iShares Expanded Tech SectorIGMETF
13F holders, Q2 2026 (June 30)561holders +51
74new positions
23sold out
4famous investors
$164.52avg. 13F price*
At the end of Q2 2026, 561 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 51 from Q1 2026. 74 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($528.7M), Morgan Stanley ($384.7M) and Signature Estate & Investment Advisors LLC ($343.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $100.7M |
| Exits | 23 | $29.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,699,745 shares bought and 3,620,889 shares sold, net −1,921,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Bank of America Corp. | 0.03% | Reduce -3.6% | 3,232,078 | $528.7M |
| Morgan Stanley | 0.02% | Add +0.8% | 2,351,927 | $384.7M |
| Signature Estate & Investment Advisors LLC | 6.19% | Add +13.1% | 2,102,124 | $343.9M |
| Raymond James Financial Inc. | 0.07% | Reduce -5.3% | 1,659,888 | $271.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.1% | 1,655,001 | $270.7M |
| LPL Financial LLC | 0.05% | Reduce -6.3% | 1,358,497 | $222.2M |
| Royal Bank of Canada | 0.03% | Reduce -3.2% | 1,194,984 | $195.5M |
| Cerity Partners LLC | 0.19% | Reduce -0.9% | 944,121 | $154.4M |
| Truist Financial Corp. | 0.18% | Reduce -8.4% | 933,207 | $152.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.1% | 913,067 | $146.0M |
| Janney Montgomery Scott LLC | 0.28% | Reduce -12.5% | 873,191 | $142.8M |
| WestEnd Advisors, LLC | 2.61% | Reduce -14.5% | 714,852 | $116.9M |
| Bank of Montreal | 0.04% | Add +3249.2% | 695,523 | $113.8M |
| Destination Wealth Management | 2.30% | Reduce -2.8% | 603,056 | $98.6M |
| Gray Foundation | 20.16% | No change | 559,116 | $91.5M |
| UBS Group AG | 0.01% | Reduce -4.1% | 541,084 | $88.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.2% | 523,630 | $85.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.4% | 480,102 | $78.5M |
| Steward Partners Investment Advisory, LLC | 0.37% | Reduce -45.0% | 446,206 | $73.0M |
| Wells Fargo & Company | 0.01% | Add +7.8% | 413,258 | $67.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -16.1% | 404,890 | $66.2M |
| Portfolio Strategies, Inc. | 5.48% | Reduce -1.1% | 341,472 | $55.9M |
| PGIM Custom Harvest LLC | 0.67% | Reduce -11.3% | 327,192 | $53.5M |
| Stifel Financial Corp. | 0.04% | Reduce -2.0% | 282,184 | $46.2M |
| FIL Ltd | 0.03% | Reduce -23.4% | 257,300 | $42.1M |
| Legacy Financial Strategies, LLC | 6.48% | Reduce -0.1% | 255,742 | $41.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -12.9% | 254,167 | $41.6M |
| Osaic Holdings, Inc. | 0.05% | Add +11.8% | 243,168 | $39.8M |
| Coppell Advisory Solutions LLC | 3.18% | New | 27 | $38.2M |
| Lido Advisors, LLC | 0.13% | Reduce -0.1% | 229,127 | $37.5M |
| Allworth Financial LP | 0.16% | Reduce -2.9% | 225,825 | $36.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.7% | 184,430 | $30.2M |
| Cetera Investment Advisers | 0.02% | Add +1.5% | 153,650 | $25.1M |
| Focus Partners Wealth | 0.02% | Reduce -0.1% | 145,612 | $23.8M |
| Exchange Traded Concepts, LLC | 0.12% | New | 144,540 | $23.6M |
| Bailard, Inc. | 0.44% | Reduce -3.1% | 131,527 | $21.5M |
| White Lighthouse Investment Management Inc. | 2.63% | Add +4.4% | 128,824 | $21.1M |
| Mathes Company, Inc. | 6.28% | No change | 123,235 | $20.2M |
| Seven Bridges Advisors LLC | 9.59% | — | 121,642 | $19.9M |
| MML Investors Services, LLC | 0.04% | Reduce -2.6% | 119,676 | $19.6M |
| Cibc World Market Inc. | 0.03% | Reduce -2.4% | 109,692 | $17.9M |
| Assetmark, Inc. | 0.03% | Reduce -12.8% | 107,390 | $17.6M |
| Shira Ridge Wealth Management | 6.05% | Reduce -5.1% | 106,089 | $17.4M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.6% | 105,670 | $17.3M |
| HB Wealth Management, LLC | 0.10% | Reduce -9.1% | 105,421 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.4% | 104,438 | $17.1M |
