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iShares Expanded Tech Sector ETF

382 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

59% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $2.65M

23% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.31B → $2.46B (+$142M)

4% more funds holding

Funds holding: 368382 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.46% less ownership

Funds ownership: 46.36%45.9% (-0.46%)

Holders
382
Holders Change
+14
Holders Change %
+3.8%
% of All Funds
5.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
38
Increased
125
Reduced
102
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.56M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$273M +$2.42M +26,218 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$204M +$14.8M +160,475 +8%
EH
3
Equitable Holdings
New York
$189M -$3.63M -39,324 -2%
SEIA
4
Signature Estate & Investment Advisors
California
$178M +$6.64M +71,852 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$116M +$1.47M +15,862 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$115M +$43.5M +471,204 +65%
Cerity Partners
7
Cerity Partners
New York
$94.9M +$66.5K +720 +0.1%
LPL Financial
8
LPL Financial
California
$86M +$2.52M +27,322 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$70.6M +$8.14M +88,089 +14%
DWM
10
Destination Wealth Management
California
$64.2M -$282K -3,055 -0.5%
Ameriprise
11
Ameriprise
Minnesota
$58.6M -$18.1M -196,326 -24%
GF
12
Gray Foundation
New York
$50.1M
Wells Fargo
13
Wells Fargo
California
$42.9M +$1.1M +11,851 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40.7M +$10.3M +111,158 +35%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$40.4M +$39M +421,471 New
UBS Group
16
UBS Group
Switzerland
$39.2M +$768K +8,305 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$32.2M -$8.53M -92,286 -22%
PS
18
Portfolio Strategies
New York
$29.2M -$381K -4,120 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.5M +$3.3M +35,700 +14%
RJA
20
Raymond James & Associates
Florida
$27.3M -$1.4M -15,129 -5%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$24.6M -$370K -4,000 -2%
LFS
22
Legacy Financial Strategies
Kansas
$23.6M -$1.54M -16,683 -6%
SCA
23
Stuart Chaussee & Associates
California
$22.3M -$219K -2,370 -1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$19.9M +$75.8K +820 +0.4%
Truist Financial
25
Truist Financial
North Carolina
$19M +$8.03M +86,923 +78%

IGM Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2024, worth a combined $2.46B — up 6.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IGM positions and 21 closed out — a net gain of 17 holders — while 125 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.5M. The largest seller was Ameriprise, cutting an estimated $18.1M.

  • 382 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $2.46B of iShares Expanded Tech Sector ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 38 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2024 was Bank of Montreal, an estimated $43.5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2024 was Ameriprise, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.