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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
201
Patriot Investment Management Group
Tennessee
$246K -$22.8K -348 -8%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$242K +$4.72K +72 +2%
CI
203
CX Institutional
Indiana
$240K +$240K +3,666 New
PBO
204
Peoples Bank (Ohio)
Ohio
$237K – – –
RDWM
205
Red Door Wealth Management
Tennessee
$233K – – –
IC
206
IEQ Capital
California
$232K – – –
TSS
207
Two Sigma Securities
New York
$231K -$22.4K -342 -9%
MFA
208
Mayflower Financial Advisors
Massachusetts
$230K -$2.75K -42 -1%
GWM
209
Geneos Wealth Management
Colorado
$226K – – –
TRCT
210
Tower Research Capital (TRC)
New York
$222K -$608K -9,288 -73%
NF
211
Norwood Financial
Pennsylvania
$220K – – –
BFEC
212
Benjamin F. Edwards & Company
Missouri
$220K +$87.8K +1,338 +66%
DWM
213
Dakota Wealth Management
Florida
$218K +$218K +3,330 New
PFO
214
Pathstone Family Office
New Jersey
$217K +$217K +3,318 New
PCA
215
Prosperity Capital Advisors
Ohio
$216K +$216K +3,294 New
RF
216
Rollins Financial
Georgia
$215K -$17.7K -270 -8%
CWA
217
Capital Wealth Alliance
Arizona
$215K +$215K +3,282 New
CW
218
Channel Wealth
California
$213K +$213K +3,258 New
TFM
219
TFC Financial Management
Massachusetts
$210K – – –
FAIM
220
Financial Advocates Investment Management
Washington
$210K +$210K +3,210 New
SC
221
Savant Capital
Illinois
$210K +$210K +3,198 New
OIA
222
OneDigital Investment Advisors
Kansas
$209K +$209K +3,186 New
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K – – –
LFAS
224
Level Four Advisory Services
Texas
$201K +$201K +3,078 New
WIM
225
Westside Investment Management
California
$185K – – –
7 8
9
10 11