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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
201
TD Waterhouse Canada
Ontario, Canada
$95.4K -$7.27K -138 -6%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$92K -$23.4K -444 -18%
WT
203
Whittier Trust
California
$85K
MCC
204
Money Concepts Capital
Florida
$81K +$1.58K +30 +2%
HBW
205
Hazlett, Burt & Watson
West Virginia
$77K -$79K -1,500 -48%
AA
206
Ancora Advisors
Ohio
$62K
KFS
207
Kelly Financial Services
Massachusetts
$61.4K -$3.48K -66 -5%
BWP
208
Baldwin Wealth Partners
Massachusetts
$59K
MAM
209
Meeder Asset Management
Ohio
$59K
BWL
210
Bogart Wealth LLC
Virginia
$56K
IA
211
IFP Advisors
Florida
$51K -$2.85K -54 -4%
S
212
SignatureFD
Georgia
$48K -$61.3K -1,164 -53%
AFG
213
Albion Financial Group
Utah
$48K
IBOK
214
Independence Bank of Kentucky
Kentucky
$44K
CT
215
Cambridge Trust
Massachusetts
$36K -$6.01K -114 -13%
IIL
216
Insight Inv LLC
California
$36K
OCM
217
Osterweis Capital Management
California
$36K
QCG
218
Quadrant Capital Group
Ohio
$35K +$40.2K +762 New
GIS
219
Grayhawk Investment Strategies
Alberta, Canada
$34K
IRC
220
Investors Research Corp
Georgia
$34K +$19.6K +372 +100%
MTIC
221
Missouri Trust & Investment Company
Missouri
$28K
William Blair & Company
222
William Blair & Company
Illinois
$23K +$5.06K +96 +24%
BC
223
Bartlett & Co
Ohio
$21K
BCWM
224
Bartlett & Co Wealth Management
Ohio
$20.7K
CAL
225
Capital Analysts LLC
Pennsylvania
$20K

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.