iShares Expanded Tech SectorIGMETF
13F holders, Q4 2024 (December 31)416holders +33
38new positions
18sold out
1famous investor
$102.01avg. 13F price*
At the end of Q4 2024, 416 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 33 from Q3 2024. 38 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($297.4M), Morgan Stanley ($240.1M) and Signature Estate & Investment Advisors LLC ($189.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $9.7M |
| Exits | 18 | $22.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,115,130 shares bought and 1,177,393 shares sold, net +937,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Bank of America Corp. | 0.03% | Add +2.5% | 2,912,934 | $297.4M |
| Morgan Stanley | 0.02% | Add +10.6% | 2,351,390 | $240.1M |
| Signature Estate & Investment Advisors LLC | 4.74% | Add +0.0% | 1,855,454 | $189.4M |
| Equitable Holdings, Inc. | 1.80% | Reduce -6.0% | 1,847,477 | $188.6M |
| Royal Bank of Canada | 0.03% | Add +1.0% | 1,221,272 | $124.7M |
| Bank of Montreal | 0.06% | Reduce -1.5% | 1,181,553 | $120.6M |
| LPL Financial LLC | 0.05% | Add +29.6% | 1,161,225 | $118.5M |
| Cerity Partners LLC | 0.20% | Reduce -9.0% | 900,243 | $91.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.8% | 785,114 | $80.2M |
| Destination Wealth Management | 2.05% | Reduce -4.2% | 641,603 | $65.5M |
| Ameriprise Financial Inc. | 0.02% | Add +3.9% | 632,889 | $64.6M |
| Raymond James Financial Inc. | 0.02% | — | 631,982 | $64.5M |
| Gray Foundation | 16.28% | Add +7.1% | 559,116 | $57.1M |
| UBS Group AG | 0.01% | Add +3.7% | 424,146 | $43.3M |
| Wells Fargo & Company | 0.01% | Reduce -10.3% | 401,343 | $41.0M |
| SteelPeak Wealth, LLC | 1.61% | Add +3895.6% | 379,180 | $38.7M |
| Portfolio Strategies, Inc. | 4.34% | Reduce -1.8% | 299,283 | $30.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.1% | 296,086 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -36.2% | 270,674 | $27.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +3.9% | 267,000 | $27.5M |
| Allworth Financial LP | 0.15% | Add +81664.1% | 252,651 | $27.0M |
| Legacy Financial Strategies, LLC | 5.57% | Add +3.0% | 253,112 | $25.9M |
| Stuart Chaussee & Associates, Inc. | 5.86% | Reduce -0.3% | 231,592 | $23.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.5% | 204,865 | $20.9M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 178,969 | $18.3M |
| Truist Financial Corp. | 0.03% | Reduce -11.9% | 174,479 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 168,887 | $17.2M |
| Wellington Management Group LLP | 0.00% | Reduce -63.1% | 155,388 | $15.9M |
| Mathes Company, Inc. | 5.74% | Reduce -6.4% | 152,819 | $15.6M |
| Bailard, Inc. | 0.40% | Reduce 0.0% | 151,791 | $15.5M |
| RFG - Bristol Wealth Advisors, LLC | 5.06% | — | 151,132 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.6% | 150,999 | $15.4M |
| Mariner, LLC | 0.03% | Add +7.9% | 146,458 | $15.0M |
| HB Wealth Management, LLC | 0.14% | Add +2.7% | 133,620 | $13.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.35% | Add +84.8% | 121,435 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +14.6% | 117,681 | $12.0M |
| Northeast Financial Consultants Inc | 0.49% | Reduce -1.4% | 113,796 | $11.6M |
| Cibc World Market Inc. | 0.03% | Reduce -6.1% | 113,048 | $11.5M |
| Independent Advisor Alliance | 0.14% | Add +3103.9% | 105,954 | $10.8M |
| Apollon Wealth Management, LLC | 0.24% | Add +4166.1% | 103,367 | $10.6M |
| GM Advisory Group, LLC | 0.56% | Reduce -0.5% | 98,900 | $10.1M |
| Transform Wealth, LLC | 0.56% | Add +6.5% | 98,567 | $10.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 90,149 | $9.2M |
| &partners | 0.11% | Add +1091.3% | 88,418 | $9.2M |
| Belpointe Asset Management LLC | 0.55% | Reduce -0.0% | 98,606 | $9.2M |
