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iShares Expanded Tech Sector ETF

274 hedge funds and large institutions have $2.13B invested in iShares Expanded Tech Sector ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.62M

29.43% more ownership

Funds ownership: 342.29%371.72% (+29%)

5% less funds holding

Funds holding: 288274 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

14% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 90

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

99% less capital invested

Capital invested by funds: $173B → $2.13B (-$171B)

Holders
274
Holders Change
-14
Holders Change %
-4.86%
% of All Funds
4.62%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
23
Increased
77
Reduced
90
Closed
36
Calls
$2.36M
Puts
$1.62M
Net Calls
+$743K
Net Calls Change
-$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$283M -$9.01M -164,232 -3%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$199M +$5.82M +106,056 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$190M +$16.5M +301,452 +8%
RJA
4
Raymond James & Associates
Florida
$179M +$20.8M +379,608 +12%
Truist Financial
5
Truist Financial
North Carolina
$156M +$10.9M +198,372 +7%
EH
6
Equitable Holdings
New York
$140M +$6.27M +114,336 +4%
WA
7
WestEnd Advisors
North Carolina
$138M +$155M +2,818,362 New
Morgan Stanley
8
Morgan Stanley
New York
$91.9M -$99.7K -1,818 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$60.3M +$19.7M +359,700 +41%
Cerity Partners
10
Cerity Partners
New York
$58.3M +$1.99M +36,300 +3%
SEIA
11
Signature Estate & Investment Advisors
California
$56.2M +$6.08M +110,862 +11%
DWM
12
Destination Wealth Management
California
$48.4M +$583K +10,638 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$32.5M +$24.1M +439,314 +198%
LPL Financial
14
LPL Financial
California
$28.6M -$2.08M -37,860 -6%
UBS Group
15
UBS Group
Switzerland
$22.1M -$6M -109,434 -20%
BDWM
16
Brewin Dolphin Wealth Management
Ireland
$19.2M -$107K -1,944 -0.5%
Ameriprise
17
Ameriprise
Minnesota
$16.7M +$6.08M +110,892 +48%
TIA
18
Traphagen Investment Advisors
New Jersey
$16.6M +$1.53M +27,894 +9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$15.6M -$567K -10,338 -3%
AssetMark Inc
20
AssetMark Inc
California
$15.6M -$881K -16,062 -5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$14.7M +$2.63K +48 +0%
Goldman Sachs
22
Goldman Sachs
New York
$14.5M +$6.46M +117,828 +67%
Wells Fargo
23
Wells Fargo
California
$13.9M +$1.78M +32,400 +13%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$13.6M -$553K -10,074 -4%
SCA
25
Stuart Chaussee & Associates
California
$12.6M -$87.5K -1,596 -0.6%

IGM Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2022, worth a combined $2.13B — down 99% from $173B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IGM and 23 opened new positions — a net loss of 13 holders — while 90 trimmed existing stakes and 77 added.

The largest buyer was WestEnd Advisors, opening a new position worth an estimated $155M. The largest seller was Susquehanna International Group, cutting an estimated $9.53M.

  • 274 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2022, down from 288 in Q1 2022.
  • Funds reported $2.13B of iShares Expanded Tech Sector ETF stock for Q2 2022, down 99% quarter-over-quarter.
  • 23 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2022 and 36 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2022 was WestEnd Advisors, an estimated $155M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2022 was Susquehanna International Group, an estimated $9.53M sold.

Based on aggregated 13F filings for Q2 2022.