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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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
Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.22%
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

1
Cerity Partners
Cerity Partners
New York
$72.7M
2
Citadel Advisors
Citadel Advisors
Florida
$13.1M
3
Morgan Stanley
Morgan Stanley
New York
$129M
4
GAG
GM Advisory Group
New York
$57.3M
5
UBS Group
UBS Group
Switzerland
$38.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.4M
2
Bank of America
Bank of America
North Carolina
$174M
3
SI
Stephens Inc
Arkansas
$8.59M
4
AS
Altshuler Shaham
Israel
$0
5
CA
Cetera Advisors
Colorado
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Concorde Asset Management
Michigan
$488K +$7.45K +102 +2%
BA
152
Bristlecone Advisors
Washington
$487K -$123K -1,680 -20%
SIAG
153
Safeguard Investment Advisory Group
California
$487K -$23.3K -318 -5%
GWM
154
Geneos Wealth Management
Colorado
$485K – – –
Franklin Resources
155
Franklin Resources
California
$482K -$4.39K -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 -$7.48K -102 -2%
BONH
162
Bank of New Hampshire
New Hampshire
$408K – – –
PBO
163
Peoples Bank (Ohio)
Ohio
$407K – – –
OCM
164
Osterweis Capital Management
California
$407K -$374K – –
TI
165
Trexquant Investment
Connecticut
$396K +$396K +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 +$390K +5,334 New
SVWAG
170
Sound View Wealth Advisors Group
Georgia
$387K +$439 +6 +0.1%
HNB
171
Huntington National Bank
Ohio
$382K -$161K – –
LWP
172
Legacy Wealth Planning
Nevada
$373K – – –
ACM
173
Advisors Capital Management
New Jersey
$372K +$55.8K +762 +18%
BFG
174
Bouchey Financial Group
New York
$371K – – –
KIA
175
KCM Investment Advisors
California
$371K – – –
5 6
7
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