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iShares Expanded Tech Sector ETF

251 hedge funds and large institutions have $992M invested in iShares Expanded Tech Sector ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $952K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

0% less funds holding

Funds holding: 252251 (-1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less capital invested

Capital invested by funds: $1.48B → $992M (-$488M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 98

61.28% less ownership

Funds ownership: 318.27%256.99% (-61%)

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
37
Increased
48
Reduced
98
Closed
31
Calls
$1.4M
Puts
$952K
Net Calls
+$448K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
201
Bogart Wealth LLC
Virginia
$56.3K
MA
202
Montag & Associates
Georgia
$52.4K -$67K -1,398 -55%
IA
203
IFP Advisors
Florida
$50K -$288 -6 -0.4%
AFG
204
Albion Financial Group
Utah
$49K
CT
205
Colonial Trust
South Carolina
$46.2K +$47.4K +990 New
FFA
206
Farther Finance Advisors
California
$45.6K +$46.9K +978 New
IBOK
207
Independence Bank of Kentucky
Kentucky
$45K
CAL
208
Capital Analysts LLC
Pennsylvania
$45K +$25K +522 +121%
Belvedere Trading
209
Belvedere Trading
Illinois
$42.3K +$43.4K +906 New
LFA
210
LGT Financial Advisors
Texas
$42K +$43.1K +900 New
BAM
211
Belpointe Asset Management
Nevada
$36.7K +$37.7K +786 New
IIL
212
Insight Inv LLC
California
$36.4K
OCM
213
Osterweis Capital Management
California
$36.4K
EWA
214
EverSource Wealth Advisors
Alabama
$35.6K +$36.5K +762 New
Simplex Trading
215
Simplex Trading
Illinois
$35K -$288K -6,006 -89%
IRC
216
Investors Research Corp
Georgia
$34.7K
QCG
217
Quadrant Capital Group
Ohio
$33K -$2.59K -54 -7%
CT
218
Cambridge Trust
Massachusetts
$29K -$6.9K -144 -19%
YDMI
219
Y.D. More Investments
Israel
$28K +$28.8K +600 New
HBW
220
Hazlett, Burt & Watson
West Virginia
$28K -$50.6K -1,056 -64%
MTIC
221
Missouri Trust & Investment Company
Missouri
$28K
GIS
222
Grayhawk Investment Strategies
Alberta, Canada
$27.3K
William Blair & Company
223
William Blair & Company
Illinois
$22.4K -$575 -12 -2%
BC
224
Bartlett & Co
Ohio
$21K
BCWM
225
Bartlett & Co Wealth Management
Ohio
$21K

IGM Hedge Fund Activity: Q4 2022 in Review

251 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2022, worth a combined $992M — down 33% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGM positions and 31 closed out — a net gain of 6 holders — while 48 added to existing stakes and 98 trimmed.

The largest buyer was Cerity Partners, adding an estimated $41.2M. The largest seller was Bank of America, cutting an estimated $102M.

  • 251 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2022, down from 252 in Q3 2022.
  • Funds reported $992M of iShares Expanded Tech Sector ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 37 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2022 was Cerity Partners, an estimated $41.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2022 was Bank of America, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.