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iShares Expanded Tech Sector ETF
IGM

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254 → 273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

0.33% more ownership

Funds ownership: 239.07% → 239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$83.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.5M
3
Morgan Stanley
Morgan Stanley
New York
+$8.01M
4
GAG
GM Advisory Group
New York
+$3.52M
5
UBS Group
UBS Group
Switzerland
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.8M
2
Bank of America
Bank of America
North Carolina
-$7.34M
3
AS
Altshuler Shaham
Israel
-$5.62M
4
SI
Stephens Inc
Arkansas
-$5.4M
5
CA
Cetera Advisors
Colorado
-$4.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
Concorde Asset Management
Michigan
$488K +$7.33K +102 +2%
BA
152
Bristlecone Advisors
Washington
$487K -$121K -1,680 -20%
SIAG
153
Safeguard Investment Advisory Group
California
$487K -$22.9K -318 -5%
GWM
154
Geneos Wealth Management
Colorado
$485K – – –
Franklin Resources
155
Franklin Resources
California
$482K -$4.31K -60 -0.9%
DAM
156
Derbend Asset Management
Georgia
$479K – – –
FNBOSM
157
First National Bank of South Miami
Florida
$474K – – –
ORI
158
Oak Ridge Investments
Illinois
$442K – – –
PCMC
159
Private Capital Management (Colorado)
Colorado
$439K – – –
SJIM
160
St. Johns Investment Management
Florida
$418K – – –
SPC
161
Sigma Planning Corp
Michigan
$412K -$7.33K -102 -2%
BONH
162
Bank of New Hampshire
New Hampshire
$408K – – –
OCM
163
Osterweis Capital Management
California
$407K – – –
PBO
164
Peoples Bank (Ohio)
Ohio
$407K – – –
TI
165
Trexquant Investment
Connecticut
$396K +$389K +5,418 New
ATC
166
Argent Trust Co
Tennessee
$395K – – –
CCMD
167
Cypress Capital Management (Delaware)
Delaware
$395K – – –
4WM
168
4J Wealth Management
Virginia
$394K – – –
Financial Engines Advisors
169
Financial Engines Advisors
California
$390K +$383K +5,334 New
SVWAG
170
Sound View Wealth Advisors Group
Georgia
$387K +$431 +6 +0.1%
HNB
171
Huntington National Bank
Ohio
$382K – – –
LWP
172
Legacy Wealth Planning
Nevada
$373K – – –
ACM
173
Advisors Capital Management
New Jersey
$372K +$54.8K +762 +18%
BFG
174
Bouchey Financial Group
New York
$371K – – –
KIA
175
KCM Investment Advisors
California
$371K – – –
5 6
7
8 9

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.