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iShares Expanded Tech Sector ETF

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
176
Personal Capital Advisors
California
$201K +$206K +4,302 New
VVP
177
Venture Visionary Partners
Ohio
$200K +$206K +4,290 New
MCM
178
Manchester Capital Management
Vermont
$198K
GRP
179
Global Retirement Partners
California
$189K +$194K +4,050 New
SC
180
Seldon Capital
California
$177K -$1.15M -24,000 -86%
GWM
181
Geneos Wealth Management
Colorado
$161K -$68.7K -1,434 -29%
HNB
182
Huntington National Bank
Ohio
$155K
TFM
183
TFC Financial Management
Massachusetts
$150K -$17.3K -360 -10%
BAAM
184
Baker Avenue Asset Management
California
$144K +$148K +3,090 New
MCC
185
Money Concepts Capital
Florida
$138K +$57.8K +1,206 +68%
BC
186
Burleson & Co
California
$137K
GFPC
187
Global Financial Private Client
Florida
$135K
CNBTD
188
Citizens National Bank Trust Department
Mississippi
$134K
NF
189
Norwood Financial
Pennsylvania
$129K -$25.6K -534 -16%
TFS
190
TrustCore Financial Services
Tennessee
$128K
BONH
191
Bank of New Hampshire
New Hampshire
$120K -$77.6K -1,620 -39%
PCA
192
Providence Capital Advisors
North Carolina
$116K -$18.4K -384 -13%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$94K +$288 +6 +0.3%
WT
194
Whittier Trust
California
$85.7K
USCWA
195
U.S. Capital Wealth Advisors
Texas
$73.9K +$75.9K +1,584 New
TWC
196
TD Waterhouse Canada
Ontario, Canada
$69.3K -$25.3K -528 -26%
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
$62.7K -$272K -5,682 -81%
KFS
198
Kelly Financial Services
Massachusetts
$62.2K
AA
199
Ancora Advisors
Ohio
$62K -$863 -18 -1%
BWP
200
Baldwin Wealth Partners
Massachusetts
$59.4K

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.