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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
$38.7M
2
LPL Financial
LPL Financial
California
$119M
3
AF
Allworth Financial
California
$27M
4
Morgan Stanley
Morgan Stanley
New York
$240M
5
IAA
Independent Advisor Alliance
North Carolina
$10.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
EH
Equitable Holdings
New York
$189M
5
Cerity Partners
Cerity Partners
New York
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
176
Lazard Asset Management
New York
$725K – – –
WLPWM
177
Walled Lake Planning & Wealth Management
Illinois
$717K +$28.2K +276 +4%
PJSIMP
178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$705K -$1.94K -19 -0.3%
RPCONE
179
Retirement Planning Company of New England
Rhode Island
$697K -$1.23K -12 -0.2%
PAS
180
Park Avenue Securities
New York
$694K +$282K +2,760 +68%
SVWAG
181
Sound View Wealth Advisors Group
Georgia
$684K +$102 +1 +0%
BA
182
Bristlecone Advisors
Washington
$684K – – –
EB
183
Eastern Bank
Massachusetts
$674K +$42.9K +420 +7%
AWA
184
Arkadios Wealth Advisors
Georgia
$672K +$59.1K +579 +10%
SF
185
Synovus Financial
Georgia
$668K -$102 -1 -0%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$664K +$62.2K +609 +10%
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$663K +$86.8K +850 +15%
DADC
188
D.A. Davidson & Co
Montana
$654K -$10.2K -100 -2%
BIA
189
Biondo Investment Advisors
Pennsylvania
$652K +$84.2K +825 +15%
EWA
190
EP Wealth Advisors
California
$643K +$66.7K +653 +12%
NAMP
191
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$643K -$73.5K -720 -10%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$632K – – –
Franklin Resources
193
Franklin Resources
California
$626K – – –
FOR
194
Family Office Research
Maryland
$616K +$616K +6,037 New
CA
195
Clearstead Advisors
Ohio
$615K +$138K +1,350 +29%
JWCA
196
J.W. Cole Advisors
Florida
$614K – – –
CIA
197
Concurrent Investment Advisors
Florida
$608K +$202K +1,982 +50%
RW
198
Ridgeline Wealth
Arizona
$608K +$608K +5,953 New
BG
199
Bollard Group
Massachusetts
$602K -$51.8K -507 -8%
IWC
200
Integrated Wealth Concepts
Massachusetts
$590K +$25.8K +253 +5%
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8
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