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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
$38.7M
2
LPL Financial
LPL Financial
California
$119M
3
AF
Allworth Financial
California
$27M
4
Morgan Stanley
Morgan Stanley
New York
$240M
5
IAA
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
EH
Equitable Holdings
New York
$189M
5
Cerity Partners
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
151
Clarius Group LLC
Washington
$998K – – –
MMA
152
Miracle Mile Advisors
California
$996K – – –
Comerica Bank
153
Comerica Bank
Texas
$993K -$3.17K -31 -0.3%
RWB
154
RMR Wealth Builders
New Jersey
$979K -$2.65K -26 -0.3%
OCM
155
Osterweis Capital Management
California
$966K -$1.33M – –
PCH
156
PGIM Custom Harvest
New Jersey
$955K +$30.7K +301 +3%
AG
157
AlTi Global
New York
$954K -$156K -1,532 -14%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$949K – – –
OWA
159
One Wealth Advisors
California
$946K -$6.94K -68 -0.7%
CAM
160
Creekmur Asset Management
Illinois
$927K +$204 +2 +0%
Citigroup
161
Citigroup
New York
$911K +$9.8K +96 +1%
BFS
162
Bradley Foster & Sargent
Connecticut
$891K – – –
CFP
163
Comprehensive Financial Planning
Pennsylvania
$854K +$854K +8,361 New
KA
164
Kearns & Associates
California
$840K – – –
WJA
165
Willis Johnson & Associates
Texas
$837K +$15.6K +153 +2%
KNW
166
Kesler Norman & Wride
Utah
$813K +$174K +1,700 +27%
WA
167
WealthTrust Axiom
Pennsylvania
$812K – – –
CWS
168
Cypress Wealth Services
California
$791K -$715 -7 -0.1%
CNBTD
169
Citizens National Bank Trust Department
Mississippi
$790K +$63.9K +626 +9%
KIM
170
Kane Investment Management
California
$776K +$776K +7,603 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$776K -$4.03M -39,458 -84%
EFG
172
Embree Financial Group
Illinois
$754K +$306 +3 +0%
TCM
173
Tandem Capital Management
New Jersey
$737K +$165K +1,620 +29%
BEI
174
Benjamin Edwards Inc
Missouri
$725K +$307 +3 +0%
MAM
175
Mystic Asset Management
Rhode Island
$725K -$3.06K -30 -0.4%
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7
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