IGM · iShares Expanded Tech Sector ETF ETF
$161.74
+0.76 (+0.47%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $29,014,673
Total Shares: 177,373
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
56.9%
+1.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,858
Highly concentrated+1,027
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
1
Sold Out
3
Unchanged
0
Holder count:
0
Institutional value:
+697.0%
Shares held:
+477.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +61 | 315 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −20 | 3,207 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 100,862 | $16,499,005 | |
| Mega CITADEL ADVISORS LLC | 71,400 | $11,679,612 | |
| Small Financial Insights, Inc. | 1,589 | $259,928 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 17,033 | $2,018,580 | |
| Small WILLIAM JOHN SEMPOLINSKI | 7,205 | $853,864 | |
| Mid Dakota Wealth Management | 3,000 | $355,530 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IGM | $16,499,005 | 56.86% | 100,862 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IGM | $10,567,268 | 36.42% | 64,600 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IGM | $1,112,344 | 3.83% | 6,800 | Put | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IGM | $524,601 | 1.81% | 3,207 | Shares | 2026-09-02 | |
| Small Financial Insights, Inc. IGM | $259,928 | 0.90% | 1,589 | Shares | 2026-08-25 | |
| Small TUCKER ASSET MANAGEMENT LLC IGM | $51,527 | 0.18% | 315 | Shares | 2026-08-27 |