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iShares Expanded Tech Sector ETF
IGM

420 hedge funds and large institutions have $2.47B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $662K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

1% more funds holding

Funds holding: 415 → 420 (+5)

0.22% more ownership

Funds ownership: 47.2% → 47.42% (+0.22%)

9% less capital invested

Capital invested by funds: $2.72B → $2.47B (-$255M)

Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
5.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
45
Increased
135
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$25M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
+$22.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$12.6M
5
SWP
Sagespring Wealth Partners
Tennessee
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
-$37.7M
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$13.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.4M
4
IAA
Independent Advisor Alliance
North Carolina
-$10.3M
5
Morgan Stanley
Morgan Stanley
New York
-$7.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
176
Kesler Norman & Wride
Utah
$777K +$61.4K +608 +8%
CWS
177
Cypress Wealth Services
California
$754K +$56.7K +561 +7%
KA
178
Kearns & Associates
California
$746K – – –
CNBTD
179
Citizens National Bank Trust Department
Mississippi
$730K +$31.4K +311 +4%
TWC
180
TD Waterhouse Canada
Ontario, Canada
$729K +$730K +7,225 +970%
WA
181
WealthTrust Axiom
Pennsylvania
$721K – – –
SCM
182
SCS Capital Management
Massachusetts
$712K +$793K +7,854 New
SWP
183
Stratos Wealth Partners
Ohio
$710K -$271K -2,686 -26%
TCM
184
Tandem Capital Management
New Jersey
$682K +$30.8K +305 +4%
EFG
185
Embree Financial Group
Illinois
$669K +$303 +3 +0%
WJA
186
Willis Johnson & Associates
Texas
$666K -$86.6K -857 -10%
BEI
187
Benjamin Edwards Inc
Missouri
$646K +$2.52K +25 +0.4%
Lazard Asset Management
188
Lazard Asset Management
New York
$644K – – –
KIM
189
Kane Investment Management
California
$641K -$53.3K -528 -7%
AWA
190
Arkadios Wealth Advisors
Georgia
$633K +$40.1K +397 +6%
BIA
191
Biondo Investment Advisors
Pennsylvania
$627K +$53K +525 +8%
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$624K -$1.51K -15 -0.2%
RPCONE
193
Retirement Planning Company of New England
Rhode Island
$619K +$303 +3 +0%
CIA
194
Capital Investment Advisors
Georgia
$613K +$683K +6,762 New
SPC
195
Sigma Planning Corp
Michigan
$611K +$103K +1,024 +18%
TWM
196
TSA Wealth Management
Texas
$610K +$353K +3,498 +108%
MAM
197
Mystic Asset Management
Rhode Island
$609K -$38.9K -385 -5%
SVWAG
198
Sound View Wealth Advisors Group
Georgia
$608K +$606 +6 +0.1%
BA
199
Bristlecone Advisors
Washington
$607K – – –
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$584K -$5.15K -51 -0.8%
6 7
8
9 10

IGM Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2025, worth a combined $2.47B — down 9.4% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGM positions and 35 closed out — a net gain of 10 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $25M. The largest seller was SteelPeak Wealth, cutting an estimated $37.7M.

  • 420 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $2.47B of iShares Expanded Tech Sector ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 45 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2025 and 35 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $25M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2025.