iShares Expanded Tech Sector ETF
321 hedge funds and large institutions have $1.8B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.
48,800% more call options, than puts
Call options by funds: $1.47M | Put options by funds: $3K
338% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 13
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
30% more capital invested
Capital invested by funds: $1.38B → $1.8B (+$421M)
23.11% more ownership
Funds ownership: 264.04% → 287.14% (+23%)
13% more funds holding
Funds holding: 283 → 321 (+38)
13% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$61.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$26.8M |
| 3 |
JP Morgan Chase
New York
|
+$24.7M |
| 4 |
Morgan Stanley
New York
|
+$14M |
| 5 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$9.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$9.74M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.46M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.84M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$4.28M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.51M |
IGM Hedge Fund Activity: Q4 2023 in Review
321 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2023, worth a combined $1.8B — up 30% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IGM positions and 13 closed out — a net gain of 44 holders — while 85 added to existing stakes and 75 trimmed.
The largest buyer was Cerity Partners, adding an estimated $61.3M. The largest seller was Wolverine Trading, exiting entirely with an estimated $9.74M sold.
- 321 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2023, up from 283 in Q3 2023.
- Funds reported $1.8B of iShares Expanded Tech Sector ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 57 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2023 and 13 closed out, a net change of +44 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q4 2023 was Cerity Partners, an estimated $61.3M added.
- The largest iShares Expanded Tech Sector ETF seller in Q4 2023 was Wolverine Trading, an estimated $9.74M sold.
Based on aggregated 13F filings for Q4 2023.