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iShares Expanded Tech Sector ETF

254 hedge funds and large institutions have $1.45B invested in iShares Expanded Tech Sector ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $2.76M

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

2% less capital invested

Capital invested by funds: $1.48B → $1.45B (-$34.5M)

4% less funds holding

Funds holding: 264254 (-10)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

804.05% less ownership

Funds ownership: 1,043.12%239.07% (-804%)

Holders
254
Holders Change
-10
Holders Change %
-3.79%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
15
Increased
71
Reduced
68
Closed
20
Calls
$8.36M
Puts
$2.76M
Net Calls
+$5.6M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$187M -$4.38M -63,000 -2%
Bank of America
2
Bank of America
North Carolina
$166M +$384K +5,520 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$111M -$71.3K -1,026 -0.1%
SEIA
4
Signature Estate & Investment Advisors
California
$66.7M -$1.78M -25,560 -3%
BJ
5
Brouwer & Janachowski
California
$66.2M +$79.2K +1,140 +0.1%
DWM
6
Destination Wealth Management
California
$66.1M -$1.85M -26,622 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$65.6M +$7.2M +103,638 +12%
GAG
8
GM Advisory Group
New York
$49.4M +$1.64M +23,592 +3%
LPL Financial
9
LPL Financial
California
$39.8M +$3.74M +53,826 +10%
UBS Group
10
UBS Group
Switzerland
$32.7M -$4.85M -69,768 -13%
BDWM
11
Brewin Dolphin Wealth Management
Ireland
$27.5M +$740K +10,644 +3%
RJA
12
Raymond James & Associates
Florida
$25.5M -$265K -3,816 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$22.1M -$427K -6,138 -2%
TIA
14
Traphagen Investment Advisors
New Jersey
$19.4M +$908K +13,068 +5%
Ameriprise
15
Ameriprise
Minnesota
$19M -$215K -3,090 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$18.8M +$234K +3,372 +1%
SCA
17
Stuart Chaussee & Associates
California
$18.8M -$31.3K -450 -0.2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$17.5M +$5.86M +84,300 +48%
Truist Financial
19
Truist Financial
North Carolina
$15M +$224K +3,228 +1%
MC
20
Mathes Company
New York
$13.6M -$10.4K -150 -0.1%
SI
21
Stephens Inc
Arkansas
$13M -$30K -432 -0.2%
Wells Fargo
22
Wells Fargo
California
$12.1M +$385K +5,532 +3%
BOS
23
Bingham Osborn & Scarborough
California
$11.6M -$25.4K -366 -0.2%
KFS
24
Kelly Financial Services
Massachusetts
$11.1M -$4.87B -70,048,260 -100%
B
25
Bailard
California
$10.8M -$555K -7,980 -5%

IGM Hedge Fund Activity: Q3 2021 in Review

254 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2021, worth a combined $1.45B — down 2.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IGM and 15 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 71 added.

The largest buyer was Royal Bank of Canada, adding an estimated $7.2M. The largest seller was Kelly Financial Services, cutting an estimated $4.87B.

  • 254 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2021, down from 264 in Q2 2021.
  • Funds reported $1.45B of iShares Expanded Tech Sector ETF stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 15 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2021 and 20 closed out, a net change of -5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $7.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2021 was Kelly Financial Services, an estimated $4.87B sold.

Based on aggregated 13F filings for Q3 2021.