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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$97.13 +0.47 (+0.49%)
As of 01:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
286
Total
Institutional Inflows
(last 12 months)
$973.33M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$211.08M
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IGM Institutional Buying and Selling by Quarter

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iShares Expanded Tech Sector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP155,388$15.86M0.0%-63.1%0.272%
3/17/2025 Wealth Enhancement Advisory Services LLC46,676$4.77M0.0%+114.3%0.081%
3/12/2025 Centaurus Financial Inc.3,049$311K0.0%+101.9%0.005%
3/6/2025 Copia Wealth Management11,710$1.20M1.1%N/A0.020%
2/25/2025 B. Riley Wealth Advisors Inc.34,742$3.55M0.1%+15.7%0.069%
2/24/2025 Ameriflex Group Inc.1,203$126K0.1%N/A0.002%
2/21/2025 Vermillion Wealth Management Inc.680$69K0.0%N/A0.001%
2/18/2025 Strait & Sound Wealth Management LLC3,051$311K0.1%+7.4%0.006%
2/18/2025 Sunbelt Securities Inc.5,056$521K0.0%+142.8%0.010%
2/18/2025 Fourth Dimension Wealth LLC1,978$202K0.1%N/A0.004%
2/18/2025 Harmony Asset Management LLC14,237$1.45M0.6%-32.7%0.028%
2/17/2025 Waverly Advisors LLC3,504$358K0.0%+3.6%0.007%
2/17/2025 Willis Johnson & Associates Inc.8,198$837K0.1%+1.9%0.016%
2/17/2025 Stuart Chaussee & Associates Inc.231,592$23.64M5.9%-0.3%0.460%
2/17/2025 Snowden Capital Advisors LLC4,626$472K0.0%+17.9%0.009%
2/17/2025 Royal Bank of Canada1,221,272$124.68M0.0%+1.0%2.423%
2/17/2025 Northeast Financial Consultants Inc113,796$11.62M0.5%-1.3%0.226%
2/17/2025 KKM Financial LLC53,112$5.49M2.3%+39.4%0.105%
2/17/2025 Focus Partners Wealth6,495$663K0.0%+15.1%0.013%
2/17/2025 EP Wealth Advisors LLC6,301$643K0.0%+11.6%0.013%
2/17/2025 Cresset Asset Management LLC13,158$1.34M0.0%-45.7%0.026%
2/17/2025 Cetera Investment Advisers75,614$7.72M0.0%+36.9%0.150%
2/17/2025 Captrust Financial Advisors23,081$2.36M0.0%+0.7%0.046%
2/17/2025 Baker Avenue Asset Management LP66,892$6.83M0.2%+14.8%0.133%
2/17/2025 Bank of America Corp DE2,912,934$297.38M0.0%+2.5%5.780%
2/17/2025 Ameriprise Financial Inc.632,889$64.62M0.0%+3.9%1.256%
2/17/2025 Aptus Capital Advisors LLC260$27K0.0%N/A0.001%
2/17/2025 Asset Management Group Inc.58,728$6.00M1.1%-1.6%0.117%
2/17/2025 AlTi Global Inc.9,341$954K0.0%-14.1%0.019%
2/14/2025 Mercer Global Advisors Inc. ADV25,439$2.60M0.0%+22.4%0.050%
2/14/2025 Navigoe LLC540$55K0.1%N/A0.001%
2/14/2025 Northern Trust Corp12,792$1.31M0.0%-1.3%0.025%
2/14/2025 The Manufacturers Life Insurance Company 55,921$5.71M0.0%+154.2%0.111%
2/14/2025 Beacon Pointe Advisors LLC11,042$1.13M0.0%N/A0.022%
2/14/2025 Integrated Wealth Concepts LLC5,784$590K0.0%+4.6%0.011%
2/14/2025 IHT Wealth Management LLC31,104$3.18M0.1%-3.1%0.062%
2/14/2025 Stifel Financial Corp178,969$18.27M0.0%+1.8%0.355%
2/14/2025 OneDigital Investment Advisors LLC18,948$1.93M0.0%-4.7%0.038%
2/14/2025 MML Investors Services LLC17,621$1.80M0.0%+29.1%0.035%
2/14/2025 First Trust Advisors LP59,283$6.05M0.0%+4.5%0.118%
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2/14/2025 Commerce Bank4,803$490K0.0%-2.7%0.010%
2/14/2025 Concourse Financial Group Securities Inc.13,233$1.42M0.1%+43.5%0.026%
2/13/2025 Osterweis Capital Management Inc.9,464$966K0.0%-31.6%0.019%
2/13/2025 NewEdge Advisors LLC77,016$7.86M0.0%-0.4%0.153%
2/13/2025 Kane Investment Management Inc.7,603$776K0.4%N/A0.015%
2/13/2025 Campion Asset Management34,336$3.51M2.6%-2.0%0.068%
2/13/2025 Mariner LLC146,458$14.95M0.0%+7.9%0.291%
