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iShares Expanded Tech Sector ETF
IGM

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,036% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $889K

782.55% more ownership

Funds ownership: 260.57% → 1,043.12% (+783%)

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

10% more funds holding

Funds holding: 241 → 264 (+23)

6% more capital invested

Capital invested by funds: $1.4B → $1.48B (+$86.3M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.6%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$4.46B
2
GAG
GM Advisory Group
New York
+$44.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.77M
5
HB
Homrich & Berg
Georgia
+$1.58M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
-$43.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.1M
3
SCA
Stuart Chaussee & Associates
California
-$26M
4
SFS
Strategic Financial Services
New York
-$7.56M
5
EH
Equitable Holdings
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
176
Manchester Capital Management
Vermont
$334K -$117K -1,830 -27%
Chevy Chase Trust
177
Chevy Chase Trust
Maryland
$333K +$315K +4,950 New
Comerica Bank
178
Comerica Bank
Texas
$328K +$306K +4,806 New
HVIA
179
Hudson Valley Investment Advisors
New York
$327K – – –
OCM
180
Orleans Capital Management
Louisiana
$324K – – –
PIMG
181
Patriot Investment Management Group
Tennessee
$324K – – –
PG
182
Patten Group
Tennessee
$318K – – –
VA
183
Valmark Advisers
Ohio
$318K +$18K +282 +6%
PWM
184
PRW Wealth Management
Massachusetts
$318K +$301K +4,728 New
LNC
185
Lincoln National Corp
Pennsylvania
$310K +$7.64K +120 +3%
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$310K +$293K +4,608 New
CFG
187
Citizens Financial Group
Rhode Island
$308K +$292K +4,578 New
AWM
188
Aries Wealth Management
Maine
$297K – – –
PA
189
Parallel Advisors
California
$296K – – –
TFM
190
TFC Financial Management
Massachusetts
$293K -$117K -1,830 -30%
VVP
191
Venture Visionary Partners
Ohio
$288K – – –
ACM
192
Advisors Capital Management
New Jersey
$284K – – –
BMC
193
Beaton Management Company
Massachusetts
$283K – – –
KIA
194
KCM Investment Advisors
California
$281K -$3.82K -60 -1%
CG
195
Caprock Group
Idaho
$275K -$6.11K -96 -2%
EIA
196
Eastover Investment Advisors
North Carolina
$273K -$20.6K -324 -7%
CWA
197
Clarus Wealth Advisors
Arizona
$270K -$38.6K -606 -13%
AP
198
Appleton Partners
Massachusetts
$263K -$43.9K -690 -15%
MAFM
199
Mid Atlantic Financial Management
Pennsylvania
$258K +$244K +3,834 New
RDWM
200
Red Door Wealth Management
Tennessee
$247K -$4.2K -66 -2%
6 7
8
9 10

IGM Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2021, worth a combined $1.48B — up 6.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 14 closed out — a net gain of 26 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $4.46B. The largest seller was JGP Wealth Management, cutting an estimated $43.8M.

  • 264 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $4.46B added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2021 was JGP Wealth Management, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2021.