| Fairscale Capital, LLC | 7.18% | Reduce -0.3% | 81,679 | $8.3M |
| White Lighthouse Investment Management Inc. | 1.41% | Reduce -0.1% | 78,815 | $8.0M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.4% | 77,016 | $7.9M |
| Cetera Investment Advisers | 0.02% | Add +36.9% | 75,614 | $7.7M |
| WealthBridge Capital Management, LLC | 1.96% | Add +0.2% | 68,979 | $7.0M |
| Scotia Capital Inc. | 0.04% | Add +4.6% | 66,913 | $6.8M |
| Baker Avenue Asset Management, LP | 0.21% | Add +14.8% | 66,892 | $6.8M |
| Deutsche Bank AG | 0.00% | No change | 66,660 | $6.8M |
| Dynamic Wealth Strategies, LLC | 5.98% | Add +0.6% | 65,812 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.2% | 62,340 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 63,034 | $6.4M |
| Meridian Wealth Management, LLC | 0.30% | Reduce -0.8% | 62,938 | $6.4M |
| Cwm, LLC | 0.03% | Add +0.6% | 62,757 | $6.4M |
| First Trust Advisors LP | 0.01% | Add +4.5% | 59,283 | $6.1M |
| Asset Management Group, Inc. | 1.07% | Reduce -1.6% | 58,728 | $6.0M |
| Graves Light Lenhart Wealth, Inc. | 0.72% | Reduce -0.5% | 56,634 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +154.2% | 55,921 | $5.7M |
| Aft, Forsyth & Company, Inc. | 2.71% | Reduce -3.5% | 54,093 | $5.5M |
| KKM Financial LLC | 2.29% | Add +39.4% | 53,112 | $5.5M |
| Acima Private Wealth, LLC | 1.84% | No change | 53,400 | $5.5M |
| Advisory Services Network, LLC | 0.10% | Add +39.2% | 50,970 | $5.2M |
| Apexium Financial, LP | 0.31% | Reduce -5.0% | 50,658 | $5.2M |
| Rwa Wealth Partners, LLC | 0.06% | No change | 49,821 | $5.1M |
| Humankind Investments LLC | 1.26% | No change | 48,930 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +114.3% | 46,676 | $4.8M |
| Interactive Financial Advisors, Inc. | 2.45% | Add +6.5% | 45,704 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.7% | 45,266 | $4.6M |
| Midland Wealth Advisors, LLC | 0.23% | Reduce -49.2% | 37,365 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 37,318 | $3.8M |
| Meridian Investment Counsel Inc. | 1.13% | Reduce -5.0% | 37,230 | $3.8M |
| Milestone Investment Advisors LLC | 1.01% | Add +8.9% | 36,402 | $3.7M |
| One Capital Management, LLC | 0.12% | Reduce -2.7% | 35,971 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +15.7% | 34,742 | $3.5M |
| Sheets Smith Wealth Management | 0.43% | Add +0.1% | 34,400 | $3.5M |
| Campion Asset Management | 2.65% | Reduce -2.0% | 34,336 | $3.5M |
| Traphagen Investment Advisors LLC | 0.34% | Reduce -1.6% | 32,778 | $3.3M |
| FMR LLC | 0.00% | Add +4.2% | 32,584 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -3.1% | 31,104 | $3.2M |
| Spectrum Wealth Counsel, LLC | 0.36% | Add +0.3% | 29,682 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +81.9% | 29,018 | $3.0M |
| Sowell Financial Services LLC | 0.15% | Add +1.4% | 27,885 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.4% | 25,439 | $2.6M |
| Stephens Inc. | 0.04% | Add +7.2% | 24,535 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.2% | 24,187 | $2.5M |
| Shelton Wealth Management, LLC | 1.33% | Reduce -7.6% | 23,841 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.65% | Reduce -3.9% | 23,389 | $2.4M |
| Journey Beyond Wealth, LLC | 2.24% | — | 23,337 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 23,081 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +42.9% | 22,689 | $2.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -14.1% | 22,347 | $2.3M |
| Fort Sheridan Advisors LLC | 0.33% | Add +0.0% | 22,184 | $2.3M |
| Creative Planning | 0.00% | Reduce -8.0% | 22,042 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -1.8% | 21,512 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +73.3% | 20,901 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.1% | 20,356 | $2.1M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.