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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$88.08 +0.25 (+0.28%)
Closing price 04/15/2025 04:10 PM Eastern
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$86.96 -1.12 (-1.27%)
As of 04/15/2025 07:51 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)
285
Total
Institutional Inflows
(last 12 months)
$960.10M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$215.45M
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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
4/15/2025Kelly Financial Services LLC2,297$208K0.1%N/A0.004%
4/15/2025Fifth Third Bancorp6,061$550K0.0%-2.0%0.011%
4/15/2025Transform Wealth LLC51,245$4.65M0.3%-48.0%0.089%
4/15/2025CX Institutional298$27K0.0%N/A0.001%
4/15/2025Shira Ridge Wealth Management86,681$7.86M3.9%N/A0.150%
4/14/2025 Midland Wealth Advisors LLC47,272$4.29M0.3%+26.5%0.082%
4/14/2025 Farther Finance Advisors LLC1,691$155K0.0%-10.5%0.003%
4/14/2025 Capital Investment Advisors LLC6,762$613K0.0%N/A0.012%
4/14/2025 Park Avenue Securities LLC9,521$863K0.0%+40.0%0.017%
4/14/2025 Patriot Financial Group Insurance Agency LLC4,743$430K0.1%+10.6%0.008%
4/11/2025 Unique Wealth LLC10,306$934K0.2%N/A0.018%
4/10/2025 Cypress Wealth Services LLC8,313$754K0.2%+7.2%0.014%
4/10/2025 Beacon Financial Group9,288$842K0.1%+154.5%0.016%
4/8/2025 Legacy Financial Strategies LLC259,316$23.51M5.1%+2.5%0.453%
4/8/2025 Global Financial Private Client LLC10,491$951K0.4%-2.1%0.018%
4/4/2025 Webster Bank N. A.17,873$1.62M0.2%-1.1%0.031%
4/4/2025 Capital Market Strategies LLC4,125$374K0.2%-4.6%0.007%
3/24/2025Wellington Management Group LLP155,388$15.86M0.0%-63.1%0.272%
3/17/2025Wealth Enhancement Advisory Services LLC46,676$4.77M0.0%+114.3%0.081%
3/12/2025Centaurus Financial Inc.3,049$311K0.0%+101.9%0.005%
3/6/2025Copia Wealth Management11,710$1.20M1.1%N/A0.020%
2/25/2025B. Riley Wealth Advisors Inc.34,742$3.55M0.1%+15.7%0.069%
2/24/2025Ameriflex Group Inc.1,203$126K0.1%N/A0.002%
2/21/2025Vermillion Wealth Management Inc.680$69K0.0%N/A0.001%
2/18/2025Strait & Sound Wealth Management LLC3,051$311K0.1%+7.4%0.006%
2/18/2025Sunbelt Securities Inc.5,056$521K0.0%+142.8%0.010%
2/18/2025Fourth Dimension Wealth LLC1,978$202K0.1%N/A0.004%
2/18/2025Harmony Asset Management LLC14,237$1.45M0.6%-32.7%0.028%
2/17/2025Waverly Advisors LLC3,504$358K0.0%+3.6%0.007%
2/17/2025Willis Johnson & Associates Inc.8,198$837K0.1%+1.9%0.016%
2/17/2025Stuart Chaussee & Associates Inc.231,592$23.64M5.9%-0.3%0.460%
2/17/2025Snowden Capital Advisors LLC4,626$472K0.0%+17.9%0.009%
2/17/2025Royal Bank of Canada1,221,272$124.68M0.0%+1.0%2.423%
2/17/2025Northeast Financial Consultants Inc113,796$11.62M0.5%-1.3%0.226%
2/17/2025KKM Financial LLC53,112$5.49M2.3%+39.4%0.105%
2/17/2025Focus Partners Wealth6,495$663K0.0%+15.1%0.013%
2/17/2025EP Wealth Advisors LLC6,301$643K0.0%+11.6%0.013%
2/17/2025Cresset Asset Management LLC13,158$1.34M0.0%-45.7%0.026%
2/17/2025Cetera Investment Advisers75,614$7.72M0.0%+36.9%0.150%
2/17/2025Captrust Financial Advisors23,081$2.36M0.0%+0.7%0.046%
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2/17/2025Baker Avenue Asset Management LP66,892$6.83M0.2%+14.8%0.133%
2/17/2025Bank of America Corp DE2,912,934$297.38M0.0%+2.5%5.780%
2/17/2025Ameriprise Financial Inc.632,889$64.62M0.0%+3.9%1.256%
2/17/2025Aptus Capital Advisors LLC260$27K0.0%N/A0.001%
2/17/2025Asset Management Group Inc.58,728$6.00M1.1%-1.6%0.117%
2/17/2025AlTi Global Inc.9,341$954K0.0%-14.1%0.019%
2/14/2025Mercer Global Advisors Inc. ADV25,439$2.60M0.0%+22.4%0.050%
2/14/2025Navigoe LLC540$55K0.1%N/A0.001%
2/14/2025Northern Trust Corp12,792$1.31M0.0%-1.3%0.025%
2/14/2025The Manufacturers Life Insurance Company 55,921$5.71M0.0%+154.2%0.111%