2/13/2025 Barclays PLC1,200$123K0.0%N/A0.002%
2/13/2025 Dynamic Wealth Strategies LLC65,812$6.72M6.0%+0.6%0.131%
2/13/2025 SageView Advisory Group LLC2,992$305K0.0%+5.5%0.006%
2/13/2025 Bragg Financial Advisors Inc2,044$209K0.0%N/A0.004%
2/13/2025 Sagespring Wealth Partners LLC11,091$1.13M0.0%N/A0.022%
2/13/2025 Rockefeller Capital Management L.P.45,266$4.62M0.0%+5.7%0.090%
2/13/2025 Family Office Research LLC6,037$616K0.3%N/A0.012%
2/13/2025 Scotia Capital Inc.66,913$6.83M0.0%+4.6%0.133%
2/13/2025 Advisory Services Network LLC50,970$5.20M0.1%+39.2%0.101%
2/13/2025 Renaissance Technologies LLC13,100$1.34M0.0%+495.5%0.026%
2/13/2025 Bank of Montreal Can1,181,553$120.63M0.1%-1.5%2.344%
2/13/2025 Cerity Partners LLC900,243$91.91M0.2%-9.0%1.786%
2/13/2025 Envestnet Asset Management Inc.270,674$27.63M0.0%-36.2%0.537%
2/13/2025 Wells Fargo & Company MN401,343$40.97M0.0%-8.0%0.796%
2/13/2025 Smith Moore & CO.17,924$1.83M0.2%-0.8%0.036%
2/12/2025 Thoroughbred Financial Services LLC1,966$200K0.0%N/A0.004%
2/12/2025 Guidance Point Advisors LLC3,826$391K0.1%+43.3%0.008%
2/12/2025 Milestone Investment Advisors LLC36,402$3.72M1.0%+8.9%0.072%
2/12/2025 Kesler Norman & Wride LLC7,959$813K0.2%+27.2%0.016%
2/12/2025 RFG Bristol Wealth Advisors LLC151,132$15.43M5.1%N/A0.300%
2/12/2025 National Bank of Canada FI21,512$2.20M0.0%-1.8%0.043%
2/12/2025 Meridian Investment Counsel Inc.37,230$3.80M1.1%-5.0%0.074%
2/12/2025 Alliancebernstein L.P.18,959$1.94M0.0%-34.0%0.038%
2/12/2025 Hazlett Burt & Watson Inc.10,111$1.03M0.5%+4.0%0.020%
2/12/2025 Wellington Management Group LLP155,388$15.86M0.0%-63.1%0.308%
2/12/2025 O Shaughnessy Asset Management LLC6,504$664K0.0%+10.3%0.013%
2/12/2025 Walled Lake Planning & Wealth Management LLC7,021$717K0.3%+4.1%0.014%
2/12/2025 Physician Wealth Advisors Inc.505$52K0.0%N/A0.001%
2/12/2025 Biondo Investment Advisors LLC6,390$652K0.1%+14.8%0.013%
2/12/2025 Orion Portfolio Solutions LLC2,503$256K0.0%N/A0.005%
2/12/2025 Howe & Rusling Inc.363$37K0.0%N/A0.001%
2/12/2025 JPMorgan Chase & Co.785,114$80.15M0.0%+6.8%1.558%
2/12/2025 Tyler Stone Wealth Management17,519$1.79M0.3%+10.7%0.035%
2/12/2025 Financial Engines Advisors L.L.C.2,998$306K0.0%+42.4%0.006%
2/12/2025 Journey Beyond Wealth LLC23,337$2.38M2.2%N/A0.046%
2/11/2025 Signature Estate & Investment Advisors LLC1,855,454$189.42M4.7%+0.0%3.681%
2/11/2025 Houlihan Financial Resource Group Ltd.18,729$1.91M0.8%+1.1%0.037%
2/11/2025 LPL Financial LLC1,161,225$118.55M0.0%+29.6%2.304%
2/11/2025 Whittier Trust Co.847$86K0.0%-53.9%0.002%
2/11/2025 OLD Point Trust & Financial Services N A300$31K0.0%N/A0.001%
2/11/2025 GM Advisory Group LLC98,900$10.10M0.6%-0.5%0.196%
2/11/2025 OVERSEA CHINESE BANKING Corp Ltd121,435$12.40M0.3%+84.8%0.241%
2/10/2025 TCTC Holdings LLC1,233$126K0.0%N/A0.002%
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2/10/2025 Harbour Investments Inc.1,851$189K0.0%+8.5%0.004%
2/10/2025 Envestnet Portfolio Solutions Inc.2,151$220K0.0%-6.9%0.004%
2/10/2025 Family Firm Inc.12,229$1.25M0.2%-1.6%0.024%
2/10/2025 Commonwealth Equity Services LLC296,086$30.23M0.0%+3.2%0.587%
2/10/2025 Avantax Advisory Services Inc.20,356$2.08M0.0%+28.1%0.040%
2/10/2025 Farther Finance Advisors LLC1,889$193K0.0%+46.5%0.004%
2/7/2025 Moors & Cabot Inc.3,449$352K0.0%-43.0%0.007%
2/7/2025 Morling Financial Advisors LLC289$30K0.0%N/A0.001%
2/7/2025 Independent Advisor Alliance105,954$10.82M0.1%+3,103.9%0.210%
2/7/2025 Midland Wealth Advisors LLC37,365$3.82M0.2%-49.2%0.074%
(Data available from 1/1/2016 forward)

