We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

415 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,010% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $694K

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $2.46B → $2.72B (+$269M)

9% more funds holding

Funds holding: 382415 (+33)

1.3% more ownership

Funds ownership: 45.9%47.2% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
415
Holders Change
+33
Holders Change %
+8.64%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
134
Reduced
100
Closed
18
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$297M +$7.08M +70,407 +2%
Morgan Stanley
2
Morgan Stanley
New York
$240M +$22.7M +225,857 +11%
SEIA
3
Signature Estate & Investment Advisors
California
$189M +$34.1K +339 +0%
EH
4
Equitable Holdings
New York
$189M -$12M -119,072 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$125M +$1.18M +11,713 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$121M -$1.77M -17,593 -1%
LPL Financial
7
LPL Financial
California
$119M +$26.6M +265,134 +30%
Cerity Partners
8
Cerity Partners
New York
$91.9M -$8.98M -89,366 -9%
JP Morgan Chase
9
JP Morgan Chase
New York
$80.2M +$5M +49,750 +7%
DWM
10
Destination Wealth Management
California
$65.5M -$2.8M -27,838 -4%
Ameriprise
11
Ameriprise
Minnesota
$64.6M +$2.36M +23,490 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$64.5M +$63.5M +631,982 New
GF
13
Gray Foundation
New York
$57.1M +$3.72M +37,032 +7%
UBS Group
14
UBS Group
Switzerland
$43.3M +$1.52M +15,088 +4%
Wells Fargo
15
Wells Fargo
California
$41M -$4.61M -45,872 -10%
SW
16
SteelPeak Wealth
California
$38.7M +$37.2M +369,690 +3,896%
PS
17
Portfolio Strategies
New York
$30.6M -$545K -5,418 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$30.2M +$910K +9,049 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$27.6M -$15.5M -153,856 -36%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$27.5M +$1.01M +10,000 +4%
AF
21
Allworth Financial
California
$27M +$25.4M +252,342 +81,664%
LFS
22
Legacy Financial Strategies
Kansas
$25.9M +$753K +7,490 +3%
SCA
23
Stuart Chaussee & Associates
California
$23.6M -$68.7K -684 -0.3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$20.9M -$307K -3,054 -1%
Stifel Financial
25
Stifel Financial
Missouri
$18.3M +$313K +3,115 +2%

IGM Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2024, worth a combined $2.72B — up 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGM positions and 18 closed out — a net gain of 43 holders — while 134 added to existing stakes and 100 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $37.2M. The largest seller was Wellington Management Group, cutting an estimated $26.7M.

  • 415 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $2.72B of iShares Expanded Tech Sector ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2024 and 18 closed out, a net change of +43 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.