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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
21
Increased
62
Reduced
90
Closed
25
Calls
$4.14M
Puts
$4.03M
Net Calls
+$117K
Net Calls Change
-$5.79M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$144M
2
Bank of America
Bank of America
North Carolina
$164M
3
Wolverine Trading
Wolverine Trading
Illinois
$9.74M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$19.8M
5
LPL Financial
LPL Financial
California
$39.8M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$10.6M
2
EH
Equitable Holdings
New York
$145M
3
SW
SteelPeak Wealth
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$19.6M
5
Morgan Stanley
Morgan Stanley
New York
$92.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
201
Consolidated Portfolio Review Corp
New York
$240K +$240K +3,768 New
PIMG
202
Patriot Investment Management Group
Tennessee
$239K – – –
PBO
203
Peoples Bank (Ohio)
Ohio
$231K – – –
RI
204
Rinkey Investments
California
$228K -$17.2K -270 -7%
RDWM
205
Red Door Wealth Management
Tennessee
$227K – – –
IC
206
IEQ Capital
California
$226K – – –
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$11.1K -174 -5%
OC
208
Oppenheimer & Co
New York
$224K -$35.2K -552 -14%
GWM
209
Geneos Wealth Management
Colorado
$220K – – –
NF
210
Norwood Financial
Pennsylvania
$218K +$3.82K +60 +2%
HBW
211
Hazlett, Burt & Watson
West Virginia
$215K +$177K +2,760 +460%
RF
212
Rollins Financial
Georgia
$209K – – –
PCA
213
Prosperity Capital Advisors
Ohio
$209K -$766 -12 -0.4%
CW
214
Channel Wealth
California
$208K – – –
TFM
215
TFC Financial Management
Massachusetts
$204K – – –
PFO
216
Pathstone Family Office
New Jersey
$203K -$8.03K -126 -4%
SC
217
Savant Capital
Illinois
$202K -$1.91K -30 -0.9%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K -$1.15K -18 -0.6%
CG
219
Cutler Group
California
$194K +$194K +3,060 New
WIM
220
Westside Investment Management
California
$180K – – –
EWP
221
Elevation Wealth Partners
California
$178K – – –
BAAM
222
Baker Avenue Asset Management
California
$168K – – –
BONH
223
Bank of New Hampshire
New Hampshire
$164K – – –
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$144K +$144K +2,256 New
CNBTD
225
Citizens National Bank Trust Department
Mississippi
$122K – – –
7 8
9
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