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iShares Expanded Tech Sector ETF

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$590K +$25.4K +253 +5%
SWA
202
SOA Wealth Advisors
New York
$589K +$302 +3 +0.1%
SPC
203
Sigma Planning Corp
Michigan
$583K +$45.4K +452 +9%
TCM
204
Tufton Capital Management
Maryland
$582K
BCM
205
Becker Capital Management
Oregon
$572K
IC
206
IEQ Capital
California
$562K +$198K +1,968 +56%
EWM
207
Empirical Wealth Management
Washington
$546K +$25.2K +251 +5%
SEP
208
Southland Equity Partners
Missouri
$541K +$26.7K +266 +5%
WWC
209
Waypoint Wealth Counsel
Georgia
$537K +$302 +3 +0.1%
SS
210
Sunbelt Securities
Texas
$521K +$299K +2,974 +143%
BFG
211
Bouchey Financial Group
New York
$518K
VA
212
Valmark Advisers
Ohio
$517K +$30.3K +301 +6%
OCM
213
Orleans Capital Management
Louisiana
$513K
SI
214
Saxon Interests
Texas
$511K -$905 -9 -0.2%
SJIM
215
St. Johns Investment Management
Florida
$507K
FCH
216
Freestone Capital Holdings
Washington
$503K -$5.03K -50 -1%
HB
217
Horizon Bancorp
Indiana
$501K
CB
218
Commerce Bank
Missouri
$490K -$13.6K -135 -3%
SIAG
219
Safeguard Investment Advisory Group
California
$490K +$302 +3 +0.1%
OC
220
Oppenheimer & Co
New York
$481K +$45.2K +450 +11%
SAM
221
Sawgrass Asset Management
Florida
$476K -$19.3K -192 -4%
BMC
222
Beaton Management Company
Massachusetts
$475K
SCA
223
Snowden Capital Advisors
New York
$472K +$70.6K +702 +18%
KIG
224
Kennedy Investment Group
New Jersey
$463K
AWM
225
Aries Wealth Management
Maine
$450K

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2024.