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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

415 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
43
Increased
134
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$22.4M
2
OCBCO
2
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$82.5M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$11.3M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$509K
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$14.9M
4
IAA
4
Independent Advisor Alliance
North Carolina
$380K
5
Morgan Stanley
5
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$573K +$1.9K +21 +0.3%
NAMP
202
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$571K – – –
GWM
203
Geneos Wealth Management
Colorado
$568K +$255K +2,810 +81%
SF
204
Synovus Financial
Georgia
$561K -$32.2K -355 -5%
EB
205
Eastern Bank
Massachusetts
$560K -$38.1K -420 -6%
KV
206
Kickstand Ventures
New York
$558K +$160K +1,763 +40%
Franklin Resources
207
Franklin Resources
California
$556K – – –
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$550K -$11.4K -126 -2%
FOR
209
Family Office Research
Maryland
$540K -$7.53K -83 -1%
RW
210
Ridgeline Wealth
Arizona
$540K – – –
CA
211
Clearstead Advisors
Ohio
$538K -$7.62K -84 -1%
BG
212
Bollard Group
Massachusetts
$535K +$182 +2 +0%
SB
213
Strategic Blueprint
Georgia
$531K +$141K +1,553 +36%
SWA
214
SOA Wealth Advisors
New York
$524K +$272 +3 +0.1%
SEP
215
Southland Equity Partners
Missouri
$521K +$40.6K +448 +8%
TCM
216
Tufton Capital Management
Maryland
$517K – – –
Bank of New York Mellon
217
Bank of New York Mellon
New York
$513K -$176K -1,937 -25%
SW
218
SteelPeak Wealth
California
$509K -$33.9M -373,562 -99%
BCM
219
Becker Capital Management
Oregon
$508K – – –
CIA
220
Concurrent Investment Advisors
Florida
$501K -$39.5K -436 -7%
KIG
221
Kennedy Investment Group
New Jersey
$497K +$85.1K +939 +21%
EWM
222
Empirical Wealth Management
Washington
$485K – – –
SSWM
223
Strait & Sound Wealth Management
California
$480K +$204K +2,248 +74%
WWC
224
Waypoint Wealth Counsel
Georgia
$478K +$272 +3 +0.1%
EWA
225
Etesian Wealth Advisors
Oregon
$474K +$86.3K +952 +22%
7 8
9
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