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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.29%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.7M
2
BJ
2
Brouwer & Janachowski
California
$55.4M
3
AWM
3
Apollon Wealth Management
South Carolina
$11.6M
4
CTI
4
Community Trust & Investment
Kentucky
$6.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$5.98M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$13.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
Bank of America
5
Bank of America
North Carolina
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
176
Appleton Partners
Massachusetts
$279K – – –
PG
177
Patten Group
Tennessee
$276K – – –
CWA
178
Clarus Wealth Advisors
Arizona
$264K +$34.9K +600 +15%
LNC
179
Lincoln National Corp
Pennsylvania
$262K +$15.8K +270 +6%
KA
180
Kovack Advisors
Florida
$259K -$813K -13,920 -76%
AWM
181
Aries Wealth Management
Maine
$259K – – –
GCP
182
GSA Capital Partners
United Kingdom
$257K +$257K +4,416 New
KIA
183
KCM Investment Advisors
California
$256K – – –
PA
184
Parallel Advisors
California
$256K – – –
RDWM
185
Red Door Wealth Management
Tennessee
$251K – – –
VVP
186
Venture Visionary Partners
Ohio
$250K +$250K +4,290 New
AAS
187
Avantax Advisory Services
Texas
$249K -$434K -7,464 -64%
BMC
188
Beaton Management Company
Massachusetts
$245K – – –
RJT
189
Raymond James Trust
Florida
$233K -$8.73K -150 -4%
ACM
190
Advisors Capital Management
New Jersey
$226K +$226K +3,882 New
PBF
191
Petix & Botte Financial
California
$208K +$208K +3,564 New
EVM
192
Eaton Vance Management
Massachusetts
$205K +$205K +3,522 New
GFPC
193
Global Financial Private Client
Florida
$168K -$76.6K -1,314 -31%
AWA
194
Arkadios Wealth Advisors
Georgia
$133K +$133K +2,286 New
MPCG
195
Matrix Private Capital Group
New York
$122K -$22.7K -390 -16%
IA
196
IFP Advisors
Florida
$103K – – –
AF
197
Advisornet Financial
Minnesota
$92K – – –
HWA
198
Heritage Wealth Advisors
Virginia
$89K – – –
BWL
199
Bogart Wealth LLC
Virginia
$83K – – –
VCM
200
Vigilant Capital Management
Maine
$78K – – –
6 7
8
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