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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$246K +$6.64K +126 +2%
BFG
177
Bouchey Financial Group
New York
$234K +$267K +5,070 New
4WM
178
4J Wealth Management
Virginia
$233K
GL
179
Graypoint LLC
New York
$232K -$277K -5,250 -51%
OC
180
Oppenheimer & Co
New York
$225K -$13.3K -252 -5%
GWM
181
Geneos Wealth Management
Colorado
$224K -$92.3K -1,752 -26%
OCM
182
Orleans Capital Management
Louisiana
$222K
RI
183
Rinkey Investments
California
$217K -$49.6K -942 -18%
LNC
184
Lincoln National Corp
Pennsylvania
$217K -$32.3K -612 -11%
AWM
185
Aries Wealth Management
Maine
$212K
CMS
186
Capital Market Strategies
Florida
$209K
PA
187
Parallel Advisors
California
$202K
MCM
188
Manchester Capital Management
Vermont
$196K
BONH
189
Bank of New Hampshire
New Hampshire
$193K
HNB
190
Huntington National Bank
Ohio
$172K
TFM
191
TFC Financial Management
Massachusetts
$164K
NF
192
Norwood Financial
Pennsylvania
$152K
GFPC
193
Global Financial Private Client
Florida
$137K
BC
194
Burleson & Co
California
$135K
CNBTD
195
Citizens National Bank Trust Department
Mississippi
$132K -$17.4K -330 -10%
PCA
196
Providence Capital Advisors
North Carolina
$132K -$11.1K -210 -7%
TFS
197
TrustCore Financial Services
Tennessee
$127K
MA
198
Montag & Associates
Georgia
$116K +$126K +2,388 +1,809%
FF
199
FourThought Financial
Florida
$101K
BlackRock
200
BlackRock
New York
$97K

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.