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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

338 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
NFC
3
Northeast Financial Consultants
Connecticut
$6.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.1M
5
LPL Financial
5
LPL Financial
California
$63.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$104M
3
EH
3
Equitable Holdings
New York
$181M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Aries Wealth Management
Maine
$380K – – –
QC
202
Quadrature Capital
United Kingdom
$379K +$379K +4,391 New
GT
203
Glenmede Trust
Pennsylvania
$379K +$379K +4,392 New
SEP
204
Southland Equity Partners
Missouri
$376K +$30.2K +350 +9%
VR
205
Valued Retirements
Texas
$374K – – –
4WM
206
4J Wealth Management
Virginia
$372K – – –
VVP
207
Venture Visionary Partners
Ohio
$370K – – –
KV
208
Kickstand Ventures
New York
$366K -$1.38K -16 -0.4%
MCM
209
Manchester Capital Management
Vermont
$366K – – –
BMC
210
Beaton Management Company
Massachusetts
$362K – – –
PCA
211
Prosperity Capital Advisors
Ohio
$360K +$57.8K +671 +19%
PG
212
Patten Group
Tennessee
$354K – – –
HFA
213
High Falls Advisors
New York
$351K +$517 +6 +0.1%
RC
214
Roundview Capital
New Jersey
$350K – – –
VA
215
Valmark Advisers
Ohio
$348K -$1.21K -14 -0.3%
OIA
216
OneDigital Investment Advisors
Kansas
$343K -$1.21K -14 -0.4%
KIG
217
Kennedy Investment Group
New Jersey
$341K – – –
PBO
218
Peoples Bank (Ohio)
Ohio
$340K +$27.4K +318 +9%
HSWM
219
Hubbell Strickland Wealth Management
Louisiana
$339K +$172 +2 +0.1%
SCA
220
Snowden Capital Advisors
New York
$338K +$80.7K +936 +31%
SC
221
Seldon Capital
California
$326K – – –
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$8.96K +104 +3%
PFP
223
Paragon Financial Partners
California
$318K -$59.9K -695 -16%
WANY
224
Wealthspire Advisors (New York)
New York
$310K – – –
RDWM
225
Red Door Wealth Management
Tennessee
$307K -$172 -2 -0.1%
7 8
9
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