iShares Expanded Tech Sector ETF
283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.
3% more call options, than puts
Call options by funds: $4.14M | Put options by funds: $4.03M
4% less capital invested
Capital invested by funds: $1.44B → $1.38B (-$56M)
2% less funds holding
Funds holding: 289 → 283 (-6)
8.09% less ownership
Funds ownership: 272.12% → 264.04% (-8.1%)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
31% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$54.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$8.86M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$8.66M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$67.9M |
| 2 |
EH
Equitable Holdings
New York
|
-$9.22M |
| 3 |
Goldman Sachs
New York
|
-$8.6M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$8.47M |
| 5 |
Morgan Stanley
New York
|
-$6.33M |
IGM Hedge Fund Activity: Q3 2023 in Review
283 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2023, worth a combined $1.38B — down 3.9% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IGM and 21 opened new positions — a net loss of 4 holders — while 90 trimmed existing stakes and 62 added.
The largest buyer was Bank of Montreal, adding an estimated $54.1M. The largest seller was Cerity Partners, cutting an estimated $67.9M.
- 283 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2023, down from 289 in Q2 2023.
- Funds reported $1.38B of iShares Expanded Tech Sector ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 21 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2023 and 25 closed out, a net change of -4 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q3 2023 was Bank of Montreal, an estimated $54.1M added.
- The largest iShares Expanded Tech Sector ETF seller in Q3 2023 was Cerity Partners, an estimated $67.9M sold.
Based on aggregated 13F filings for Q3 2023.