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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
$38.7M
2
LPL Financial
LPL Financial
California
$119M
3
AF
Allworth Financial
California
$27M
4
Morgan Stanley
Morgan Stanley
New York
$240M
5
IAA
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
EH
Equitable Holdings
New York
$189M
5
Cerity Partners
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
126
Harmony Asset Management
Arizona
$1.45M -$705K -6,904 -33%
CFGS
127
Concourse Financial Group Securities
Alabama
$1.42M +$429K +4,012 +44%
KWM
128
Keebeck Wealth Management
Illinois
$1.37M +$10.7K +105 +0.8%
SPIA
129
Steward Partners Investment Advisory
New York
$1.37M +$697K +6,829 +104%
CAM
130
Cresset Asset Management
Illinois
$1.34M -$1.13M -11,085 -46%
HH
131
Hilltop Holdings
Texas
$1.34M +$30.3K +297 +2%
Renaissance Technologies
132
Renaissance Technologies
New York
$1.34M +$1.11M +10,900 +495%
CWM
133
Congress Wealth Management
Massachusetts
$1.31M -$3.78K -37 -0.3%
Northern Trust
134
Northern Trust
Illinois
$1.31M -$17.6K -172 -1%
BFG
135
Bleakley Financial Group
New Jersey
$1.25M +$36.2K +355 +3%
TFF
136
The Family Firm
Maryland
$1.25M -$20.5K -201 -2%
AI
137
Atria Investments
North Carolina
$1.24M +$141K +1,382 +13%
BFO
138
Boston Family Office
Massachusetts
$1.22M – – –
AIC
139
Ayalon Insurance Company
Israel
$1.21M – – –
CWM
140
Copia Wealth Management
Oregon
$1.2M +$1.2M +11,710 New
SWP
141
Sagespring Wealth Partners
Tennessee
$1.13M +$1.13M +11,091 New
CWA
142
Capital Wealth Alliance
Arizona
$1.13M +$162K +1,582 +17%
BPA
143
Beacon Pointe Advisors
California
$1.13M +$1.13M +11,042 New
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$1.1M +$1.1M +10,811 New
WC
145
Westwind Capital
New Mexico
$1.1M +$1.1M +10,776 New
GFPC
146
Global Financial Private Client
Florida
$1.09M +$135K +1,319 +14%
SWP
147
Stratos Wealth Partners
Ohio
$1.07M +$29.8K +292 +3%
HBW
148
Hazlett, Burt & Watson
West Virginia
$1.03M +$40.2K +393 +4%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$1.01M -$7.15K -70 -0.7%
EAM
150
Empirical Asset Management
Massachusetts
$1M – – –
4 5
6
7 8