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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

367 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+29
Holders Change %
+8.58%
% of All Funds
5.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
84
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
+$73M
2
Ameriprise
Ameriprise
Minnesota
+$47M
3
Morgan Stanley
Morgan Stanley
New York
+$25M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.7M
5
SW
SteelPeak Wealth
California
+$13.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.5M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$10.2M
4
EH
Equitable Holdings
New York
-$9.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
201
Horizon Bancorp
Indiana
$463K -$379K -4,018 -45%
SIAG
202
Safeguard Investment Advisory Group
California
$460K +$189 +2 +0%
SPC
203
Sigma Planning Corp
Michigan
$455K -$9.24K -98 -2%
OCM
204
Orleans Capital Management
Louisiana
$455K – – –
BMC
205
Beaton Management Company
Massachusetts
$439K +$42.5K +450 +11%
SEP
206
Southland Equity Partners
Missouri
$432K +$20.9K +222 +5%
CMS
207
Capital Market Strategies
Florida
$427K – – –
IWC
208
Integrated Wealth Concepts
Massachusetts
$425K -$6.7K -71 -2%
CIA
209
Concurrent Investment Advisors
Florida
$421K +$95.6K +1,014 +29%
KV
210
Kickstand Ventures
New York
$416K +$15.2K +161 +4%
AWM
211
Aries Wealth Management
Maine
$416K – – –
VA
212
Valmark Advisers
Ohio
$415K +$34K +361 +9%
GT
213
Glenmede Trust
Pennsylvania
$414K – – –
GIM
214
Grassi Investment Management
California
$411K -$113K -1,200 -22%
VR
215
Valued Retirements
Texas
$410K – – –
4WM
216
4J Wealth Management
Virginia
$407K – – –
VVP
217
Venture Visionary Partners
Ohio
$405K – – –
OC
218
Oppenheimer & Co
New York
$401K +$69.5K +737 +21%
MCM
219
Manchester Capital Management
Vermont
$401K – – –
PG
220
Patten Group
Tennessee
$388K – – –
RC
221
Roundview Capital
New Jersey
$383K – – –
HFA
222
High Falls Advisors
New York
$382K -$1.6K -17 -0.4%
PCA
223
Prosperity Capital Advisors
Ohio
$374K -$19.8K -210 -5%
KIG
224
Kennedy Investment Group
New Jersey
$373K – – –
PBO
225
Peoples Bank (Ohio)
Ohio
$372K -$189 -2 -0.1%
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9
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