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iShares Expanded Tech Sector ETF
IGM

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $5.84M

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

26% more capital invested

Capital invested by funds: $992M → $1.25B (+$253M)

19.74% more ownership

Funds ownership: 256.99% → 276.73% (+20%)

4% more funds holding

Funds holding: 251 → 261 (+10)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 89

Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$112M
2
EWA
EP Wealth Advisors
California
+$23.7M
3
GAG
GM Advisory Group
New York
+$11.2M
4
Cerity Partners
Cerity Partners
New York
+$7.39M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.82M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$31.9M
2
EH
Equitable Holdings
New York
-$17.6M
3
Bank of America
Bank of America
North Carolina
-$16.5M
4
Morgan Stanley
Morgan Stanley
New York
-$5.05M
5
UBS Group
UBS Group
Switzerland
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
176
Southland Equity Partners
Missouri
$241K +$222K +4,254 New
MCM
177
Manchester Capital Management
Vermont
$240K – – –
BMC
178
Beaton Management Company
Massachusetts
$238K +$219K +4,200 New
VA
179
Valmark Advisers
Ohio
$236K +$218K +4,182 New
PG
180
Patten Group
Tennessee
$232K +$214K +4,110 New
PIMG
181
Patriot Investment Management Group
Tennessee
$232K -$6.26K -120 -3%
CL
182
Choreo LLC
Illinois
$228K +$210K +4,032 New
OC
183
Oppenheimer & Co
New York
$223K -$49.4K -948 -19%
HFA
184
High Falls Advisors
New York
$221K +$203K +3,900 New
TSS
185
Two Sigma Securities
New York
$219K -$201K -3,858 -50%
KIG
186
Kennedy Investment Group
New Jersey
$219K -$41K -786 -17%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$215K +$128K +2,454 +183%
HSWM
188
Hubbell Strickland Wealth Management
Louisiana
$211K +$194K +3,726 New
RI
189
Rinkey Investments
California
$210K -$33.5K -642 -15%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$189K +3,630 New
PBO
191
Peoples Bank (Ohio)
Ohio
$205K +$189K +3,624 New
Franklin Resources
192
Franklin Resources
California
$204K -$83.5K -1,602 -31%
RDWM
193
Red Door Wealth Management
Tennessee
$202K +$186K +3,564 New
RF
194
Rollins Financial
Georgia
$201K +$186K +3,558 New
MFA
195
Mayflower Financial Advisors
Massachusetts
$201K +$185K +3,552 New
IC
196
IEQ Capital
California
$200K +$185K +3,540 New
GWM
197
Geneos Wealth Management
Colorado
$195K – – –
NF
198
Norwood Financial
Pennsylvania
$190K +$31.3K +600 +22%
TFM
199
TFC Financial Management
Massachusetts
$182K – – –
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K -$136K -2,610 -45%
6 7
8
9 10

IGM Hedge Fund Activity: Q1 2023 in Review

261 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2023, worth a combined $1.25B — up 26% from $992M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGM positions and 18 closed out — a net gain of 18 holders — while 54 added to existing stakes and 89 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $31.9M.

  • 261 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2023, up from 251 in Q4 2022.
  • Funds reported $1.25B of iShares Expanded Tech Sector ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 36 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2023 and 18 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2023 was Bank of Montreal, an estimated $112M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2023 was JP Morgan Chase, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2023.