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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

288 hedge funds and large institutions have $173B invested in iShares Expanded Tech Sector ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+15
Holders Change %
+5.49%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
50
Increased
76
Reduced
80
Closed
31
Calls
$7.55M
Puts
$3.12M
Net Calls
+$4.42M
Net Calls Change
-$4.76M

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$255M
2
Bank of America
Bank of America
North Carolina
$384M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$231M
4
RJA
Raymond James & Associates
Florida
$212M
5
Truist Financial
Truist Financial
North Carolina
$193M

Top Sellers

1
GAG
GM Advisory Group
New York
$10.8M
2
KFS
Kelly Financial Services
Massachusetts
$99.1K
3
Citadel Advisors
Citadel Advisors
Florida
$2.75M
4
PBCM
Point Break Capital Management
Florida
$0
5
PAI
Pittenger & Anderson Inc
Nebraska
$25K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
151
Derbend Asset Management
Georgia
$479K – – –
WJA
152
Willis Johnson & Associates
Texas
$479K +$165K +2,550 +53%
MAM
153
Mystic Asset Management
Rhode Island
$470K -$3.11K -48 -0.7%
AAS
154
Avantax Advisory Services
Texas
$469K -$6.22K -96 -1%
CAM
155
Concorde Asset Management
Michigan
$469K +$36.5K +564 +8%
CC
156
Cypress Capital
Tennessee
$469K +$469K +7,236 New
NAMP
157
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$468K – – –
SI
158
Saxon Interests
Texas
$464K +$464K +7,164 New
SF
159
Synovus Financial
Georgia
$462K – – –
BFS
160
Bradley Foster & Sargent
Connecticut
$459K +$459K +7,080 New
Brown Advisory
161
Brown Advisory
Maryland
$454K -$410K -6,330 -47%
GIM
162
Grassi Investment Management
California
$453K – – –
BF
163
Blankinship & Foster
California
$451K -$5.44K -84 -1%
TCM
164
Tufton Capital Management
Maryland
$446K – – –
TSWM
165
Tyler-Stone Wealth Management
Ohio
$444K +$124K +1,914 +39%
BA
166
Bristlecone Advisors
Washington
$431K – – –
SIAG
167
Safeguard Investment Advisory Group
California
$431K +$388 +6 +0.1%
GWM
168
Geneos Wealth Management
Colorado
$429K – – –
LWP
169
Legacy Wealth Planning
Nevada
$427K +$97.1K +1,500 +29%
Franklin Resources
170
Franklin Resources
California
$426K – – –
FNBOSM
171
First National Bank of South Miami
Florida
$420K – – –
Northern Trust
172
Northern Trust
Illinois
$413K +$201K +3,108 +95%
ACM
173
Advisors Capital Management
New Jersey
$400K +$71.1K +1,098 +22%
T
174
TCWP
Ohio
$392K +$392K +6,060 New
OC
175
Oppenheimer & Co
New York
$391K -$52.5K -810 -12%
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7
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