We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$399K
OC
152
Oppenheimer & Co
New York
$396K +$394K +6,588 New
FNBOSM
153
First National Bank of South Miami
Florida
$390K
SAM
154
Sawgrass Asset Management
Florida
$375K
TFM
155
TFC Financial Management
Massachusetts
$372K -$53.8K -900 -13%
CAN
156
Cetera Advisor Networks
California
$363K -$27.3K -456 -7%
ORI
157
Oak Ridge Investments
Illinois
$363K +$361K +6,036 New
SSI
158
Scott & Selber Inc
Texas
$361K +$66K +1,104 +23%
SEP
159
Southland Equity Partners
Missouri
$352K -$30.5K -510 -8%
SJIM
160
St. Johns Investment Management
Florida
$351K -$8.97K -150 -3%
PBO
161
Peoples Bank (Ohio)
Ohio
$346K -$7.89K -132 -2%
GAG
162
GM Advisory Group
New York
$346K +$57.1K +954 +20%
4WM
163
4J Wealth Management
Virginia
$337K -$10.8K -180 -3%
OCM
164
Osterweis Capital Management
California
$335K
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$328K -$7.54K -126 -2%
CCMD
166
Cypress Capital Management (Delaware)
Delaware
$325K
BWA
167
BlueSky Wealth Advisors
North Carolina
$325K +$303K +5,070 New
SPC
168
Sigma Planning Corp
Michigan
$321K -$27.6K -462 -8%
LWP
169
Legacy Wealth Planning
Nevada
$306K
BFG
170
Bouchey Financial Group
New York
$305K
HVIA
171
Hudson Valley Investment Advisors
New York
$292K -$5.38K -90 -2%
CWA
172
Clarus Wealth Advisors
Arizona
$291K
OCM
173
Orleans Capital Management
Louisiana
$290K
PIMG
174
Patriot Investment Management Group
Tennessee
$290K
PG
175
Patten Group
Tennessee
$284K

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.