3.5M +67,020 +2,257%
DADC
136
D.A. Davidson & Co
Montana
$382K – – –
BA
137
Bristlecone Advisors
Washington
$379K – – –
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$376K -$313 -6 -0.1%
MAM
139
Mystic Asset Management
Rhode Island
$370K -$27.5K -528 -7%
GFPC
140
Global Financial Private Client
Florida
$368K +$189K +3,624 +126%
SIAG
141
Safeguard Investment Advisory Group
California
$367K -$3.44K -66 -1%
GIM
142
Grassi Investment Management
California
$365K -$28.2K -540 -8%
BG
143
Bollard Group
Massachusetts
$361K +$313 +6 +0.1%
RWB
144
RMR Wealth Builders
New Jersey
$356K +$328K +6,288 New
SWP
145
Stratos Wealth Partners
Ohio
$348K -$68.2K -1,308 -18%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$348K +$324K +6,204 New
CB
147
Commerce Bank
Missouri
$347K – – –
SS
148
Sunbelt Securities
Texas
$343K -$7.2K -138 -2%
ORI
149
Oak Ridge Investments
Illinois
$341K – – –
SPC
150
Sigma Planning Corp
Michigan
$341K -$181K -3,474 -37%
4 5
6
7 8

IGM Hedge Fund Activity: Q1 2023 in Review

261 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2023, worth a combined $1.25B — up 26% from $992M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGM positions and 18 closed out — a net gain of 18 holders — while 54 added to existing stakes and 89 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $31.9M.

  • 261 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2023, up from 251 in Q4 2022.
  • Funds reported $1.25B of iShares Expanded Tech Sector ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 36 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2023 and 18 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2023 was Bank of Montreal, an estimated $112M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2023 was JP Morgan Chase, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2023.