We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Sawgrass Asset Management
Florida
$272K -$6.33K -132 -2%
FNBOSM
152
First National Bank of South Miami
Florida
$272K -$31.6K -660 -10%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K -$118K -2,466 -30%
SJIM
154
St. Johns Investment Management
Florida
$267K
SI
155
Saxon Interests
Texas
$261K -$575 -12 -0.2%
BF
156
Blankinship & Foster
California
$260K -$45.4K -948 -15%
FCH
157
Freestone Capital Holdings
Washington
$255K +$262K +5,472 New
SWA
158
SOA Wealth Advisors
New York
$255K -$12.7K -264 -5%
HVIA
159
Hudson Valley Investment Advisors
New York
$253K
Franklin Resources
160
Franklin Resources
California
$243K -$6.04K -126 -2%
4WM
161
4J Wealth Management
Virginia
$238K +$1.44K +30 +0.6%
BFG
162
Bouchey Financial Group
New York
$237K
PFP
163
Paragon Financial Partners
California
$237K -$14.1K -294 -5%
SF
164
Synovus Financial
Georgia
$232K -$163K -3,408 -41%
OC
165
Oppenheimer & Co
New York
$228K
OCM
166
Orleans Capital Management
Louisiana
$225K
LCWP
167
Legacy Capital Wealth Partners
Arkansas
$223K +$229K +4,770 New
PIMG
168
Patriot Investment Management Group
Tennessee
$222K +$202K +4,224 New
KIG
169
Kennedy Investment Group
New Jersey
$217K +$223K +4,656 New
CMS
170
Capital Market Strategies
Florida
$211K
PAG
171
Private Advisor Group
New Jersey
$210K -$81.9K -1,710 -5%
RC
172
Roundview Capital
New Jersey
$209K +$215K +4,482 New
AWM
173
Aries Wealth Management
Maine
$206K
PA
174
Parallel Advisors
California
$205K
RI
175
Rinkey Investments
California
$203K

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.