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iShares Expanded Tech Sector ETF

252 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech Sector ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.66M

8% less funds holding

Funds holding: 274252 (-22)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

30% less capital invested

Capital invested by funds: $2.13B → $1.48B (-$645M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

53.45% less ownership

Funds ownership: 371.72%318.27% (-53%)

Holders
252
Holders Change
-22
Holders Change %
-8.03%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
17
Increased
61
Reduced
99
Closed
35
Calls
$3.35M
Puts
$1.66M
Net Calls
+$1.69M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$223M -$49.2M -933,660 -16%
EH
2
Equitable Holdings
New York
$127M -$5.22M -99,000 -3%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$100M -$98.3M -1,865,334 -46%
RJA
4
Raymond James & Associates
Florida
$94.9M -$83.9M -1,591,752 -44%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$91.3M -$99.6M -1,890,342 -49%
Morgan Stanley
6
Morgan Stanley
New York
$83.2M -$3.54M -67,182 -4%
Truist Financial
7
Truist Financial
North Carolina
$75M -$81.8M -1,552,410 -49%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$72.5M +$18.1M +344,166 +28%
WA
9
WestEnd Advisors
North Carolina
$66.8M -$72.2M -1,369,242 -49%
SEIA
10
Signature Estate & Investment Advisors
California
$54.4M +$1.83M +34,752 +3%
DWM
11
Destination Wealth Management
California
$46.7M +$1.46M +27,768 +3%
LPL Financial
12
LPL Financial
California
$25.5M -$1.54M -29,190 -5%
Goldman Sachs
13
Goldman Sachs
New York
$19.6M +$6.92M +131,274 +45%
UBS Group
14
UBS Group
Switzerland
$19M -$1.94M -36,768 -8%
Victory Capital Management
15
Victory Capital Management
Texas
$17.9M +$18.9M +358,512 +1,222%
TIA
16
Traphagen Investment Advisors
New Jersey
$16.3M +$857K +16,266 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$15.5M -$17.2M -326,220 -49%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$14.7M +$12.6K +240 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$13.1M +$375K +7,110 +3%
Wells Fargo
20
Wells Fargo
California
$12.5M -$685K -13,002 -5%
SCA
21
Stuart Chaussee & Associates
California
$11.7M -$102K -1,926 -0.8%
LFS
22
Legacy Financial Strategies
Kansas
$9.78M +$1.15M +21,816 +11%
AWM
23
AE Wealth Management
Kansas
$9.53M +$1.9M +36,054 +21%
Ameriprise
24
Ameriprise
Minnesota
$9.42M -$7.35M -139,548 -41%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$9.14M -$5.38M -102,090 -34%

IGM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2022, worth a combined $1.48B — down 30% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IGM and 17 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 61 added.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Envestnet Asset Management, cutting an estimated $99.6M.

  • 252 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2022, down from 274 in Q2 2022.
  • Funds reported $1.48B of iShares Expanded Tech Sector ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2022 and 35 closed out, a net change of -18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2022 was Victory Capital Management, an estimated $18.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2022.