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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$892K +$892K +9,300 New
CFGS
152
Concourse Financial Group Securities
Alabama
$885K +$99.2K +1,034 +13%
CAM
153
Creekmur Asset Management
Illinois
$871K +$480 +5 +0.1%
PCH
154
PGIM Custom Harvest
New Jersey
$868K +$493K +5,139 +131%
Citigroup
155
Citigroup
New York
$846K -$92.3K -962 -10%
BFS
156
Bradley Foster & Sargent
Connecticut
$837K -$11.6K -121 -1%
KA
157
Kearns & Associates
California
$789K – – –
WJA
158
Willis Johnson & Associates
Texas
$772K -$16.4K -171 -2%
WA
159
WealthTrust Axiom
Pennsylvania
$763K – – –
RJT
160
Raymond James Trust
Florida
$747K +$34.9K +364 +5%
CWS
161
Cypress Wealth Services
California
$744K +$20.7K +216 +3%
P
162
&Partners
Tennessee
$712K -$31.7K -330 -4%
EFG
163
Embree Financial Group
Illinois
$708K +$576 +6 +0.1%
MAM
164
Mystic Asset Management
Rhode Island
$684K – – –
CNBTD
165
Citizens National Bank Trust Department
Mississippi
$682K +$81.3K +847 +14%
Lazard Asset Management
166
Lazard Asset Management
New York
$682K – – –
BEI
167
Benjamin Edwards Inc
Missouri
$681K +$681K +7,094 New
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$676K – – –
NAMP
169
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$673K – – –
PJSIMP
170
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$18.6K +194 +3%
RPCONE
171
Retirement Planning Company of New England
Rhode Island
$656K -$672 -7 -0.1%
WLPWM
172
Walled Lake Planning & Wealth Management
Illinois
$647K +$24.1K +251 +4%
SVWAG
173
Sound View Wealth Advisors Group
Georgia
$643K +$1.25K +13 +0.2%
BA
174
Bristlecone Advisors
Washington
$642K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$630K -$32.1K -335 -5%
5 6
7
8 9