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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
176
Citizens National Bank Trust Department
Mississippi
$591K +$141K +1,607 +35%
CA
177
Clearstead Advisors
Ohio
$587K +$545K +6,222 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$583K +$105K +1,195 +24%
Franklin Resources
179
Franklin Resources
California
$578K -$8.76K -100 -2%
SS
180
Sunbelt Securities
Texas
$577K -$5.87K -67 -1%
JWCA
181
J.W. Cole Advisors
Florida
$567K
PCMC
182
Private Capital Management (Colorado)
Colorado
$566K
AWA
183
Arkadios Wealth Advisors
Georgia
$561K +$521K +5,946 New
UCB
184
United Community Bank
South Carolina
$549K
SWA
185
SOA Wealth Advisors
New York
$544K +$175 +2 +0%
SJIM
186
St. Johns Investment Management
Florida
$539K
TCM
187
Tufton Capital Management
Maryland
$538K
BCM
188
Becker Capital Management
Oregon
$528K
BIA
189
Biondo Investment Advisors
Pennsylvania
$522K -$10.5K -120 -2%
MC
190
Moors & Cabot
Massachusetts
$514K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$510K +$343K +3,920 +264%
BSW
192
Buckingham Strategic Wealth
Missouri
$509K
SI
193
Saxon Interests
Texas
$502K -$5.34K -61 -1%
TCM
194
Tandem Capital Management
New Jersey
$500K +$44.7K +510 +11%
Jane Street
195
Jane Street
New York
$486K -$222K -2,535 -33%
EWM
196
Empirical Wealth Management
Washington
$481K
SAM
197
Sawgrass Asset Management
Florida
$478K
BFG
198
Bouchey Financial Group
New York
$478K
FCH
199
Freestone Capital Holdings
Washington
$469K +$4.38K +50 +1%
SA
200
SpiderRock Advisors
Delaware
$467K

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.