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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.24%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82.7M
2
LPL Financial
LPL Financial
California
$31.4M
3
Citadel Advisors
Citadel Advisors
Florida
$8.45M
4
SEIA
Signature Estate & Investment Advisors
California
$60.7M
5
AS
Altshuler Shaham
Israel
$4.22M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$14.8M
2
Bank of America
Bank of America
North Carolina
$154M
3
AWM
Apollon Wealth Management
South Carolina
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$871K
5
SFS
Strategic Financial Services
New York
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Aries Wealth Management
Maine
$281K – – –
GVAG
177
Great Valley Advisor Group
Delaware
$278K -$9.74K -162 -3%
AP
178
Appleton Partners
Massachusetts
$277K -$10.8K -180 -4%
AAS
179
Avantax Advisory Services
Texas
$277K +$18.8K +312 +7%
LNC
180
Lincoln National Corp
Pennsylvania
$269K – – –
GCP
181
GSA Capital Partners
United Kingdom
$268K +$2.88K +48 +1%
VA
182
Valmark Advisers
Ohio
$267K -$848K -14,100 -76%
PA
183
Parallel Advisors
California
$264K – – –
EIA
184
Eastover Investment Advisors
North Carolina
$263K -$66K -1,098 -20%
VVP
185
Venture Visionary Partners
Ohio
$258K – – –
KIA
186
KCM Investment Advisors
California
$255K -$9.75K -162 -4%
BMC
187
Beaton Management Company
Massachusetts
$253K – – –
ACM
188
Advisors Capital Management
New Jersey
$253K +$19.8K +330 +9%
CG
189
Caprock Group
Idaho
$251K -$233K -3,876 -48%
RDWM
190
Red Door Wealth Management
Tennessee
$225K -$34.3K -570 -13%
PBF
191
Petix & Botte Financial
California
$214K – – –
IC
192
IEQ Capital
California
$213K +$213K +3,540 New
EVM
193
Eaton Vance Management
Massachusetts
$212K – – –
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$207K +$207K +3,450 New
GFPC
195
Global Financial Private Client
Florida
$178K – – –
SBSB
196
Sullivan, Bruyette, Speros & Blaney
Virginia
$171K +$171K +2,838 New
AWA
197
Arkadios Wealth Advisors
Georgia
$137K – – –
ACM
198
Allred Capital Management
Texas
$135K +$135K +2,256 New
AA
199
Ancora Advisors
Ohio
$102K +$48.8K +810 +92%
AF
200
Advisornet Financial
Minnesota
$95K – – –
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8
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