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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

338 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
NFC
3
Northeast Financial Consultants
Connecticut
$6.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.1M
5
LPL Financial
5
LPL Financial
California
$63.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$104M
3
EH
3
Equitable Holdings
New York
$181M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
176
St. Johns Investment Management
Florida
$493K – – –
TCM
177
Tufton Capital Management
Maryland
$491K – – –
BIA
178
Biondo Investment Advisors
Pennsylvania
$488K +$488K +5,660 New
BCM
179
Becker Capital Management
Oregon
$482K – – –
GIM
180
Grassi Investment Management
California
$479K -$86 -1 -0%
MC
181
Moors & Cabot
Massachusetts
$470K +$86 +1 +0%
EWA
182
EP Wealth Advisors
California
$466K -$6.21K -72 -1%
BSW
183
Buckingham Strategic Wealth
Missouri
$465K – – –
SI
184
Saxon Interests
Texas
$464K -$2.59K -30 -0.6%
EWM
185
Empirical Wealth Management
Washington
$440K – – –
BFG
186
Bouchey Financial Group
New York
$437K – – –
SAM
187
Sawgrass Asset Management
Florida
$437K – – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$430K -$9.83K -114 -2%
CB
189
Commerce Bank
Missouri
$426K -$103K -1,200 -20%
FCH
190
Freestone Capital Holdings
Washington
$425K – – –
SPC
191
Sigma Planning Corp
Michigan
$424K +$424K +4,921 New
SA
192
SpiderRock Advisors
Delaware
$422K +$422K +4,950 New
SIAG
193
Safeguard Investment Advisory Group
California
$420K -$689 -8 -0.2%
OCM
194
Orleans Capital Management
Louisiana
$415K +$86 +1 +0%
HVIA
195
Hudson Valley Investment Advisors
New York
$414K – – –
CNBTD
196
Citizens National Bank Trust Department
Mississippi
$401K +$236K +2,743 +143%
TCM
197
Tandem Capital Management
New Jersey
$398K +$398K +4,614 New
IWC
198
Integrated Wealth Concepts
Massachusetts
$395K -$14.7K -171 -4%
CMS
199
Capital Market Strategies
Florida
$390K – – –
GA
200
Geller Advisors
New York
$381K +$8.1K +94 +2%
6 7
8
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