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iShares Expanded Tech Sector ETF

368 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, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
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
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Commerce Bank
Missouri
$466K
HB
202
Horizon Bancorp
Indiana
$463K -$352K -4,018 -45%
SIAG
203
Safeguard Investment Advisory Group
California
$460K +$175 +2 +0%
SPC
204
Sigma Planning Corp
Michigan
$455K -$8.58K -98 -2%
OCM
205
Orleans Capital Management
Louisiana
$455K
BMC
206
Beaton Management Company
Massachusetts
$439K +$39.4K +450 +11%
SEP
207
Southland Equity Partners
Missouri
$432K +$19.4K +222 +5%
CMS
208
Capital Market Strategies
Florida
$427K
IWC
209
Integrated Wealth Concepts
Massachusetts
$425K -$6.22K -71 -2%
CIA
210
Concurrent Investment Advisors
Florida
$421K +$88.8K +1,014 +29%
KV
211
Kickstand Ventures
New York
$416K +$14.1K +161 +4%
AWM
212
Aries Wealth Management
Maine
$416K
VA
213
Valmark Advisers
Ohio
$415K +$31.6K +361 +9%
GT
214
Glenmede Trust
Pennsylvania
$414K
GIM
215
Grassi Investment Management
California
$411K -$105K -1,200 -22%
VR
216
Valued Retirements
Texas
$410K
4WM
217
4J Wealth Management
Virginia
$407K
VVP
218
Venture Visionary Partners
Ohio
$405K
OC
219
Oppenheimer & Co
New York
$401K +$64.5K +737 +21%
MCM
220
Manchester Capital Management
Vermont
$401K
PG
221
Patten Group
Tennessee
$388K
RC
222
Roundview Capital
New Jersey
$383K
HFA
223
High Falls Advisors
New York
$382K -$1.49K -17 -0.4%
PCA
224
Prosperity Capital Advisors
Ohio
$374K -$18.4K -210 -5%
KIG
225
Kennedy Investment Group
New Jersey
$373K

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.