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iShares Expanded Tech Sector ETF

420 hedge funds and large institutions have $2.47B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $662K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

1% more funds holding

Funds holding: 415420 (+5)

0.22% more ownership

Funds ownership: 47.2%47.42% (+0.22%)

9% less capital invested

Capital invested by funds: $2.72B → $2.47B (-$255M)

Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
5.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
45
Increased
135
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$269M +$5.61M +55,519 +2%
Morgan Stanley
2
Morgan Stanley
New York
$206M -$7.83M -77,510 -3%
SEIA
3
Signature Estate & Investment Advisors
California
$172M +$4.3M +42,534 +2%
EH
4
Equitable Holdings
New York
$162M -$6.14M -60,801 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$114M +$3.81M +37,750 +3%
LPL Financial
6
LPL Financial
California
$105M -$230K -2,282 -0.2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$105M -$2.68M -26,492 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$82.5M +$12.6M +124,264 +16%
Cerity Partners
9
Cerity Partners
New York
$81.7M +$138K +1,365 +0.2%
DWM
10
Destination Wealth Management
California
$58.6M +$504K +4,988 +0.8%
Raymond James Financial
11
Raymond James Financial
Florida
$58.3M +$1.06M +10,531 +2%
Ameriprise
12
Ameriprise
Minnesota
$57.8M +$434K +4,300 +0.7%
GF
13
Gray Foundation
New York
$50.7M
UBS Group
14
UBS Group
Switzerland
$40.7M +$2.53M +25,059 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$38.9M +$13.4M +133,142 +45%
Wells Fargo
16
Wells Fargo
California
$38.8M +$2.66M +26,353 +7%
OCBCO
17
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M +$22.3M +221,155 +182%
PS
18
Portfolio Strategies
New York
$27.8M +$743K +7,359 +2%
LFS
19
Legacy Financial Strategies
Kansas
$23.5M +$627K +6,204 +2%
Two Sigma Investments
20
Two Sigma Investments
New York
$22.4M +$25M +247,500 New
AF
21
Allworth Financial
California
$22.4M -$661K -6,541 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$21.4M +$8.63M +85,483 +57%
SCA
23
Stuart Chaussee & Associates
California
$20.8M -$205K -2,034 -0.9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19.9M -$5.13M -50,783 -19%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$18.9M +$5.41M +53,568 +34%

IGM Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2025, worth a combined $2.47B — down 9.4% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGM positions and 35 closed out — a net gain of 10 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $25M. The largest seller was SteelPeak Wealth, cutting an estimated $37.7M.

  • 420 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $2.47B of iShares Expanded Tech Sector ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 45 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2025 and 35 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $25M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2025.