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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

264 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
61
Reduced
79
Closed
14
Calls
$27.9M
Puts
$889K
Net Calls
+$27M
Net Calls Change
+$3.27M

Top Buyers

1
GAG
1
GM Advisory Group
New York
$47.8M
2
KFS
2
Kelly Financial Services
Massachusetts
$29M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.38M
5
HB
5
Homrich & Berg
Georgia
$6.71M

Top Sellers

1
JWM
1
JGP Wealth Management
Oregon
$443K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$58.7M
3
SCA
3
Stuart Chaussee & Associates
California
$18.8M
4
SFS
4
Strategic Financial Services
New York
$2.73M
5
EH
5
Equitable Holdings
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
201
Northern Trust
Illinois
$245K +$245K +3,636 New
PBF
202
Petix & Botte Financial
California
$240K – – –
IC
203
IEQ Capital
California
$238K – – –
EVM
204
Eaton Vance Management
Massachusetts
$237K – – –
MA
205
Mutual Advisors
Nebraska
$220K +$220K +3,270 New
RJT
206
Raymond James Trust
Florida
$213K +$213K +3,162 New
SQA
207
Simon Quick Advisors
New Jersey
$213K +$213K +3,168 New
RWP
208
RWA Wealth Partners
Massachusetts
$206K +$206K +3,066 New
PGFC
209
Peapack-Gladstone Financial Corp
New Jersey
$202K -$30.3K -450 -13%
DWM
210
Dakota Wealth Management
Florida
$202K +$202K +3,000 New
ATPW
211
Ashton Thomas Private Wealth
Arizona
$202K +$202K +3,000 New
GPA
212
Guidance Point Advisors
Massachusetts
$200K +$200K +2,976 New
GFPC
213
Global Financial Private Client
Florida
$194K – – –
HNB
214
Huntington National Bank
Ohio
$162K – – –
AWA
215
Arkadios Wealth Advisors
Georgia
$153K – – –
WT
216
Whittier Trust
California
$124K +$124K +1,836 New
AA
217
Ancora Advisors
Ohio
$114K – – –
BFEC
218
Benjamin F. Edwards & Company
Missouri
$112K +$77.8K +1,158 +227%
AF
219
Advisornet Financial
Minnesota
$106K – – –
HWA
220
Heritage Wealth Advisors
Virginia
$103K – – –
MPCG
221
Matrix Private Capital Group
New York
$100K – – –
BWL
222
Bogart Wealth LLC
Virginia
$95K -$2.02K -30 -2%
VCM
223
Vigilant Capital Management
Maine
$90K – – –
BWP
224
Baldwin Wealth Partners
Massachusetts
$86K – – –
AFG
225
Albion Financial Group
Utah
$71K +$71K +1,050 New
7 8
9
10 11