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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
151
Tyler-Stone Wealth Management
Ohio
$746K
P
152
&Partners
Tennessee
$731K +$679K +7,752 New
CWS
153
Cypress Wealth Services
California
$711K +$788 +9 +0.1%
KWM
154
Keebeck Wealth Management
Illinois
$710K +$2.89K +33 +0.4%
KNW
155
Kesler Norman & Wride
Utah
$706K -$10.1K -115 -2%
HH
156
Hilltop Holdings
Texas
$703K +$96.8K +1,105 +17%
RJT
157
Raymond James Trust
Florida
$700K +$143K +1,636 +28%
EFG
158
Embree Financial Group
Illinois
$695K +$175 +2 +0%
SWP
159
Stratos Wealth Partners
Ohio
$681K -$16.9K -193 -3%
MAM
160
Mystic Asset Management
Rhode Island
$673K +$18.8K +215 +3%
Lazard Asset Management
161
Lazard Asset Management
New York
$670K
BFEC
162
Benjamin F. Edwards & Company
Missouri
$669K +$175 +2 +0%
PWLP
163
Prio Wealth Limited Partnership
Massachusetts
$665K
NAMP
164
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$662K
SPIA
165
Steward Partners Investment Advisory
New York
$651K +$63.9K +730 +12%
RPCONE
166
Retirement Planning Company of New England
Rhode Island
$645K -$788 -9 -0.1%
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K +$46.2K +528 +9%
BA
168
Bristlecone Advisors
Washington
$632K
SVWAG
169
Sound View Wealth Advisors Group
Georgia
$630K +$2.28K +26 +0.4%
SF
170
Synovus Financial
Georgia
$617K -$88.3K -1,009 -13%
DADC
171
D.A. Davidson & Co
Montana
$613K -$13.1K -150 -2%
WLPWM
172
Walled Lake Planning & Wealth Management
Illinois
$612K +$49.9K +570 +10%
EWA
173
EP Wealth Advisors
California
$612K +$94.7K +1,081 +20%
BG
174
Bollard Group
Massachusetts
$603K +$175 +2 +0%
EB
175
Eastern Bank
Massachusetts
$595K -$12.3K -141 -2%

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.