IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

274 hedge funds and large institutions have $2.13B invested in iShares Expanded Tech Sector ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
77
Reduced
90
Closed
36
Calls
$2.36M
Puts
$1.62M
Net Calls
+$743K
Net Calls Change
-$3.68M

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$138M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.5M
3
RJA
Raymond James & Associates
Florida
$179M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$60.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$190M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.67M
2
Bank of America
Bank of America
North Carolina
$283M
3
UBS Group
UBS Group
Switzerland
$22.1M
4
GAG
GM Advisory Group
New York
$3.8M
5
KNW
Kesler Norman & Wride
Utah
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMD
176
Cypress Capital Management (Delaware)
Delaware
$265K – – –
PFP
177
Paragon Financial Partners
California
$263K -$211K -4,308 -45%
LNC
178
Lincoln National Corp
Pennsylvania
$261K – – –
SVWAG
179
Sound View Wealth Advisors Group
Georgia
$260K – – –
AT
180
American Trust
Kentucky
$256K +$40K +816 +19%
Franklin Resources
181
Franklin Resources
California
$255K -$67.6K -1,380 -21%
OC
182
Oppenheimer & Co
New York
$252K -$43.5K -888 -15%
4WM
183
4J Wealth Management
Virginia
$248K -$15.6K -318 -6%
OCM
184
Orleans Capital Management
Louisiana
$236K – – –
PIMG
185
Patriot Investment Management Group
Tennessee
$236K – – –
RF
186
Rollins Financial
Georgia
$233K -$57.3K -1,170 -20%
PCA
187
Personal Capital Advisors
California
$227K – – –
CMS
188
Capital Market Strategies
Florida
$222K – – –
KIA
189
KCM Investment Advisors
California
$219K – – –
HNB
190
Huntington National Bank
Ohio
$218K -$288K – –
AWM
191
Aries Wealth Management
Maine
$216K +$216K +4,410 New
PA
192
Parallel Advisors
California
$215K – – –
PG
193
Patten Group
Tennessee
$213K – – –
SWA
194
SOA Wealth Advisors
New York
$211K +$52.5K +1,074 +33%
VVP
195
Venture Visionary Partners
Ohio
$210K – – –
ATC
196
Argent Trust Co
Tennessee
$210K -$39.8K -810 -16%
MCM
197
Manchester Capital Management
Vermont
$208K – – –
BMC
198
Beaton Management Company
Massachusetts
$206K – – –
BONH
199
Bank of New Hampshire
New Hampshire
$206K – – –
VA
200
Valmark Advisers
Ohio
$205K -$28K -570 -12%
6 7
8
9 10