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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$311K -$242K -4,590 -40%
Simplex Trading
152
Simplex Trading
Illinois
$311K +$356K +6,756 New
TI
153
Trexquant Investment
Connecticut
$310K +$138K +2,628 +64%
BA
154
Bristlecone Advisors
Washington
$308K +$1.9K +36 +0.5%
MW
155
Marcum Wealth
Ohio
$307K -$368K -6,978 -51%
SIAG
156
Safeguard Investment Advisory Group
California
$301K -$6.32K -120 -2%
BF
157
Blankinship & Foster
California
$300K
FNBOSM
158
First National Bank of South Miami
Florida
$298K
CAM
159
Concorde Asset Management
Michigan
$297K +$316 +6 +0.1%
Prudential Financial
160
Prudential Financial
New Jersey
$296K +$334K +6,336 New
BG
161
Bollard Group
Massachusetts
$293K -$65.8K -1,248 -16%
CFGS
162
Concourse Financial Group Securities
Alabama
$293K +$10.1K +192 +3%
9WM
163
9258 Wealth Management
Ohio
$287K -$337K -6,390 -51%
CB
164
Commerce Bank
Missouri
$283K -$146K -2,778 -31%
MML Investors Services
165
MML Investors Services
Massachusetts
$278K -$73.7K -1,398 -19%
ORI
166
Oak Ridge Investments
Illinois
$278K
PCMC
167
Private Capital Management (Colorado)
Colorado
$276K
SA
168
Shilanski & Associates
Alaska
$276K +$316K +6,000 New
SAM
169
Sawgrass Asset Management
Florida
$275K
SVWAG
170
Sound View Wealth Advisors Group
Georgia
$271K +$31.6K +600 +11%
SI
171
Saxon Interests
Texas
$269K -$84.1K -1,596 -23%
SWA
172
SOA Wealth Advisors
New York
$264K +$74.9K +1,422 +33%
SJIM
173
St. Johns Investment Management
Florida
$263K
HVIA
174
Hudson Valley Investment Advisors
New York
$250K
PFP
175
Paragon Financial Partners
California
$247K

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.