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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
176
Tyler-Stone Wealth Management
Ohio
$361K +$355K +4,938 New
WJA
177
Willis Johnson & Associates
Texas
$355K +$348K +4,848 New
OCM
178
Orleans Capital Management
Louisiana
$353K
PIMG
179
Patriot Investment Management Group
Tennessee
$352K -$431 -6 -0.1%
LNC
180
Lincoln National Corp
Pennsylvania
$352K
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$347K -$232K -3,234 -41%
GCP
182
GSA Capital Partners
United Kingdom
$343K -$84.1K -1,170 -20%
VA
183
Valmark Advisers
Ohio
$343K -$1.29K -18 -0.4%
CMS
184
Capital Market Strategies
Florida
$331K +$326K +4,530 New
AWM
185
Aries Wealth Management
Maine
$323K
PA
186
Parallel Advisors
California
$321K
SEP
187
Southland Equity Partners
Missouri
$317K -$84.5K -1,176 -21%
VVP
188
Venture Visionary Partners
Ohio
$313K
MCM
189
Manchester Capital Management
Vermont
$311K
PG
190
Patten Group
Tennessee
$307K -$21.6K -300 -7%
BMC
191
Beaton Management Company
Massachusetts
$307K
Comerica Bank
192
Comerica Bank
Texas
$302K +$2.59K +36 +0.7%
PGCM
193
Prescott Group Capital Management
Oklahoma
$300K -$43.1K -600 -13%
AP
194
Appleton Partners
Massachusetts
$277K -$2.16K -30 -0.8%
SSI
195
Scott & Selber Inc
Texas
$274K
WLPWM
196
Walled Lake Planning & Wealth Management
Illinois
$274K +$242K +3,366 +877%
RDWM
197
Red Door Wealth Management
Tennessee
$269K -$431 -6 -0.2%
PBF
198
Petix & Botte Financial
California
$261K -$256K -3,564 -50%
TFM
199
TFC Financial Management
Massachusetts
$261K -$56.1K -780 -18%
CG
200
Caprock Group
Idaho
$261K -$36.7K -510 -13%

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.