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iShares Expanded Tech Sector ETF

420 hedge funds and large institutions have $2.47B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $662K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

1% more funds holding

Funds holding: 415420 (+5)

0.22% more ownership

Funds ownership: 47.2%47.42% (+0.22%)

9% less capital invested

Capital invested by funds: $2.72B → $2.47B (-$255M)

Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
5.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
45
Increased
135
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
201
Osterweis Capital Management
California
$582K
DADC
202
D.A. Davidson & Co
Montana
$581K
EWA
203
EP Wealth Advisors
California
$573K +$2.12K +21 +0.3%
NAMP
204
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$571K
GWM
205
Geneos Wealth Management
Colorado
$568K +$284K +2,810 +81%
SF
206
Synovus Financial
Georgia
$561K -$35.9K -355 -5%
EB
207
Eastern Bank
Massachusetts
$560K -$42.4K -420 -6%
KV
208
Kickstand Ventures
New York
$558K +$178K +1,763 +40%
Franklin Resources
209
Franklin Resources
California
$556K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$550K -$12.7K -126 -2%
FOR
211
Family Office Research
Maryland
$540K -$8.38K -83 -1%
RW
212
Ridgeline Wealth
Arizona
$540K
CA
213
Clearstead Advisors
Ohio
$538K -$8.48K -84 -1%
BG
214
Bollard Group
Massachusetts
$535K +$202 +2 +0%
SB
215
Strategic Blueprint
Georgia
$531K +$157K +1,553 +36%
SWA
216
SOA Wealth Advisors
New York
$524K +$303 +3 +0.1%
SEP
217
Southland Equity Partners
Missouri
$521K +$45.2K +448 +8%
TCM
218
Tufton Capital Management
Maryland
$517K
Bank of New York Mellon
219
Bank of New York Mellon
New York
$513K -$196K -1,937 -25%
SW
220
SteelPeak Wealth
California
$509K -$37.7M -373,562 -99%
BCM
221
Becker Capital Management
Oregon
$508K
CIA
222
Concurrent Investment Advisors
Florida
$501K -$44K -436 -7%
KIG
223
Kennedy Investment Group
New Jersey
$497K +$94.8K +939 +21%
EWM
224
Empirical Wealth Management
Washington
$485K
SSWM
225
Strait & Sound Wealth Management
California
$480K +$227K +2,248 +74%

IGM Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2025, worth a combined $2.47B — down 9.4% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGM positions and 35 closed out — a net gain of 10 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $25M. The largest seller was SteelPeak Wealth, cutting an estimated $37.7M.

  • 420 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $2.47B of iShares Expanded Tech Sector ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 45 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2025 and 35 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $25M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2025.