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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

415 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
43
Increased
134
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$22.4M
2
OCBCO
2
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$82.5M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$11.3M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$509K
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$14.9M
4
IAA
4
Independent Advisor Alliance
North Carolina
$380K
5
Morgan Stanley
5
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
176
Kearns & Associates
California
$746K – – –
CNBTD
177
Citizens National Bank Trust Department
Mississippi
$730K +$28.2K +311 +4%
TWC
178
TD Waterhouse Canada
Ontario, Canada
$729K +$661K +7,225 +970%
WA
179
WealthTrust Axiom
Pennsylvania
$721K – – –
SCM
180
SCS Capital Management
Massachusetts
$712K +$712K +7,854 New
SWP
181
Stratos Wealth Partners
Ohio
$710K -$244K -2,686 -26%
TCM
182
Tandem Capital Management
New Jersey
$682K +$27.7K +305 +4%
EFG
183
Embree Financial Group
Illinois
$669K +$272 +3 +0%
WJA
184
Willis Johnson & Associates
Texas
$666K -$77.7K -857 -10%
BEI
185
Benjamin Edwards Inc
Missouri
$646K +$2.27K +25 +0.4%
Lazard Asset Management
186
Lazard Asset Management
New York
$644K – – –
KIM
187
Kane Investment Management
California
$641K -$47.9K -528 -7%
AWA
188
Arkadios Wealth Advisors
Georgia
$633K +$36K +397 +6%
BIA
189
Biondo Investment Advisors
Pennsylvania
$627K +$47.6K +525 +8%
PJSIMP
190
P.J. Schmidt Investment Management (PJS)
Wisconsin
$624K -$1.36K -15 -0.2%
RPCONE
191
Retirement Planning Company of New England
Rhode Island
$619K +$272 +3 +0%
CIA
192
Capital Investment Advisors
Georgia
$613K +$613K +6,762 New
SPC
193
Sigma Planning Corp
Michigan
$611K +$92.8K +1,024 +18%
TWM
194
TSA Wealth Management
Texas
$610K +$317K +3,498 +108%
MAM
195
Mystic Asset Management
Rhode Island
$609K -$34.9K -385 -5%
SVWAG
196
Sound View Wealth Advisors Group
Georgia
$608K +$544 +6 +0.1%
BA
197
Bristlecone Advisors
Washington
$607K – – –
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$584K -$4.62K -51 -0.8%
OCM
199
Osterweis Capital Management
California
$582K -$966K – –
DADC
200
D.A. Davidson & Co
Montana
$581K – – –
6 7
8
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