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IGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGM shares?

During the previous two years, 377 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Bank of America Corp DE ($297.38M), Signature Estate & Investment Advisors LLC ($189.42M), Equitable Holdings Inc. ($139.07M), Royal Bank of Canada ($124.68M), Bank of Montreal Can ($120.63M), LPL Financial LLC ($118.55M), and Cerity Partners LLC ($91.91M).Learn more on IGM's institutional investors.

Which institutional investors have been buying iShares Expanded Tech Sector ETF stock?

Of the 349 institutional investors that purchased iShares Expanded Tech Sector ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Signature Estate & Investment Advisors LLC ($1.68M), Bank of Montreal Can ($686.48K), Raymond James Financial Inc. ($631.98K), Gray Foundation ($559.12K), SteelPeak Wealth LLC ($534.55K), Wellington Management Group LLP ($421.47K), and LPL Financial LLC ($407.94K).

How much institutional buying is happening at iShares Expanded Tech Sector ETF?

Institutional investors have bought a total of 11,744,354 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Which iShares Expanded Tech Sector ETF major shareholders have been selling company stock?

Of the 159 institutional investors that sold iShares Expanded Tech Sector ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($532.17K), Bank of Montreal Can ($475.59K), GM Advisory Group LLC ($196.59K), Envestnet Asset Management Inc. ($153.86K), SteelPeak Wealth LLC ($132.67K), Avestar Capital LLC ($94.01K), and Cerity Partners LLC ($89.37K).

How much institutional selling is happening at iShares Expanded Tech Sector ETF?

Institutional investors have sold a total of 2,345,588 shares in the last 24 months. This volume of shares sold represents approximately $224.01M in transactions.



This page (NYSEARCA:IGM) was last updated on 3/25/2025 by MarketBeat.com Staff
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