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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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
Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.24%
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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82.7M
2
LPL Financial
LPL Financial
California
$31.4M
3
Citadel Advisors
Citadel Advisors
Florida
$8.45M
4
SEIA
Signature Estate & Investment Advisors
California
$60.7M
5
AS
Altshuler Shaham
Israel
$4.22M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$14.8M
2
Bank of America
Bank of America
North Carolina
$154M
3
AWM
Apollon Wealth Management
South Carolina
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$871K
5
SFS
Strategic Financial Services
New York
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
201
Heritage Wealth Advisors
Virginia
$92K – – –
MPCG
202
Matrix Private Capital Group
New York
$89K -$36.8K -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 +$72K +1,200 New
MCC
207
Money Concepts Capital
Florida
$65K – – –
MA
208
MUFG Americas
New York
$63K – – –
IA
209
IFP Advisors
Florida
$59K -$47.1K -780 -44%
IBOK
210
Independence Bank of Kentucky
Kentucky
$58K – – –
PB
211
Pinnacle Bancorp
Nebraska
$44K -$3.64K -60 -8%
VFA
212
Valeo Financial Advisors
Indiana
$40K -$36.4K -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 -$355 -6 -1%
BC
217
Bartlett & Co
Ohio
$27K – – –
AWM
218
Atticus Wealth Management
Florida
$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 – – –
7 8
9
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