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iShares Expanded Tech Sector ETF

288 hedge funds and large institutions have $173B invested in iShares Expanded Tech Sector ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,040% more capital invested

Capital invested by funds: $1.56B → $173B (+$172B)

142% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.12M

102.88% more ownership

Funds ownership: 239.4%342.29% (+103%)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

5% more funds holding

Funds holding: 273288 (+15)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
288
Holders Change
+15
Holders Change %
+5.49%
% of All Funds
4.54%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
50
Increased
76
Reduced
80
Closed
31
Calls
$7.54M
Puts
$3.12M
Net Calls
+$4.42M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$171B
Bank of America
2
Bank of America
North Carolina
$384M +$229M +3,560,376 +150%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$255M +$237M +3,675,816 +1,429%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$231M +$224M +3,476,382 +3,653%
RJA
5
Raymond James & Associates
Florida
$212M +$186M +2,890,998 +757%
Truist Financial
6
Truist Financial
North Carolina
$193M +$177M +2,748,516 +1,182%
EH
7
Equitable Holdings
New York
$178M -$2.11M -32,736 -1%
Morgan Stanley
8
Morgan Stanley
New York
$121M +$7M +108,708 +6%
SEIA
9
Signature Estate & Investment Advisors
California
$67M +$2.81M +43,704 +4%
DWM
10
Destination Wealth Management
California
$63.2M +$140K +2,178 +0.2%
Cerity Partners
11
Cerity Partners
New York
$62.9M -$769K -11,952 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$56.3M +$3.74M +58,050 +7%
LPL Financial
13
LPL Financial
California
$40.2M +$2.23M +34,584 +6%
UBS Group
14
UBS Group
Switzerland
$36.2M +$1.83M +28,464 +5%
BDWM
15
Brewin Dolphin Wealth Management
Ireland
$25.4M +$467K +7,260 +2%
AssetMark Inc
16
AssetMark Inc
California
$21.6M +$21.5M +334,236 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$21.3M -$1.46M -22,686 -6%
TIA
18
Traphagen Investment Advisors
New Jersey
$20.1M +$1.09M +17,004 +6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$19.5M +$12.3M +190,488 +173%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18.5M +$73K +1,134 +0.4%
SCA
21
Stuart Chaussee & Associates
California
$16.7M -$282K -4,380 -2%
Wells Fargo
22
Wells Fargo
California
$16.3M +$2.71M +42,114 +20%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$16.1M +$13M +201,288 +426%
Ameriprise
24
Ameriprise
Minnesota
$15M -$3.64M -56,550 -20%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.4M +$8.68M +134,892 +154%

IGM Hedge Fund Activity: Q1 2022 in Review

288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2022, worth a combined $173B — up 11,040% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 31 closed out — a net gain of 19 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $237M. The largest seller was GM Advisory Group, cutting an estimated $39.7M.

  • 288 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2022, up from 273 in Q4 2021.
  • Funds reported $173B of iShares Expanded Tech Sector ETF stock for Q1 2022, up 11,040% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2022 and 31 closed out, a net change of +19 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $237M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2022 was GM Advisory Group, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2022.