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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
201
Citizens National Bank Trust Department
Mississippi
$259K -$1.73K -24 -0.7%
IC
202
IEQ Capital
California
$259K
EVM
203
Eaton Vance Management
Massachusetts
$258K
BFEC
204
Benjamin F. Edwards & Company
Missouri
$247K +$19.4K +270 +9%
Northern Trust
205
Northern Trust
Illinois
$239K +$5.17K +72 +2%
CWM
206
Congress Wealth Management
Massachusetts
$237K +$233K +3,240 New
PPA
207
Parametric Portfolio Associates
Washington
$234K -$29.8K -414 -11%
GPA
208
Guidance Point Advisors
Massachusetts
$232K +$8.19K +114 +4%
BlackRock
209
BlackRock
New York
$232K +$228K +3,168 New
TCM
210
Tandem Capital Management
New Jersey
$231K +$227K +3,162 New
RWP
211
RWA Wealth Partners
Massachusetts
$224K
DWM
212
Dakota Wealth Management
Florida
$220K
ATPW
213
Ashton Thomas Private Wealth
Arizona
$220K
AWM
214
Apollon Wealth Management
South Carolina
$214K -$23.3K -324 -10%
GFPC
215
Global Financial Private Client
Florida
$211K
RJT
216
Raymond James Trust
Florida
$211K +$207K +2,880 New
KA
217
Kovack Advisors
Florida
$209K +$206K +2,862 New
WCWM
218
Willow Creek Wealth Management
California
$209K +$206K +2,862 New
NF
219
Norwood Financial
Pennsylvania
$178K +$175K +2,430 New
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$162K +$160K +2,220 New
Marshall Wace
221
Marshall Wace
United Kingdom
$155K +$153K +2,124 New
WT
222
Whittier Trust
California
$134K
AF
223
Advisornet Financial
Minnesota
$122K +$6.47K +90 +6%
HWA
224
Heritage Wealth Advisors
Virginia
$112K
MCC
225
Money Concepts Capital
Florida
$111K +$109K +1,512 New

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.