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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

367 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, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+29
Holders Change %
+8.58%
% of All Funds
5.34%
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
84
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$168M
2
Ameriprise
Ameriprise
Minnesota
$76M
3
Morgan Stanley
Morgan Stanley
New York
$185M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$40.3M
5
SW
SteelPeak Wealth
California
$13.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.2M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$0
4
EH
Equitable Holdings
New York
$189M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
151
&Partners
Tennessee
$731K +$731K +7,752 New
CWS
152
Cypress Wealth Services
California
$711K +$849 +9 +0.1%
KWM
153
Keebeck Wealth Management
Illinois
$710K +$3.11K +33 +0.4%
KNW
154
Kesler Norman & Wride
Utah
$706K -$10.8K -115 -2%
HH
155
Hilltop Holdings
Texas
$703K +$104K +1,105 +17%
RJT
156
Raymond James Trust
Florida
$700K +$154K +1,636 +28%
EFG
157
Embree Financial Group
Illinois
$695K +$189 +2 +0%
SWP
158
Stratos Wealth Partners
Ohio
$681K -$18.2K -193 -3%
MAM
159
Mystic Asset Management
Rhode Island
$673K +$20.3K +215 +3%
Lazard Asset Management
160
Lazard Asset Management
New York
$670K – – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$669K +$189 +2 +0%
PWLP
162
Prio Wealth Limited Partnership
Massachusetts
$665K – – –
NAMP
163
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$662K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$651K +$68.8K +730 +12%
RPCONE
165
Retirement Planning Company of New England
Rhode Island
$645K -$849 -9 -0.1%
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K +$49.8K +528 +9%
BA
167
Bristlecone Advisors
Washington
$632K – – –
SVWAG
168
Sound View Wealth Advisors Group
Georgia
$630K +$2.45K +26 +0.4%
SF
169
Synovus Financial
Georgia
$617K -$95.2K -1,009 -13%
DADC
170
D.A. Davidson & Co
Montana
$613K -$14.1K -150 -2%
WLPWM
171
Walled Lake Planning & Wealth Management
Illinois
$612K +$53.8K +570 +10%
EWA
172
EP Wealth Advisors
California
$612K +$102K +1,081 +20%
BG
173
Bollard Group
Massachusetts
$603K +$189 +2 +0%
EB
174
Eastern Bank
Massachusetts
$595K -$13.3K -141 -2%
CNBTD
175
Citizens National Bank Trust Department
Mississippi
$591K +$152K +1,607 +35%
5 6
7
8 9