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iShares Expanded Tech Sector ETF
IGM

339 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $3.81M | Put options by funds: $1.16M

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

6% more funds holding

Funds holding: 320 → 339 (+19)

2% more capital invested

Capital invested by funds: $1.93B → $1.97B (+$46.4M)

5% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 102

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

261.27% less ownership

Funds ownership: 306.77% → 45.51% (-261%)

Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
102
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M

Top Buyers

1
PS
Portfolio Strategies
New York
+$18.4M
2
Bank of America
Bank of America
North Carolina
+$7.87M
3
NFC
Northeast Financial Consultants
Connecticut
+$6.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.92M
5
LPL Financial
LPL Financial
California
+$5.76M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$132M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$107M
3
EH
Equitable Holdings
New York
-$11.7M
4
Goldman Sachs
Goldman Sachs
New York
-$11.6M
5
AWM
AE Wealth Management
Kansas
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$241M +$7.87M +96,633 +4%
EH
2
Equitable Holdings
New York
$181M -$11.7M -144,112 -6%
Morgan Stanley
3
Morgan Stanley
New York
$146M -$132M -1,625,512 -49%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$104M -$107M -1,318,259 -53%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M -$2.28M -28,029 -2%
Cerity Partners
6
Cerity Partners
New York
$89.9M -$1.51M -18,579 -2%
SEIA
7
Signature Estate & Investment Advisors
California
$87M -$8.18M -100,371 -9%
LPL Financial
8
LPL Financial
California
$63.6M +$5.76M +70,692 +11%
DWM
9
Destination Wealth Management
California
$60.8M -$2.71M -33,222 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$57.5M +$2.29M +28,152 +4%
GF
11
Gray Foundation
New York
$45M – – –
Wells Fargo
12
Wells Fargo
California
$35.2M +$3.06M +37,597 +10%
UBS Group
13
UBS Group
Switzerland
$33.6M +$2.91M +35,740 +10%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$28M +$2.87M +35,200 +12%
Ameriprise
15
Ameriprise
Minnesota
$26.5M +$392K +4,816 +2%
RJA
16
Raymond James & Associates
Florida
$26.4M -$6.45M -79,226 -21%
GAG
17
GM Advisory Group
New York
$24.8M +$1.38M +16,987 +6%
PS
18
Portfolio Strategies
New York
$23.9M +$18.4M +225,767 +440%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$23.4M +$383K +4,701 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$23M +$2.62M +32,228 +14%
LFS
21
Legacy Financial Strategies
Kansas
$21.4M -$743K -9,126 -4%
SCA
22
Stuart Chaussee & Associates
California
$20.4M -$358K -4,398 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$17.6M -$3.06M -37,597 -16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$17.1M +$5.92M +72,740 +58%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$16.4M -$282K -3,467 -2%
1
2 3 4 5

IGM Hedge Fund Activity: Q1 2024 in Review

339 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2024, worth a combined $1.97B — up 2.4% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IGM positions and 20 closed out — a net gain of 22 holders — while 97 added to existing stakes and 102 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $18.4M. The largest seller was Morgan Stanley, cutting an estimated $132M.

  • 339 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2024, up from 320 in Q4 2023.
  • Funds reported $1.97B of iShares Expanded Tech Sector ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 42 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2024 and 20 closed out, a net change of +22 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2024 was Portfolio Strategies, an estimated $18.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2024 was Morgan Stanley, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2024.