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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$893K
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
$892K +$859K +9,300 New
CFGS
153
Concourse Financial Group Securities
Alabama
$885K +$95.6K +1,034 +13%
CAM
154
Creekmur Asset Management
Illinois
$871K +$462 +5 +0.1%
PCH
155
PGIM Custom Harvest
New Jersey
$868K +$475K +5,139 +131%
Citigroup
156
Citigroup
New York
$846K -$88.9K -962 -10%
BFS
157
Bradley Foster & Sargent
Connecticut
$837K -$11.2K -121 -1%
KA
158
Kearns & Associates
California
$789K
WJA
159
Willis Johnson & Associates
Texas
$772K -$15.8K -171 -2%
WA
160
WealthTrust Axiom
Pennsylvania
$763K
RJT
161
Raymond James Trust
Florida
$747K +$33.6K +364 +5%
CWS
162
Cypress Wealth Services
California
$744K +$20K +216 +3%
P
163
&Partners
Tennessee
$712K -$30.5K -330 -4%
EFG
164
Embree Financial Group
Illinois
$708K +$554 +6 +0.1%
MAM
165
Mystic Asset Management
Rhode Island
$684K
CNBTD
166
Citizens National Bank Trust Department
Mississippi
$682K +$78.3K +847 +14%
Lazard Asset Management
167
Lazard Asset Management
New York
$682K
BEI
168
Benjamin Edwards Inc
Missouri
$681K +$656K +7,094 New
PWLP
169
Prio Wealth Limited Partnership
Massachusetts
$676K
NAMP
170
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$673K
PJSIMP
171
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$17.9K +194 +3%
RPCONE
172
Retirement Planning Company of New England
Rhode Island
$656K -$647 -7 -0.1%
WLPWM
173
Walled Lake Planning & Wealth Management
Illinois
$647K +$23.2K +251 +4%
SVWAG
174
Sound View Wealth Advisors Group
Georgia
$643K +$1.2K +13 +0.2%
BA
175
Bristlecone Advisors
Washington
$642K

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.