2/14/2025Beacon Pointe Advisors LLC11,042$1.13M0.0%N/A0.022%
2/14/2025Integrated Wealth Concepts LLC5,784$590K0.0%+4.6%0.011%
2/14/2025IHT Wealth Management LLC31,104$3.18M0.1%-3.1%0.062%
2/14/2025Stifel Financial Corp178,969$18.27M0.0%+1.8%0.355%
2/14/2025OneDigital Investment Advisors LLC18,948$1.93M0.0%-4.7%0.038%
2/14/2025MML Investors Services LLC17,621$1.80M0.0%+29.1%0.035%
2/14/2025First Trust Advisors LP59,283$6.05M0.0%+4.5%0.118%
2/14/2025Commerce Bank4,803$490K0.0%-2.7%0.010%
2/14/2025Concourse Financial Group Securities Inc.13,233$1.42M0.1%+43.5%0.026%
2/13/2025Osterweis Capital Management Inc.9,464$966K0.0%-31.6%0.019%
2/13/2025NewEdge Advisors LLC77,016$7.86M0.0%-0.4%0.153%
2/13/2025Kane Investment Management Inc.7,603$776K0.4%N/A0.015%
2/13/2025Campion Asset Management34,336$3.51M2.6%-2.0%0.068%
2/13/2025Mariner LLC146,458$14.95M0.0%+7.9%0.291%
2/13/2025Barclays PLC1,200$123K0.0%N/A0.002%
2/13/2025Dynamic Wealth Strategies LLC65,812$6.72M6.0%+0.6%0.131%
2/13/2025SageView Advisory Group LLC2,992$305K0.0%+5.5%0.006%
2/13/2025Bragg Financial Advisors Inc2,044$209K0.0%N/A0.004%
2/13/2025Sagespring Wealth Partners LLC11,091$1.13M0.0%N/A0.022%
2/13/2025Rockefeller Capital Management L.P.45,266$4.62M0.0%+5.7%0.090%
2/13/2025Family Office Research LLC6,037$616K0.3%N/A0.012%
2/13/2025Scotia Capital Inc.66,913$6.83M0.0%+4.6%0.133%
2/13/2025Advisory Services Network LLC50,970$5.20M0.1%+39.2%0.101%
2/13/2025Renaissance Technologies LLC13,100$1.34M0.0%+495.5%0.026%
2/13/2025Bank of Montreal Can1,181,553$120.63M0.1%-1.5%2.344%
2/13/2025Cerity Partners LLC900,243$91.91M0.2%-9.0%1.786%
2/13/2025Envestnet Asset Management Inc.270,674$27.63M0.0%-36.2%0.537%
2/13/2025Wells Fargo & Company MN401,343$40.97M0.0%-8.0%0.796%
2/13/2025Smith Moore & CO.17,924$1.83M0.2%-0.8%0.036%
2/12/2025Thoroughbred Financial Services LLC1,966$200K0.0%N/A0.004%
2/12/2025Guidance Point Advisors LLC3,826$391K0.1%+43.3%0.008%
2/12/2025Milestone Investment Advisors LLC36,402$3.72M1.0%+8.9%0.072%
2/12/2025Kesler Norman & Wride LLC7,959$813K0.2%+27.2%0.016%
2/12/2025RFG Bristol Wealth Advisors LLC151,132$15.43M5.1%N/A0.300%
2/12/2025National Bank of Canada FI21,512$2.20M0.0%-1.8%0.043%
2/12/2025Meridian Investment Counsel Inc.37,230$3.80M1.1%-5.0%0.074%
2/12/2025Alliancebernstein L.P.18,959$1.94M0.0%-34.0%0.038%
2/12/2025Hazlett Burt & Watson Inc.10,111$1.03M0.5%+4.0%0.020%
2/12/2025Wellington Management Group LLP155,388$15.86M0.0%-63.1%0.308%
2/12/2025O Shaughnessy Asset Management LLC6,504$664K0.0%+10.3%0.013%
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2/12/2025Walled Lake Planning & Wealth Management LLC7,021$717K0.3%+4.1%0.014%
2/12/2025Physician Wealth Advisors Inc.505$52K0.0%N/A0.001%
2/12/2025Biondo Investment Advisors LLC6,390$652K0.1%+14.8%0.013%
2/12/2025Orion Portfolio Solutions LLC2,503$256K0.0%N/A0.005%
2/12/2025Howe & Rusling Inc.363$37K0.0%N/A0.001%
2/12/2025JPMorgan Chase & Co.785,114$80.15M0.0%+6.8%1.558%
2/12/2025Tyler Stone Wealth Management17,519$1.79M0.3%+10.7%0.035%
2/12/2025Financial Engines Advisors L.L.C.2,998$306K0.0%+42.4%0.006%
2/12/2025Journey Beyond Wealth LLC23,337$2.38M2.2%N/A0.046%
2/11/2025Signature Estate & Investment Advisors LLC1,855,454$189.42M4.7%+0.0%3.681%
(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, 380 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 352 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 11,865,217 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 160 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 2,388,720 shares in the last 24 months. This volume of shares sold represents approximately $228.10M in transactions.



This page (NYSEARCA:IGM) was last updated on 4/16/2025 by MarketBeat.com Staff
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