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iShares Expanded Tech Sector ETF
IGM

320 hedge funds and large institutions have $1.93B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48,800% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $3K

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

42.74% more ownership

Funds ownership: 264.04% → 306.77% (+43%)

39% more capital invested

Capital invested by funds: $1.38B → $1.93B (+$544M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

13% more funds holding

Funds holding: 283 → 320 (+37)

Holders
320
Holders Change
+37
Holders Change %
+13.07%
% of All Funds
4.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
56
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Cerity Partners
Cerity Partners
New York
+$61.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$26.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$24.7M
5
SW
SteelPeak Wealth
California
+$9.31M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$9.74M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.46M
3
AWM
AE Wealth Management
Kansas
-$4.84M
4
MWM
Meridian Wealth Management
Kentucky
-$4.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
EB
151
Eastern Bank
Massachusetts
$528K -$32.4K -474 -6%
PWLP
152
Prio Wealth Limited Partnership
Massachusetts
$527K – – –
NAMP
153
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$524K – – –
MAM
154
Mystic Asset Management
Rhode Island
$517K +$29.5K +432 +7%
Brown Advisory
155
Brown Advisory
Maryland
$505K -$2.05K -30 -0.4%
BA
156
Bristlecone Advisors
Washington
$500K – – –
SVWAG
157
Sound View Wealth Advisors Group
Georgia
$497K – – –
DADC
158
D.A. Davidson & Co
Montana
$489K – – –
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K -$20.5K -300 -5%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$479K +$1.23K +18 +0.3%
BG
161
Bollard Group
Massachusetts
$477K +$820 +12 +0.2%
Franklin Resources
162
Franklin Resources
California
$465K – – –
CFGS
163
Concourse Financial Group Securities
Alabama
$463K +$141K +2,058 +50%
CB
164
Commerce Bank
Missouri
$458K – – –
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$450K +$58.7K +858 +17%
JWCA
166
J.W. Cole Advisors
Florida
$449K +$411K +6,012 New
PCMC
167
Private Capital Management (Colorado)
Colorado
$448K – – –
Renaissance Technologies
168
Renaissance Technologies
New York
$448K +$82K +1,200 +25%
UCB
169
United Community Bank
South Carolina
$435K – – –
RJT
170
Raymond James Trust
Florida
$435K +$398K +5,820 New
SWA
171
SOA Wealth Advisors
New York
$430K +$410 +6 +0.1%
SJIM
172
St. Johns Investment Management
Florida
$427K – – –
TCM
173
Tufton Capital Management
Maryland
$426K – – –
BCM
174
Becker Capital Management
Oregon
$418K -$151K -2,202 -28%
GIM
175
Grassi Investment Management
California
$415K – – –
5 6
7
8 9

IGM Hedge Fund Activity: Q4 2023 in Review

320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2023, worth a combined $1.93B — up 39% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGM positions and 13 closed out — a net gain of 43 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was Wolverine Trading, exiting entirely with an estimated $9.74M sold.

  • 320 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $1.93B of iShares Expanded Tech Sector ETF stock for Q4 2023, up 39% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2023 and 13 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2023 was Wolverine Trading, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2023.