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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B 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, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
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
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
201
Bouchey Financial Group
New York
$486K
SEP
202
Southland Equity Partners
Missouri
$483K +$42.2K +457 +10%
SI
203
Saxon Interests
Texas
$481K -$28.3K -306 -6%
FCH
204
Freestone Capital Holdings
Washington
$477K
SJIM
205
St. Johns Investment Management
Florida
$477K -$69.3K -750 -13%
CB
206
Commerce Bank
Missouri
$474K
HB
207
Horizon Bancorp
Indiana
$471K
AIA
208
Alera Investment Advisors
Illinois
$468K +$236K +2,556 +110%
SAM
209
Sawgrass Asset Management
Florida
$466K -$20K -216 -4%
OCM
210
Orleans Capital Management
Louisiana
$462K
SIAG
211
Safeguard Investment Advisory Group
California
$460K -$7.39K -80 -2%
VA
212
Valmark Advisers
Ohio
$457K +$34.1K +369 +8%
CA
213
Clearstead Advisors
Ohio
$448K -$143K -1,550 -25%
BMC
214
Beaton Management Company
Massachusetts
$446K
KIG
215
Kennedy Investment Group
New Jersey
$436K +$53.6K +580 +15%
Marshall Wace
216
Marshall Wace
United Kingdom
$425K +$410K +4,433 New
KV
217
Kickstand Ventures
New York
$424K +$462 +5 +0.1%
AWM
218
Aries Wealth Management
Maine
$423K
GT
219
Glenmede Trust
Pennsylvania
$421K
CMS
220
Capital Market Strategies
Florida
$415K -$18.9K -205 -5%
VR
221
Valued Retirements
Texas
$415K -$1.94K -21 -0.5%
4WM
222
4J Wealth Management
Virginia
$414K
SB
223
Strategic Blueprint
Georgia
$414K +$163K +1,764 +69%
VVP
224
Venture Visionary Partners
Ohio
$412K
OC
225
Oppenheimer & Co
New York
$409K +$739 +8 +0.2%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.