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iShares Expanded Tech Sector ETF
IGM

382 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368 → 382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.46% less ownership

Funds ownership: 46.36% → 45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$39M
3
Morgan Stanley
Morgan Stanley
New York
+$14.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.14M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.1M
2
GAG
GM Advisory Group
New York
-$18M
3
SW
SteelPeak Wealth
California
-$12.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.53M
5
AC
Avestar Capital
New York
-$7.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$630K -$31K -335 -5%
SF
177
Synovus Financial
Georgia
$627K +$92 +1 +0%
DADC
178
D.A. Davidson & Co
Montana
$624K – – –
KIG
179
Kowal Investment Group
Wisconsin
$614K +$592K +6,404 New
BG
180
Bollard Group
Massachusetts
$614K +$462 +5 +0.1%
Franklin Resources
181
Franklin Resources
California
$608K – – –
KNW
182
Kesler Norman & Wride
Utah
$601K -$113K -1,222 -16%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$594K – – –
EB
184
Eastern Bank
Massachusetts
$593K -$12K -130 -2%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$585K +$312K +3,372 +134%
MC
186
Moors & Cabot
Massachusetts
$580K +$55.4K +600 +11%
JWCA
187
J.W. Cole Advisors
Florida
$577K – – –
AWA
188
Arkadios Wealth Advisors
Georgia
$576K +$5.45K +59 +1%
PCMC
189
Private Capital Management (Colorado)
Colorado
$576K – – –
SWA
190
SOA Wealth Advisors
New York
$553K +$554 +6 +0.1%
TCM
191
Tufton Capital Management
Maryland
$547K – – –
EWA
192
EP Wealth Advisors
California
$542K -$78.1K -845 -13%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$542K +$522K +5,645 New
TCM
194
Tandem Capital Management
New Jersey
$537K +$44K +476 +9%
BCM
195
Becker Capital Management
Oregon
$537K – – –
BIA
196
Biondo Investment Advisors
Pennsylvania
$534K +$2.31K +25 +0.5%
IWC
197
Integrated Wealth Concepts
Massachusetts
$531K +$94.4K +1,021 +23%
WWC
198
Waypoint Wealth Counsel
Georgia
$505K +$190K +2,054 +64%
SPC
199
Sigma Planning Corp
Michigan
$505K +$40.5K +438 +9%
EWM
200
Empirical Wealth Management
Washington
$489K – – –
6 7
8
9 10

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.