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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Cerity Partners
Cerity Partners
New York
$79.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
5
SW
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
AE Wealth Management
Kansas
$11.3M
4
MWM
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
126
Horizon Bancorp
Indiana
$695K +$103K +1,374 +17%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$694K – – –
RG
128
Rathbones Group
United Kingdom
$686K – – –
RWB
129
RMR Wealth Builders
New Jersey
$684K -$48.9K -654 -7%
AG
130
AlTi Global
New York
$672K +$672K +8,994 New
SF
131
Synovus Financial
Georgia
$666K – – –
GFPC
132
Global Financial Private Client
Florida
$665K +$136K +1,824 +26%
RPCONE
133
Retirement Planning Company of New England
Rhode Island
$663K +$3.59K +48 +0.5%
MML Investors Services
134
MML Investors Services
Massachusetts
$663K +$137K +1,836 +26%
WJA
135
Willis Johnson & Associates
Texas
$662K -$30.5K -408 -4%
BFS
136
Bradley Foster & Sargent
Connecticut
$661K – – –
US Bancorp
137
US Bancorp
Minnesota
$659K -$67.2K -900 -9%
KA
138
Kearns & Associates
California
$614K – – –
WA
139
WealthTrust Axiom
Pennsylvania
$594K – – –
SWP
140
Stratos Wealth Partners
Ohio
$583K +$48.9K +654 +9%
TSWM
141
Tyler-Stone Wealth Management
Ohio
$579K +$896 +12 +0.2%
KWM
142
Keebeck Wealth Management
Illinois
$579K -$16.6K -222 -3%
SAG
143
SageView Advisory Group
California
$570K +$480 +6 +0.1%
OWA
144
One Wealth Advisors
California
$565K -$11.7K -156 -2%
CWS
145
Cypress Wealth Services
California
$563K +$10.8K +144 +2%
EFG
146
Embree Financial Group
Illinois
$550K +$550K +7,368 New
IFA
147
Interactive Financial Advisors
Illinois
$541K -$260K -12,972 -32%
Lazard Asset Management
148
Lazard Asset Management
New York
$531K – – –
SPIA
149
Steward Partners Investment Advisory
New York
$528K -$346K -4,638 -40%
EB
150
Eastern Bank
Massachusetts
$528K -$35.4K -474 -6%
4 5
6
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