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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

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$104.95 +1.03 (+0.99%)
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
238
Total
Institutional Inflows
(last 12 months)
$756.36M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$107.67M
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IGM Institutional Buying and Selling by Quarter

iShares Expanded Tech Sector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Nikulski Financial Inc.17,298$1.77M0.5%+12.9%0.034%
1/21/2025CFS Investment Advisory Services LLC2,889$295K0.0%-5.2%0.006%
1/21/2025Patriot Investment Management Group Inc.1,999$204K0.0%N/A0.004%
1/21/2025Southland Equity Partners LLC5,303$541K0.1%+5.3%0.011%
1/17/2025 Apeiron RIA LLC1,977$202K0.1%N/A0.004%
1/17/2025 Janney Montgomery Scott LLC204,865$20.92M0.1%-1.5%0.406%
1/17/2025 Magnus Financial Group LLC2,233$228K0.0%N/A0.004%
1/17/2025 Traphagen Investment Advisors LLC32,778$3.35M0.3%-1.6%0.065%
1/17/2025 Simon Quick Advisors LLC18,573$1.90M0.1%+559.3%0.037%
1/17/2025 Atomi Financial Group Inc.3,524$360K0.0%+14.8%0.007%
1/17/2025 Great Waters Wealth Management2,040$208K0.0%N/A0.004%
1/17/2025 Transform Wealth LLC98,567$10.06M0.6%+6.5%0.196%
1/17/2025 Clear Harbor Asset Management LLC2,064$211K0.0%N/A0.004%
1/16/2025 Diversify Advisory Services LLC15,062$1.53M0.1%N/A0.030%
1/15/2025 HB Wealth Management LLC133,620$13.64M0.1%+2.7%0.265%
1/15/2025 Shelton Wealth Management LLC23,841$2.43M1.3%-7.6%0.047%
1/15/2025 Arkadios Wealth Advisors6,584$672K0.0%+9.6%0.013%
1/14/2025 Park Avenue Securities LLC6,800$694K0.0%+68.3%0.013%
1/14/2025 Graves Light Lenhart Wealth Inc.56,634$5.78M0.7%-0.5%0.112%
1/14/2025 Global Financial Private Client LLC10,720$1.09M0.4%+14.0%0.021%
1/13/2025 AdvisorNet Financial Inc538$55K0.0%+796.7%0.001%
1/8/2025 International Assets Investment Management LLC3,237$331K0.0%N/A0.006%
1/7/2025 Westwind Capital10,776$1.10M0.2%N/A0.021%
1/6/2025 Ridgeline Wealth LLC5,953$608K0.5%N/A0.012%
12/26/2024JPMorgan Chase & Co.735,364$70.55M0.0%+13.6%1.459%
12/13/2024B. Riley Wealth Advisors Inc.30,039$2.87M0.1%+2.9%0.060%
11/25/2024Destination Wealth Management669,441$64.23M2.0%-0.5%1.328%
11/25/2024Sanctuary Advisors LLC54,612$5.51M0.0%+92.1%0.108%
11/18/2024Sunbelt Securities Inc.2,082$200K0.0%-66.0%0.004%
11/18/2024Strait & Sound Wealth Management LLC2,840$272K0.1%+14.6%0.006%
11/15/2024Valued Retirements Inc.4,323$415K0.6%N/A0.009%
11/15/2024High Falls Advisors Inc2,713$260K0.1%-33.0%0.005%
11/15/2024MML Investors Services LLC13,650$1.31M0.0%+30.6%0.027%
11/15/2024Northeast Financial Consultants Inc115,348$11.07M0.5%+1.2%0.229%
11/15/2024National Bank of Canada FI21,914$2.10M0.0%-0.5%0.043%
11/15/2024EP Wealth Advisors LLC5,648$542K0.0%-13.0%0.011%
11/15/2024Jane Street Group LLC9,600$921K0.0%+86.1%0.019%
11/15/2024Wellington Management Group LLP421,471$40.44M0.0%N/A0.836%
11/15/2024Stifel Financial Corp175,854$16.87M0.0%+30.6%0.349%
11/15/2024SageView Advisory Group LLC2,836$272K0.0%-8.0%0.006%
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11/15/2024IHT Wealth Management LLC32,089$3.08M0.1%+1.8%0.064%
11/15/2024Integrated Wealth Concepts LLC5,531$531K0.0%+22.6%0.011%
11/15/2024Harmony Asset Management LLC21,141$2.03M0.7%+19.2%0.042%
11/15/2024HighTower Advisors LLC37,286$3.58M0.0%-32.6%0.074%
11/15/2024Hilltop Holdings Inc.12,817$1.23M0.1%+71.8%0.025%
11/15/2024Benjamin Edwards Inc.7,094$681K0.0%N/A0.014%
11/14/2024Icon Wealth Advisors LLC14,688$1.41M0.1%N/A0.029%
