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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

413 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 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
SW
SteelPeak Wealth
California
+$37.7M
2
LPL Financial
LPL Financial
California
+$27.1M
3
AF
Allworth Financial
California
+$27M
4
Morgan Stanley
Morgan Stanley
New York
+$23.1M
5
IAA
Independent Advisor Alliance
North Carolina
+$10.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$27.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.2M
4
EH
Equitable Holdings
New York
-$12.2M
5
Cerity Partners
Cerity Partners
New York
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
201
SOA Wealth Advisors
New York
$589K +$306 +3 +0.1%
SPC
202
Sigma Planning Corp
Michigan
$583K +$46.1K +452 +9%
TCM
203
Tufton Capital Management
Maryland
$582K – – –
BCM
204
Becker Capital Management
Oregon
$572K – – –
IC
205
IEQ Capital
California
$562K +$201K +1,968 +56%
EWM
206
Empirical Wealth Management
Washington
$546K +$25.6K +251 +5%
SEP
207
Southland Equity Partners
Missouri
$541K +$27.2K +266 +5%
WWC
208
Waypoint Wealth Counsel
Georgia
$537K +$306 +3 +0.1%
SS
209
Sunbelt Securities
Texas
$521K +$306K +2,974 +143%
BFG
210
Bouchey Financial Group
New York
$518K – – –
VA
211
Valmark Advisers
Ohio
$517K +$30.7K +301 +6%
OCM
212
Orleans Capital Management
Louisiana
$513K – – –
SI
213
Saxon Interests
Texas
$511K -$919 -9 -0.2%
SJIM
214
St. Johns Investment Management
Florida
$507K – – –
FCH
215
Freestone Capital Holdings
Washington
$503K -$5.1K -50 -1%
HB
216
Horizon Bancorp
Indiana
$501K – – –
CB
217
Commerce Bank
Missouri
$490K -$13.8K -135 -3%
SIAG
218
Safeguard Investment Advisory Group
California
$490K +$306 +3 +0.1%
OC
219
Oppenheimer & Co
New York
$481K +$45.9K +450 +11%
SAM
220
Sawgrass Asset Management
Florida
$476K -$19.6K -192 -4%
BMC
221
Beaton Management Company
Massachusetts
$475K – – –
SCA
222
Snowden Capital Advisors
New York
$472K +$71.7K +702 +18%
KIG
223
Kennedy Investment Group
New Jersey
$463K – – –
AWM
224
Aries Wealth Management
Maine
$450K – – –
KV
225
Kickstand Ventures
New York
$449K -$2.25K -22 -0.5%
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