iShares Expanded Tech Sector ETF
418 hedge funds and large institutions have $2.73B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 101 reducing their positions, and 18 closing their positions.
2,010% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $694K
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
160% more capital inflows, than outflows
Capital inflows: $304M | Capital outflows: $117M
34% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 101
9% more funds holding
Funds holding: 384 → 418 (+34)
1.33% more ownership
Funds ownership: 45.92% → 47.25% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SteelPeak Wealth
Woodland Hills,
California
|
+$37.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$26.6M |
| 3 |
Allworth Financial
Folsom,
California
|
+$25.4M |
| 4 |
Morgan Stanley
New York
|
+$22.7M |
| 5 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$12.2M |
| 4 |
Equitable Holdings
New York
|
-$12M |
| 5 |
Cerity Partners
New York
|
-$8.98M |
IGM Hedge Fund Activity: Q4 2024 in Review
418 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.73B — up 11% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IGM positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 101 trimmed.
The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.
- 418 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 384 in Q3 2024.
- Funds reported $2.73B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 62 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +44 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q4 2024 was SteelPeak Wealth, an estimated $37.2M added.
- The largest iShares Expanded Tech Sector ETF seller in Q4 2024 was Wellington Management Group, an estimated $26.7M sold.
Based on aggregated 13F filings for Q4 2024.