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iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
Heritage Wealth Advisors
Virginia
$92K
MPCG
202
Matrix Private Capital Group
New York
$89K -$36.6K -612 -29%
BWL
203
Bogart Wealth LLC
Virginia
$87K
VCM
204
Vigilant Capital Management
Maine
$80K
BWP
205
Baldwin Wealth Partners
Massachusetts
$77K
TCWM
206
Total Clarity Wealth Management
Illinois
$72K +$71.8K +1,200 New
MCC
207
Money Concepts Capital
Florida
$65K
MA
208
MUFG Americas
New York
$63K
IA
209
IFP Advisors
Florida
$59K -$46.7K -780 -44%
IBOK
210
Independence Bank of Kentucky
Kentucky
$58K
PB
211
Pinnacle Bancorp
Nebraska
$44K -$3.59K -60 -8%
VFA
212
Valeo Financial Advisors
Indiana
$40K -$35.9K -600 -48%
PWA
213
Phoenix Wealth Advisors
North Carolina
$33K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$31K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$27.1K
MAM
216
McCarthy Asset Management
California
$27K -$359 -6 -1%
AWM
217
Atticus Wealth Management
Florida
$27K
BC
218
Bartlett & Co
Ohio
$27K
CAL
219
Capital Analysts LLC
Pennsylvania
$26K
RIM
220
Rockbridge Investment Management
New York
$22K
HS
221
Horan Securities
United States
$20K
NFG
222
Next Financial Group
Texas
$19K
William Blair & Company
223
William Blair & Company
Illinois
$18K -$11.5K -192 -39%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$18K
RFA
225
Reilly Financial Advisors
California
$17K

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.