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iShares Expanded Tech Sector ETF

415 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 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
151
Clarius Group LLC
Washington
$998K
MMA
152
Miracle Mile Advisors
California
$996K
Comerica Bank
153
Comerica Bank
Texas
$993K -$3.12K -31 -0.3%
RWB
154
RMR Wealth Builders
New Jersey
$979K -$2.61K -26 -0.3%
OCM
155
Osterweis Capital Management
California
$966K
PCH
156
PGIM Custom Harvest
New Jersey
$955K +$30.3K +301 +3%
AG
157
AlTi Global
New York
$954K -$154K -1,532 -14%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$949K
OWA
159
One Wealth Advisors
California
$946K -$6.83K -68 -0.7%
CAM
160
Creekmur Asset Management
Illinois
$927K +$201 +2 +0%
BNMT
161
Bawa N Mallick Trust
New York
$919K +$905K +9,000 New
Citigroup
162
Citigroup
New York
$911K +$9.65K +96 +1%
BFS
163
Bradley Foster & Sargent
Connecticut
$891K
CFP
164
Comprehensive Financial Planning
Pennsylvania
$854K +$840K +8,361 New
KA
165
Kearns & Associates
California
$840K
WJA
166
Willis Johnson & Associates
Texas
$837K +$15.4K +153 +2%
KNW
167
Kesler Norman & Wride
Utah
$813K +$171K +1,700 +27%
WA
168
WealthTrust Axiom
Pennsylvania
$812K
CWS
169
Cypress Wealth Services
California
$791K -$704 -7 -0.1%
CNBTD
170
Citizens National Bank Trust Department
Mississippi
$790K +$62.9K +626 +9%
KIM
171
Kane Investment Management
California
$776K +$764K +7,603 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$776K -$3.97M -39,458 -84%
EFG
173
Embree Financial Group
Illinois
$754K +$302 +3 +0%
TCM
174
Tandem Capital Management
New Jersey
$737K +$163K +1,620 +29%
BEI
175
Benjamin Edwards Inc
Missouri
$725K +$302 +3 +0%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.