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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
176
Orleans Capital Management
Louisiana
$316K – – –
Renaissance Technologies
177
Renaissance Technologies
New York
$314K +$314K +4,800 New
BF
178
Blankinship & Foster
California
$313K -$51.9K -792 -14%
4WM
179
4J Wealth Management
Virginia
$311K -$22.8K -348 -7%
SEP
180
Southland Equity Partners
Missouri
$301K +$22K +336 +8%
CMS
181
Capital Market Strategies
Florida
$297K +$297K +4,530 New
GA
182
Geller Advisors
New York
$296K -$419K -6,396 -59%
GRP
183
Global Retirement Partners
California
$294K – – –
RC
184
Roundview Capital
New Jersey
$293K – – –
SCA
185
Sandy Cove Advisors
Massachusetts
$292K +$292K +4,458 New
AWM
186
Aries Wealth Management
Maine
$289K – – –
PA
187
Parallel Advisors
California
$288K – – –
PFP
188
Paragon Financial Partners
California
$287K – – –
VVP
189
Venture Visionary Partners
Ohio
$281K – – –
MCM
190
Manchester Capital Management
Vermont
$278K – – –
BMC
191
Beaton Management Company
Massachusetts
$275K – – –
PG
192
Patten Group
Tennessee
$269K – – –
VA
193
Valmark Advisers
Ohio
$267K -$7.07K -108 -3%
OC
194
Oppenheimer & Co
New York
$266K +$8.25K +126 +3%
CL
195
Choreo LLC
Illinois
$264K – – –
HSWM
196
Hubbell Strickland Wealth Management
Louisiana
$257K +$12.6K +192 +5%
HFA
197
High Falls Advisors
New York
$255K – – –
KIG
198
Kennedy Investment Group
New Jersey
$253K – – –
RI
199
Rinkey Investments
California
$253K +$9.82K +150 +4%
SC
200
Seldon Capital
California
$248K -$248K -3,786 -50%
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