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iShares Expanded Tech Sector ETF

368 hedge funds and large institutions have $2.31B invested in iShares Expanded Tech Sector ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $2.91M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 85

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more capital invested

Capital invested by funds: $1.97B → $2.31B (+$341M)

9% more funds holding

Funds holding: 339368 (+29)

0.85% more ownership

Funds ownership: 45.51%46.36% (+0.85%)

Holders
368
Holders Change
+29
Holders Change %
+8.55%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
50
Increased
115
Reduced
85
Closed
15
Calls
$18.3M
Puts
$2.91M
Net Calls
+$15.4M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$266M +$2.13M +24,374 +0.9%
EH
2
Equitable Holdings
New York
$189M -$8.73M -99,715 -5%
Morgan Stanley
3
Morgan Stanley
New York
$185M +$23.2M +265,382 +16%
SEIA
4
Signature Estate & Investment Advisors
California
$168M +$67.8M +774,192 +77%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$113M +$843K +9,630 +0.8%
Cerity Partners
6
Cerity Partners
New York
$93.3M -$4.78M -54,586 -5%
LPL Financial
7
LPL Financial
California
$81.9M +$11.4M +130,619 +18%
Ameriprise
8
Ameriprise
Minnesota
$76M +$43.6M +498,251 +162%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$69M -$40.1M -457,995 -39%
DWM
10
Destination Wealth Management
California
$63.4M -$2.93M -33,446 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$61M -$1.79M -20,489 -3%
GF
12
Gray Foundation
New York
$49.2M
Wells Fargo
13
Wells Fargo
California
$41.1M +$2.37M +27,099 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$40.3M +$13.7M +156,117 +57%
UBS Group
15
UBS Group
Switzerland
$37.8M +$997K +11,385 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$29.6M +$4.04M +46,106 +17%
PS
17
Portfolio Strategies
New York
$29.1M +$2.78M +31,694 +11%
RJA
18
Raymond James & Associates
Florida
$28.3M -$529K -6,038 -2%
GAG
19
GM Advisory Group
New York
$27.7M +$522K +5,958 +2%
LFS
20
Legacy Financial Strategies
Kansas
$25.3M +$1.26M +14,409 +6%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$24.7M -$5.6M -64,000 -20%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$23.7M +$5.39M +61,520 +32%
SCA
23
Stuart Chaussee & Associates
California
$22.1M -$186K -2,120 -0.9%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$19.5M +$204K +2,326 +1%
Goldman Sachs
25
Goldman Sachs
New York
$16.9M +$333K +3,799 +2%

IGM Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2024, worth a combined $2.31B — up 17% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGM positions and 15 closed out — a net gain of 35 holders — while 115 added to existing stakes and 85 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $67.8M. The largest seller was Bank of Montreal, cutting an estimated $40.1M.

  • 368 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $2.31B of iShares Expanded Tech Sector ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 50 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2024 and 15 closed out, a net change of +35 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $67.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2024 was Bank of Montreal, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2024.