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iShares Expanded Tech Sector ETF

241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,929% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $217K

0% more capital invested

Capital invested by funds: $1.39B → $1.4B (+$6.7M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0% less funds holding

Funds holding: 242241 (-1)

2.18% less ownership

Funds ownership: 262.76%260.57% (-2.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
20
Increased
60
Reduced
83
Closed
20
Calls
$23.9M
Puts
$217K
Net Calls
+$23.7M
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$177M -$297K -4,962 -0.2%
Bank of America
2
Bank of America
North Carolina
$154M -$11.9M -199,638 -7%
Morgan Stanley
3
Morgan Stanley
New York
$98.9M +$218K +3,648 +0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$82.7M +$8.89M +148,674 +12%
DWM
5
Destination Wealth Management
California
$61.8M -$2.69M -44,964 -4%
SEIA
6
Signature Estate & Investment Advisors
California
$60.7M +$2.24M +37,482 +4%
BJ
7
Brouwer & Janachowski
California
$58.4M +$1.27M +21,306 +2%
JWM
8
JGP Wealth Management
Oregon
$41.8M +$282K +4,710 +0.7%
SCA
9
Stuart Chaussee & Associates
California
$41.3M -$120K -2,004 -0.3%
UBS Group
10
UBS Group
Switzerland
$34.8M -$478K -7,992 -1%
LPL Financial
11
LPL Financial
California
$31.4M +$8.13M +135,882 +35%
Goldman Sachs
12
Goldman Sachs
New York
$24.8M -$462K -7,716 -2%
RJA
13
Raymond James & Associates
Florida
$23.3M -$165K -2,760 -0.7%
BDWM
14
Brewin Dolphin Wealth Management
Ireland
$23.2M +$704K +11,766 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$21.7M -$1.05M -17,538 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$18.8M -$1.5M -25,032 -7%
Ameriprise
17
Ameriprise
Minnesota
$17.9M +$465K +7,782 +3%
TIA
18
Traphagen Investment Advisors
New Jersey
$17.2M -$4.5M -75,198 -21%
Wells Fargo
19
Wells Fargo
California
$14.8M -$15.1M -251,850 -51%
Truist Financial
20
Truist Financial
North Carolina
$13.4M +$320K +5,358 +2%
MC
21
Mathes Company
New York
$12.4M -$184K -3,072 -1%
SI
22
Stephens Inc
Arkansas
$12.1M -$666K -11,142 -5%
BOS
23
Bingham Osborn & Scarborough
California
$11.1M -$289K -4,824 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$11M -$95.8K -1,602 -0.9%
B
25
Bailard
California
$10.5M -$96.2K -1,608 -0.9%

IGM Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.

Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.

  • 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
  • Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2021.