| Dynamic Wealth Strategies, LLC | 8.84% | Reduce -0.3% | 101,456 | $16.6M |
| Wealthspire Advisors, LLC | 0.09% | Add +2619.8% | 101,013 | $16.5M |
| Sagespring Wealth Partners, LLC | 0.25% | Reduce -2.3% | 100,908 | $16.5M |
| Corient Private Wealth LP | 0.02% | Reduce -2.4% | 100,862 | $16.5M |
| Apollon Wealth Management, LLC | 0.20% | Reduce -0.5% | 100,478 | $16.4M |
| Decker Wealth Management LLC | 3.49% | Reduce -3.5% | 100,285 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.6% | 93,447 | $15.3M |
| &partners | 0.06% | Add +4.1% | 89,756 | $14.7M |
| Fairscale Capital, LLC | 8.42% | Reduce -0.4% | 86,158 | $14.1M |
| Baker Avenue Asset Management, LP | 0.24% | Add +1.2% | 75,801 | $12.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.3% | 74,533 | $12.2M |
| Prostatis Group LLC | 2.69% | Reduce -17.2% | 70,638 | $11.6M |
| Private Advisor Group, LLC | 0.05% | Add +32.8% | 69,486 | $11.4M |
| Jones Financial Companies LLLP | 0.00% | Add +12.8% | 70,435 | $11.0M |
| WealthBridge Capital Management, LLC | 2.15% | Reduce -2.4% | 66,166 | $10.8M |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 62,863 | $10.3M |
| Global Retirement Partners, LLC | 0.15% | — | 61,354 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +18.6% | 59,498 | $9.7M |
| Scotia Capital Inc. | 0.04% | Reduce -1.5% | 58,690 | $9.6M |
| Meridian Wealth Management, LLC | 0.30% | Reduce -9.0% | 58,381 | $9.5M |
| US Bancorp \de | 0.01% | Reduce -2.1% | 57,165 | $9.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -17.7% | 56,977 | $9.3M |
| Integrity Investment Advisors, LLC | 4.05% | Reduce -5.2% | 56,836 | $9.3M |
| Graves Light Lenhart Wealth, Inc. | 0.85% | No change | 55,973 | $9.2M |
| Aft, Forsyth & Company, Inc. | 4.05% | Reduce -1.9% | 51,531 | $8.4M |
| Asset Management Group, Inc. | 1.23% | Reduce -7.2% | 51,524 | $8.4M |
| Midland Wealth Advisors, LLC | 0.38% | Reduce -5.8% | 49,955 | $8.2M |
| Mariner, LLC | 0.01% | Reduce -63.5% | 47,588 | $7.8M |
| NewEdge Advisors, LLC | 0.02% | Add +5.4% | 47,383 | $7.8M |
| Cadent Capital Advisors, LLC | 1.58% | Add +7.0% | 46,640 | $7.6M |
| First Trust Advisors LP | 0.00% | Add +3.7% | 45,452 | $7.4M |
| FMR LLC | 0.00% | Add +6.8% | 44,353 | $7.3M |
| Acima Private Wealth, LLC | 2.08% | No change | 43,740 | $7.2M |
| VMS Asset Management Limited | 2.17% | Reduce -41.3% | 41,725 | $6.8M |
| Creative Planning | 0.00% | Add +3.0% | 41,294 | $6.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.3% | 40,505 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 40,369 | $6.6M |
| DAVENPORT & Co LLC | 0.03% | Reduce -4.0% | 38,779 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.6% | 38,769 | $6.3M |
| KKM Financial LLC | 0.86% | Reduce -10.4% | 38,509 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +1.9% | 38,384 | $6.3M |
| Paragon Advisors, LLC | 1.32% | Add +1.1% | 38,366 | $6.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -2.9% | 35,571 | $5.8M |
| Meridian Investment Counsel Inc. | 1.24% | No change | 35,257 | $5.8M |
| Milestone Investment Advisors LLC | 1.24% | Reduce -3.5% | 35,000 | $5.7M |
| Campion Asset Management | 3.42% | Add +1.3% | 34,297 | $5.6M |
| Avior Wealth Management, LLC | 0.15% | New | 33,917 | $5.5M |
| Traphagen Investment Advisors LLC | 0.39% | Reduce -0.8% | 33,162 | $5.4M |
| Union Bancaire Privee, UBP SA | 0.06% | New | 41,725 | $5.4M |
| Interactive Financial Advisors, Inc. | 2.98% | Add +1.9% | 30,172 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +16.5% | 29,591 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.0% | 29,403 | $4.8M |
| Keystone Global Partners, LLC | 1.74% | No change | 28,003 | $4.6M |
| Financial Freedom, LLC | 2.09% | Add +0.6% | 27,847 | $4.6M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.