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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B 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, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
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
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
126
Summitry LLC
California
$1.17M +$1.17M +12,180 New
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.15M +$637K +6,657 +123%
BFO
128
Boston Family Office
Massachusetts
$1.14M – – –
BFG
129
Bleakley Financial Group
New Jersey
$1.14M +$1.14M +11,898 New
AIC
130
Ayalon Insurance Company
Israel
$1.14M – – –
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$1.08M -$137K -1,428 -11%
US Bancorp
132
US Bancorp
Minnesota
$1.08M +$42.1K +439 +4%
AG
133
AlTi Global
New York
$1.04M +$192 +2 +0%
WP
134
WealthShield Partners
North Carolina
$1.04M +$1.04M +10,800 New
AI
135
Atria Investments
North Carolina
$1.03M -$543K -5,660 -35%
SWP
136
Stratos Wealth Partners
Ohio
$981K +$288K +3,002 +42%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$960K -$2.4K -25 -0.2%
KAH
138
Kathryn A. Hall
$958K – – –
EAM
139
Empirical Asset Management
Massachusetts
$945K – – –
CGL
140
Clarius Group LLC
Washington
$938K – – –
MMA
141
Miracle Mile Advisors
California
$936K – – –
Comerica Bank
142
Comerica Bank
Texas
$936K +$96.5K +1,006 +11%
HBW
143
Hazlett, Burt & Watson
West Virginia
$933K +$9.79K +102 +1%
RWB
144
RMR Wealth Builders
New Jersey
$922K -$5.37K -56 -0.6%
Jane Street
145
Jane Street
New York
$921K +$426K +4,442 +86%
SW
146
SteelPeak Wealth
California
$910K -$12.7M -132,669 -93%
CWA
147
Capital Wealth Alliance
Arizona
$908K -$178K -1,858 -16%
GFPC
148
Global Financial Private Client
Florida
$902K +$672 +7 +0.1%
OWA
149
One Wealth Advisors
California
$896K -$74.5K -777 -8%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$893K – – –
4 5
6
7 8