We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
38
Increased
125
Reduced
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
126
Summitry LLC
California
$1.17M +$1.13M +12,180 New
NPT
127
National Philanthropic Trust
Pennsylvania
$1.16M -$297K -3,209 -21%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$1.15M +$615K +6,657 +123%
BFO
129
Boston Family Office
Massachusetts
$1.14M
BFG
130
Bleakley Financial Group
New Jersey
$1.14M +$1.1M +11,898 New
AIC
131
Ayalon Insurance Company
Israel
$1.14M
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.08M -$132K -1,428 -11%
US Bancorp
133
US Bancorp
Minnesota
$1.08M +$40.6K +439 +4%
AG
134
AlTi Global
New York
$1.04M +$185 +2 +0%
WP
135
WealthShield Partners
North Carolina
$1.04M +$998K +10,800 New
AI
136
Atria Investments
North Carolina
$1.03M -$523K -5,660 -35%
SWP
137
Stratos Wealth Partners
Ohio
$981K +$277K +3,002 +42%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$960K -$2.31K -25 -0.2%
KAH
139
Kathryn A. Hall
$958K
EAM
140
Empirical Asset Management
Massachusetts
$945K
CGL
141
Clarius Group LLC
Washington
$938K
MMA
142
Miracle Mile Advisors
California
$936K
Comerica Bank
143
Comerica Bank
Texas
$936K +$93K +1,006 +11%
HBW
144
Hazlett, Burt & Watson
West Virginia
$933K +$9.43K +102 +1%
RWB
145
RMR Wealth Builders
New Jersey
$922K -$5.17K -56 -0.6%
Jane Street
146
Jane Street
New York
$921K +$411K +4,442 +86%
SW
147
SteelPeak Wealth
California
$910K -$12.3M -132,669 -93%
CWA
148
Capital Wealth Alliance
Arizona
$908K -$172K -1,858 -16%
GFPC
149
Global Financial Private Client
Florida
$902K +$647 +7 +0.1%
OWA
150
One Wealth Advisors
California
$896K -$71.8K -777 -8%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.