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iShares Expanded Tech Sector ETF

273 hedge funds and large institutions have $1.56B invested in iShares Expanded Tech Sector ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$109M)

7% more funds holding

Funds holding: 254273 (+19)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.33% more ownership

Funds ownership: 239.07%239.4% (+0.33%)

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 80

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
46
Increased
54
Reduced
80
Closed
24
Calls
$13.2M
Puts
$4M
Net Calls
+$9.19M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$204M
Bank of America
2
Bank of America
North Carolina
$174M -$7.34M -102,144 -4%
Morgan Stanley
3
Morgan Stanley
New York
$129M +$8.01M +111,384 +7%
Cerity Partners
4
Cerity Partners
New York
$72.7M +$83.6M +1,163,598 New
SEIA
5
Signature Estate & Investment Advisors
California
$72.5M -$5.17K -72 -0%
DWM
6
Destination Wealth Management
California
$71.2M -$650K -9,048 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$59.4M -$11.8M -164,616 -17%
GAG
8
GM Advisory Group
New York
$57.3M +$3.52M +48,912 +7%
LPL Financial
9
LPL Financial
California
$42.8M -$422K -5,868 -1%
UBS Group
10
UBS Group
Switzerland
$38.8M +$3.16M +44,004 +9%
BDWM
11
Brewin Dolphin Wealth Management
Ireland
$28.2M -$1.71M -23,760 -6%
RJA
12
Raymond James & Associates
Florida
$27.9M +$237K +3,294 +0.9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$25.7M +$1.67M +23,280 +7%
Ameriprise
14
Ameriprise
Minnesota
$21.6M +$325K +4,518 +2%
TIA
15
Traphagen Investment Advisors
New Jersey
$21.4M +$376K +5,232 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$20.9M +$376K +5,232 +2%
SCA
17
Stuart Chaussee & Associates
California
$19.2M -$1.19M -16,548 -6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$18.8M -$254K -3,540 -1%
Truist Financial
19
Truist Financial
North Carolina
$17M +$683K +9,504 +4%
Wells Fargo
20
Wells Fargo
California
$15.3M +$2.14M +29,832 +17%
MC
21
Mathes Company
New York
$14.8M -$17.2K -240 -0.1%
Goldman Sachs
22
Goldman Sachs
New York
$13.6M +$2.08M +28,992 +19%
Citadel Advisors
23
Citadel Advisors
Florida
$13.1M +$10.5M +146,730 +451%
KFS
24
Kelly Financial Services
Massachusetts
$11.8M -$257K -3,576 -2%
LFS
25
Legacy Financial Strategies
Kansas
$11.5M +$81.5K +1,134 +0.7%

IGM Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2021, worth a combined $1.56B — up 7.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IGM positions and 24 closed out — a net gain of 22 holders — while 54 added to existing stakes and 80 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $83.6M. The largest seller was Royal Bank of Canada, cutting an estimated $11.8M.

  • 273 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $1.56B of iShares Expanded Tech Sector ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 46 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2021 and 24 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2021 was Cerity Partners, an estimated $83.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.