11/14/2024Rockefeller Capital Management L.P.42,812$4.11M0.0%+5.4%0.085%
11/13/2024Avestar Capital LLC16,168$1.55M0.2%-83.7%0.032%
11/13/2024FMR LLC31,272$3M0.0%+8.8%0.062%
11/13/2024The Manufacturers Life Insurance Company22,000$2.11M0.0%-26.2%0.044%
11/13/2024Bank of Montreal Can1,199,146$114.66M0.1%+64.7%2.379%
11/13/2024Independent Advisor Alliance3,307$317K0.0%+5.2%0.007%
11/12/2024Centaurus Financial Inc.1,510$145K0.0%N/A0.003%
11/12/2024Fairscale Capital LLC81,925$7.86M6.9%+4.4%0.163%
11/12/2024KKM Financial LLC38,089$3.65M1.8%-11.0%0.076%
11/12/2024Cerity Partners LLC989,609$94.94M0.2%+0.1%1.964%
11/12/2024Great Valley Advisor Group Inc.15,760$1.51M0.0%-6.5%0.031%
11/12/2024Meridian Wealth Management LLC63,442$6.09M0.3%N/A0.126%
11/12/2024Icon Wealth Advisors LLC11,750$1.13M0.0%N/A0.023%
11/12/2024GM Advisory Group LLC99,372$9.53M0.6%-66.2%0.197%
11/12/2024Asset Management Group Inc.59,708$5.73M1.0%-0.3%0.118%
11/12/2024CFS Investment Advisory Services LLC3,048$292K0.0%N/A0.006%
11/8/2024Moors & Cabot Inc.6,049$580K0.0%+11.0%0.012%
11/8/2024PNC Financial Services Group Inc.92,597$8.88M0.0%-1.7%0.184%
11/8/2024Prospera Financial Services Inc20,453$1.96M0.1%+4.4%0.041%
11/7/2024EQ LLC2,234$214K0.1%-13.5%0.004%
11/6/2024Sawgrass Asset Management LLC4,854$466K0.0%-4.3%0.010%
11/6/2024TSA Wealth Managment LLC3,249$312K0.1%+23.5%0.006%
11/6/2024Meridian Investment Counsel Inc.39,180$3.76M1.1%-2.0%0.078%
11/6/2024Signature Estate & Investment Advisors LLC1,855,115$177.98M4.1%+4.0%3.681%
11/6/2024OneDigital Investment Advisors LLC19,875$1.91M0.0%+32.6%0.039%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd65,711$6.30M0.2%N/A0.130%
11/4/2024Tyler Stone Wealth Management15,826$1.52M0.3%+100.1%0.031%
11/4/2024Migdal Insurance & Financial Holdings Ltd.26,003$2.50M0.0%-4.4%0.052%
11/4/2024Baker Avenue Asset Management LP58,273$5.59M0.2%+2,107.3%0.116%
11/4/2024Mayflower Financial Advisors LLC2,162$207K0.0%N/A0.004%
11/4/2024Sigma Planning Corp5,261$505K0.0%+9.1%0.010%
11/2/2024Houlihan Financial Resource Group Ltd.18,529$1.78M0.7%N/A0.037%
11/1/2024 Sheets Smith Wealth Management34,370$3.30M0.4%-27.9%0.068%
11/1/2024Atria Investments Inc10,719$1.03M0.0%-34.6%0.021%
11/1/2024Assetmark Inc.658$63K0.0%N/A0.001%
10/31/2024Concurrent Investment Advisors LLC3,976$381K0.0%-10.9%0.008%
10/30/2024White Lighthouse Investment Management Inc.78,894$7.57M1.4%+1.2%0.157%
10/30/2024Milestone Investment Advisors LLC33,428$3.21M0.9%-6.4%0.066%
10/30/2024Capital Wealth Alliance LLC9,464$908K0.5%-16.4%0.019%
10/30/2024Hazlett Burt & Watson Inc.9,718$933K0.4%+1.1%0.019%
10/30/2024QRG Capital Management Inc.2,578$247K0.0%N/A0.005%
10/29/2024Citizens National Bank Trust Department7,111$682K0.1%+13.5%0.014%
10/29/2024 Janney Montgomery Scott LLC207,919$19.95M0.1%+0.4%0.413%
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10/29/2024Farther Finance Advisors LLC1,289$124K0.0%-51.4%0.003%
10/28/2024Gladstone Institutional Advisory LLC2,644$254K0.0%N/A0.005%
10/28/2024Creative Financial Designs Inc. ADV1,240$119K0.0%+89.3%0.002%
10/28/2024Stephens Inc. AR22,879$2.20M0.0%+6.9%0.045%
10/28/2024US Bancorp DE11,207$1.08M0.0%+4.1%0.022%
10/28/2024Nikulski Financial Inc.15,317$1.47M0.4%-11.7%0.030%
10/25/2024Financial Advocates Investment Management2,825$271K0.0%-4.2%0.006%
10/25/2024Tandem Capital Management Corp ADV5,600$537K0.3%+9.3%0.011%
10/25/2024Fiducient Advisors LLC15,080$1.45M0.2%-6.2%0.030%
10/25/2024SteelPeak Wealth LLC9,490$910K0.0%-93.3%0.019%
(Data available from 1/1/2016 forward)

IGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGM shares?

During the previous two years, 335 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Signature Estate & Investment Advisors LLC ($177.98M), Equitable Holdings Inc. ($139.07M), Bank of America Corp DE ($126.27M), Bank of Montreal Can ($114.66M), Cerity Partners LLC ($94.94M), LPL Financial LLC ($81.93M), and Royal Bank of Canada ($77.00M).Learn more on IGM's institutional investors.

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

Of the 305 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), Gray Foundation ($522.08K), Wellington Management Group LLP ($421.47K), Raymond James Financial Services Advisors Inc. ($385.28K), Mirae Asset Global Investments Co. Ltd. ($328.40K), and International Assets Investment Management LLC ($251.88K).

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

Institutional investors have bought a total of 9,510,545 shares in the last 24 months. This purchase volume represents approximately $815.20M in transactions.

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

Of the 153 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: Bank of Montreal Can ($458.03K), Bank of America Corp DE ($354.72K), Janney Montgomery Scott LLC ($324.96K), Envestnet Asset Management Inc. ($312.76K), Raymond James & Associates ($300.54K), GM Advisory Group LLC ($196.12K), and SteelPeak Wealth LLC ($132.67K).

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

Institutional investors have sold a total of 2,627,719 shares in the last 24 months. This volume of shares sold represents approximately $179.49M in transactions.



This page (NYSEARCA:IGM) was last updated on 1/21/2025 by MarketBeat.com Staff
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