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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B 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, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
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
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
176
Synovus Financial
Georgia
$627K +$96 +1 +0%
DADC
177
D.A. Davidson & Co
Montana
$624K – – –
KIG
178
Kowal Investment Group
Wisconsin
$614K +$614K +6,404 New
BG
179
Bollard Group
Massachusetts
$614K +$480 +5 +0.1%
Franklin Resources
180
Franklin Resources
California
$608K – – –
KNW
181
Kesler Norman & Wride
Utah
$601K -$117K -1,222 -16%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$594K – – –
EB
183
Eastern Bank
Massachusetts
$593K -$12.5K -130 -2%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$585K +$334K +3,372 +134%
MC
185
Moors & Cabot
Massachusetts
$580K +$57.6K +600 +11%
JWCA
186
J.W. Cole Advisors
Florida
$577K – – –
AWA
187
Arkadios Wealth Advisors
Georgia
$576K +$5.66K +59 +1%
PCMC
188
Private Capital Management (Colorado)
Colorado
$576K – – –
SWA
189
SOA Wealth Advisors
New York
$553K +$576 +6 +0.1%
TCM
190
Tufton Capital Management
Maryland
$547K – – –
EWA
191
EP Wealth Advisors
California
$542K -$81.1K -845 -13%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$542K +$542K +5,645 New
TCM
193
Tandem Capital Management
New Jersey
$537K +$45.7K +476 +9%
BCM
194
Becker Capital Management
Oregon
$537K – – –
BIA
195
Biondo Investment Advisors
Pennsylvania
$534K +$2.4K +25 +0.5%
IWC
196
Integrated Wealth Concepts
Massachusetts
$531K +$97.9K +1,021 +23%
WWC
197
Waypoint Wealth Counsel
Georgia
$505K +$197K +2,054 +64%
SPC
198
Sigma Planning Corp
Michigan
$505K +$42K +438 +9%
EWM
199
Empirical Wealth Management
Washington
$489K – – –
BFG
200
Bouchey Financial Group
New York
$486K – – –
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