IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
201
Southland Equity Partners
Missouri
$483K +$43.8K +457 +10%
SI
202
Saxon Interests
Texas
$481K -$29.4K -306 -6%
FCH
203
Freestone Capital Holdings
Washington
$477K – – –
SJIM
204
St. Johns Investment Management
Florida
$477K -$72K -750 -13%
CB
205
Commerce Bank
Missouri
$474K – – –
HB
206
Horizon Bancorp
Indiana
$471K – – –
AIA
207
Alera Investment Advisors
Illinois
$468K +$245K +2,556 +110%
SAM
208
Sawgrass Asset Management
Florida
$466K -$20.7K -216 -4%
OCM
209
Orleans Capital Management
Louisiana
$462K – – –
SIAG
210
Safeguard Investment Advisory Group
California
$460K -$7.68K -80 -2%
VA
211
Valmark Advisers
Ohio
$457K +$35.4K +369 +8%
CA
212
Clearstead Advisors
Ohio
$448K -$149K -1,550 -25%
BMC
213
Beaton Management Company
Massachusetts
$446K – – –
KIG
214
Kennedy Investment Group
New Jersey
$436K +$55.6K +580 +15%
Marshall Wace
215
Marshall Wace
United Kingdom
$425K +$425K +4,433 New
KV
216
Kickstand Ventures
New York
$424K +$480 +5 +0.1%
AWM
217
Aries Wealth Management
Maine
$423K – – –
GT
218
Glenmede Trust
Pennsylvania
$421K – – –
CMS
219
Capital Market Strategies
Florida
$415K -$19.7K -205 -5%
VR
220
Valued Retirements
Texas
$415K -$2.02K -21 -0.5%
4WM
221
4J Wealth Management
Virginia
$414K – – –
SB
222
Strategic Blueprint
Georgia
$414K +$169K +1,764 +69%
VVP
223
Venture Visionary Partners
Ohio
$412K – – –
OC
224
Oppenheimer & Co
New York
$409K +$768 +8 +0.2%
GIM
225
Grassi Investment Management
California
$408K -$9.59K -100 -2%
7 8
9
10 11