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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$123M
2
GAG
2
GM Advisory Group
New York
$15.1M
3
Cerity Partners
3
Cerity Partners
New York
$67.5M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.21M
5
EWA
5
EP Wealth Advisors
California
$3.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.6M
2
EH
2
Equitable Holdings
New York
$139M
3
Bank of America
3
Bank of America
North Carolina
$135M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.5M
5
UBS Group
5
UBS Group
Switzerland
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
201
Baker Avenue Asset Management
California
$172K -$3.05K -54 -2%
CNBTD
202
Citizens National Bank Trust Department
Mississippi
$163K – – –
WIM
203
Westside Investment Management
California
$160K – – –
EWP
204
Elevation Wealth Partners
California
$158K +$158K +2,790 New
BONH
205
Bank of New Hampshire
New Hampshire
$146K – – –
BFEC
206
Benjamin F. Edwards & Company
Missouri
$114K +$339 +6 +0.3%
WIM
207
WealthPlan Investment Management
Nebraska
$109K +$109K +1,920 New
WT
208
Whittier Trust
California
$104K – – –
KFS
209
Kelly Financial Services
Massachusetts
$79.8K +$4.42K +78 +6%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$76.4K -$8.6K -150 -10%
AA
211
Ancora Advisors
Ohio
$75.7K – – –
Simplex Trading
212
Simplex Trading
Illinois
$73K +$30.9K +552 +74%
BWP
213
Baldwin Wealth Partners
Massachusetts
$71.9K – – –
BWL
214
Bogart Wealth LLC
Virginia
$68.2K – – –
MA
215
Montag & Associates
Georgia
$63.5K – – –
CA
216
Centerpoint Advisors
Massachusetts
$56K +$56K +990 New
CT
217
Colonial Trust
South Carolina
$56K – – –
IBOK
218
Independence Bank of Kentucky
Kentucky
$54.3K – – –
FFA
219
Farther Finance Advisors
California
$54.3K -$1.02K -18 -2%
CAL
220
Capital Analysts LLC
Pennsylvania
$54K – – –
CIA
221
Cape Investment Advisory
Georgia
$50.2K +$50.2K +888 New
BAM
222
Belpointe Asset Management
Nevada
$44.5K – – –
EWA
223
EverSource Wealth Advisors
Alabama
$43.8K +$679 +12 +2%
IRC
224
Investors Research Corp
Georgia
$42.1K – – –
QCG
225
Quadrant Capital Group
Ohio
$37.7K -$2.38K -42 -6%
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9
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