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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Cerity Partners
Cerity Partners
New York
$79.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
5
SW
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
AE Wealth Management
Kansas
$11.3M
4
MWM
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
KV
201
Kickstand Ventures
New York
$319K -$40.3K -540 -11%
MCM
202
Manchester Capital Management
Vermont
$317K – – –
BMC
203
Beaton Management Company
Massachusetts
$314K – – –
PG
204
Patten Group
Tennessee
$307K – – –
HBW
205
Hazlett, Burt & Watson
West Virginia
$304K +$52.5K +702 +21%
OC
206
Oppenheimer & Co
New York
$304K +$41.2K +552 +16%
HFA
207
High Falls Advisors
New York
$303K +$5.83K +78 +2%
RC
208
Roundview Capital
New Jersey
$303K -$31.8K -426 -10%
VA
209
Valmark Advisers
Ohio
$302K – – –
SEP
210
Southland Equity Partners
Missouri
$299K +$15.2K +204 +5%
OIA
211
OneDigital Investment Advisors
Kansas
$298K +$8.07K +108 +3%
KIG
212
Kennedy Investment Group
New Jersey
$296K – – –
HSWM
213
Hubbell Strickland Wealth Management
Louisiana
$294K +$896 +12 +0.3%
SC
214
Seldon Capital
California
$283K – – –
PIMG
215
Patriot Investment Management Group
Tennessee
$280K – – –
PBO
216
Peoples Bank (Ohio)
Ohio
$271K – – –
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$270K +$6.28K +84 +2%
WANY
218
Wealthspire Advisors (New York)
New York
$269K +$269K +3,600 New
BCP
219
Blue Chip Partners
Michigan
$267K +$267K +3,570 New
RDWM
220
Red Door Wealth Management
Tennessee
$266K – – –
IC
221
IEQ Capital
California
$264K – – –
PCA
222
Prosperity Capital Advisors
Ohio
$262K +$16.6K +222 +7%
GWM
223
Geneos Wealth Management
Colorado
$258K – – –
NF
224
Norwood Financial
Pennsylvania
$256K – – –
CW
225
Channel Wealth
California
$254K +$10.8K +144 +4%
7 8
9
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