IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
126
Bradley Foster & Sargent
Connecticut
$579K – – –
CWS
127
Cypress Wealth Services
California
$554K -$4.91K -72 -0.9%
T
128
TCWP
Ohio
$545K +$10.2K +156 +2%
Simplex Trading
129
Simplex Trading
Illinois
$544K +$459K +7,020 +539%
KA
130
Kearns & Associates
California
$539K – – –
WA
131
WealthTrust Axiom
Pennsylvania
$521K – – –
EWA
132
EP Wealth Advisors
California
$518K -$36.6M -448,566 -99%
BCM
133
Becker Capital Management
Oregon
$511K – – –
CAN
134
Cetera Advisor Networks
California
$506K – – –
EB
135
Eastern Bank
Massachusetts
$494K – – –
RPCONE
136
Retirement Planning Company of New England
Rhode Island
$486K -$12.6K -192 -3%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$481K +$481K +7,350 New
SAG
138
SageView Advisory Group
California
$466K -$6.68K -102 -1%
Lazard Asset Management
139
Lazard Asset Management
New York
$465K – – –
GFPC
140
Global Financial Private Client
Florida
$463K +$37.3K +570 +9%
PWLP
141
Prio Wealth Limited Partnership
Massachusetts
$462K – – –
NAMP
142
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$460K – – –
DADC
143
D.A. Davidson & Co
Montana
$458K +$15.7K +240 +4%
Brown Advisory
144
Brown Advisory
Maryland
$445K – – –
BA
145
Bristlecone Advisors
Washington
$438K – – –
SVWAG
146
Sound View Wealth Advisors Group
Georgia
$435K +$393 +6 +0.1%
MAM
147
Mystic Asset Management
Rhode Island
$428K – – –
MML Investors Services
148
MML Investors Services
Massachusetts
$425K +$54.9K +840 +15%
SWP
149
Stratos Wealth Partners
Ohio
$423K +$19.6K +300 +5%
GIM
150
Grassi Investment Management
California
$423K – – –
4 5
6
7 8