IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$123M
2
GAG
2
GM Advisory Group
New York
$15.1M
3
Cerity Partners
3
Cerity Partners
New York
$67.5M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.21M
5
EWA
5
EP Wealth Advisors
California
$3.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.6M
2
EH
2
Equitable Holdings
New York
$139M
3
Bank of America
3
Bank of America
North Carolina
$135M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.5M
5
UBS Group
5
UBS Group
Switzerland
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
151
Private Capital Management (Colorado)
Colorado
$339K +$339K +6,000 New
Northern Trust
152
Northern Trust
Illinois
$335K -$10.9K -192 -3%
LNC
153
Lincoln National Corp
Pennsylvania
$334K – – –
SAM
154
Sawgrass Asset Management
Florida
$330K – – –
FNBOSM
155
First National Bank of South Miami
Florida
$329K – – –
CFGS
156
Concourse Financial Group Securities
Alabama
$327K -$14.9K -264 -4%
SWA
157
SOA Wealth Advisors
New York
$325K +$15.6K +276 +5%
SJIM
158
St. Johns Investment Management
Florida
$323K – – –
MML Investors Services
159
MML Investors Services
Massachusetts
$320K -$18.7K -330 -6%
BF
160
Blankinship & Foster
California
$315K – – –
FCH
161
Freestone Capital Holdings
Washington
$309K – – –
SI
162
Saxon Interests
Texas
$308K -$339 -6 -0.1%
HVIA
163
Hudson Valley Investment Advisors
New York
$307K – – –
4WM
164
4J Wealth Management
Virginia
$288K – – –
BFG
165
Bouchey Financial Group
New York
$286K – – –
TI
166
Trexquant Investment
Connecticut
$285K +$285K +5,034 New
HNB
167
Huntington National Bank
Ohio
$273K -$155K – –
OCM
168
Orleans Capital Management
Louisiana
$273K – – –
RC
169
Roundview Capital
New Jersey
$253K – – –
AWM
170
Aries Wealth Management
Maine
$249K – – –
PA
171
Parallel Advisors
California
$248K – – –
GRP
172
Global Retirement Partners
California
$248K +$24.2K +438 +11%
PFP
173
Paragon Financial Partners
California
$247K -$39.4K -696 -14%
VVP
174
Venture Visionary Partners
Ohio
$243K – – –
WLPWM
175
Walled Lake Planning & Wealth Management
Illinois
$242K +$242K +4,272 New
5 6
7
8 9