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iShares Expanded Tech Sector ETF
IGM

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

159% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $5.84M

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

26% more capital invested

Capital invested by funds: $992M → $1.25B (+$253M)

19.74% more ownership

Funds ownership: 256.99% → 276.73% (+20%)

4% more funds holding

Funds holding: 251 → 261 (+10)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 89

Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.16%
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

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$112M
2
EWA
EP Wealth Advisors
California
+$23.7M
3
GAG
GM Advisory Group
New York
+$11.2M
4
Cerity Partners
Cerity Partners
New York
+$7.39M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.82M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$31.9M
2
EH
Equitable Holdings
New York
-$17.6M
3
Bank of America
Bank of America
North Carolina
-$16.5M
4
Morgan Stanley
Morgan Stanley
New York
-$5.05M
5
UBS Group
UBS Group
Switzerland
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
151
Private Capital Management (Colorado)
Colorado
$339K +$313K +6,000 New
Northern Trust
152
Northern Trust
Illinois
$335K -$10K -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 -$13.8K -264 -4%
SWA
157
SOA Wealth Advisors
New York
$325K +$14.4K +276 +5%
SJIM
158
St. Johns Investment Management
Florida
$323K – – –
MML Investors Services
159
MML Investors Services
Massachusetts
$320K -$17.2K -330 -6%
BF
160
Blankinship & Foster
California
$315K – – –
FCH
161
Freestone Capital Holdings
Washington
$309K – – –
SI
162
Saxon Interests
Texas
$308K -$313 -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 +$263K +5,034 New
HNB
167
Huntington National Bank
Ohio
$273K – – –
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 +$22.8K +438 +11%
PFP
173
Paragon Financial Partners
California
$247K -$36.3K -696 -14%
VVP
174
Venture Visionary Partners
Ohio
$243K – – –
WLPWM
175
Walled Lake Planning & Wealth Management
Illinois
$242K +$223K +4,272 New
5 6
7
8 9

IGM Hedge Fund Activity: Q1 2023 in Review

261 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2023, worth a combined $1.25B — up 26% from $992M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGM positions and 18 closed out — a net gain of 18 holders — while 54 added to existing stakes and 89 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $31.9M.

  • 261 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2023, up from 251 in Q4 2022.
  • Funds reported $1.25B of iShares Expanded Tech Sector ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 36 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2023 and 18 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2023 was Bank of Montreal, an estimated $112M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2023 was JP Morgan Chase, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2023.