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iShares Expanded Tech Sector ETF
IGM

420 hedge funds and large institutions have $2.47B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $662K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

1% more funds holding

Funds holding: 415 → 420 (+5)

0.22% more ownership

Funds ownership: 47.2% → 47.42% (+0.22%)

9% less capital invested

Capital invested by funds: $2.72B → $2.47B (-$255M)

Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
5.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
45
Increased
135
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$25M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
+$22.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$12.6M
5
SWP
Sagespring Wealth Partners
Tennessee
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
-$37.7M
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$13.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$10.3M
5
Morgan Stanley
Morgan Stanley
New York
-$7.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
126
Keebeck Wealth Management
Illinois
$1.38M +$176K +1,744 +13%
FA
127
Fiducient Advisors
Illinois
$1.37M – – –
CSIC
128
Clifford Swan Investment Counsel
California
$1.36M – – –
IWA
129
Icon Wealth Advisors
Texas
$1.33M – – –
HAM
130
Harmony Asset Management
Arizona
$1.31M +$23.9K +237 +2%
HH
131
Hilltop Holdings
Texas
$1.31M +$131K +1,293 +10%
CGA
132
Crescent Grove Advisors
Illinois
$1.3M – – –
TFF
133
The Family Firm
Maryland
$1.25M +$161K +1,596 +13%
IWC
134
Integrated Wealth Concepts
Massachusetts
$1.22M +$770K +7,628 +132%
DAS
135
Diversify Advisory Services
Utah
$1.21M -$200K -1,978 -13%
CAM
136
Cresset Asset Management
Illinois
$1.19M – – –
OWA
137
One Wealth Advisors
California
$1.19M +$385K +3,813 +41%
CWM
138
Congress Wealth Management
Massachusetts
$1.16M -$1.62K -16 -0.1%
TSWM
139
Tyler-Stone Wealth Management
Ohio
$1.16M -$481K -4,763 -27%
AC
140
Avestar Capital
New York
$1.12M -$290K -2,868 -19%
AI
141
Atria Investments
North Carolina
$1.11M +$11.2K +111 +0.9%
CWM
142
Copia Wealth Management
Oregon
$1.1M +$42.8K +424 +4%
BFO
143
Boston Family Office
Massachusetts
$1.08M – – –
AIC
144
Ayalon Insurance Company
Israel
$1.07M – – –
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$1.06M +$525K +5,198 +80%
ATPW
146
Ashton Thomas Private Wealth
Arizona
$1.05M +$737K +7,295 +171%
BPA
147
Beacon Pointe Advisors
California
$1.02M +$16.6K +164 +1%
CIAS
148
CFS Investment Advisory Services
New Jersey
$1M +$826K +8,174 +283%
WC
149
Westwind Capital
New Mexico
$998K +$23.2K +230 +2%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$981K – – –
4 5
6
7 8

IGM Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2025, worth a combined $2.47B — down 9.4% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGM positions and 35 closed out — a net gain of 10 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $25M. The largest seller was SteelPeak Wealth, cutting an estimated $37.7M.

  • 420 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $2.47B of iShares Expanded Tech Sector ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 45 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2025 and 35 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $25M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2025.