iShares Expanded Tech SectorIGMETF
13F holders, Q1 2025 (March 31)422holders +6
40new positions
35sold out
3famous investors
$90.68avg. 13F price*
At the end of Q1 2025, 422 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 6 from Q4 2024. 40 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($269.1M), Morgan Stanley ($206.2M) and Signature Estate & Investment Advisors LLC ($172.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $50.7M |
| Exits | 35 | $7.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,926,710 shares bought and 1,426,589 shares sold, net +500,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Bank of America Corp. | 0.02% | Add +1.9% | 2,968,453 | $269.1M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 2,273,880 | $206.2M |
| Signature Estate & Investment Advisors LLC | 4.54% | Add +2.3% | 1,897,988 | $172.1M |
| Equitable Holdings, Inc. | 1.54% | Reduce -3.3% | 1,786,676 | $162.0M |
| Royal Bank of Canada | 0.03% | Add +3.1% | 1,259,022 | $114.2M |
| LPL Financial LLC | 0.04% | Reduce -0.2% | 1,158,943 | $105.1M |
| Bank of Montreal | 0.06% | Reduce -2.2% | 1,155,061 | $104.7M |
| JPMorgan Chase & Co. | 0.01% | Add +15.8% | 909,378 | $82.5M |
| Cerity Partners LLC | 0.17% | Add +0.1% | 901,608 | $81.7M |
| Destination Wealth Management | 1.85% | Add +0.8% | 646,591 | $58.6M |
| Raymond James Financial Inc. | 0.02% | Add +1.7% | 642,513 | $58.3M |
| Ameriprise Financial Inc. | 0.02% | Add +0.7% | 637,189 | $57.8M |
| Gray Foundation | 15.81% | No change | 559,116 | $50.7M |
| UBS Group AG | 0.01% | Add +5.9% | 449,205 | $40.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +45.0% | 429,228 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +6.6% | 427,696 | $38.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.91% | Add +182.1% | 342,590 | $31.1M |
| Portfolio Strategies, Inc. | 4.31% | Add +2.5% | 306,642 | $27.8M |
| Legacy Financial Strategies, LLC | 5.13% | Add +2.5% | 259,316 | $23.5M |
| Two Sigma Investments, LP | 0.05% | New | 247,500 | $22.4M |
| Allworth Financial LP | 0.13% | Reduce -2.6% | 246,110 | $22.4M |
| Osaic Holdings, Inc. | 0.05% | Add +56.6% | 236,482 | $21.4M |
| Stuart Chaussee & Associates, Inc. | 5.19% | Reduce -0.9% | 229,558 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.8% | 219,891 | $19.9M |
| Wellington Management Group LLP | 0.00% | Add +34.5% | 208,956 | $18.9M |
| Stifel Financial Corp. | 0.02% | Add +9.5% | 196,031 | $17.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -8.4% | 187,655 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.0% | 179,105 | $16.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -38.6% | 164,000 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +26.6% | 148,988 | $13.5M |
| Mathes Company, Inc. | 5.41% | Reduce -4.8% | 145,499 | $13.2M |
| HB Wealth Management, LLC | 0.11% | Add +7.8% | 144,021 | $13.1M |
| Mariner, LLC | 0.02% | Reduce -4.9% | 139,249 | $12.6M |
| Bailard, Inc. | 0.32% | Reduce -10.8% | 135,464 | $12.3M |
| Sagespring Wealth Partners, LLC | 0.29% | Add +1024.6% | 124,731 | $11.3M |
| Cetera Investment Advisers | 0.02% | Add +60.7% | 121,489 | $11.0M |
| Northeast Financial Consultants Inc | 0.45% | Reduce -2.3% | 111,146 | $10.1M |
| Cibc World Market Inc. | 0.02% | Reduce -3.7% | 108,840 | $9.9M |
| Apollon Wealth Management, LLC | 0.20% | Reduce -0.8% | 102,525 | $9.3M |
| Truist Financial Corp. | 0.01% | Reduce -43.8% | 98,015 | $8.9M |
| GM Advisory Group, LLC | 0.47% | Reduce -3.6% | 95,298 | $8.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +40.6% | 87,635 | $7.9M |
| &partners | 0.08% | Reduce -1.1% | 87,458 | $7.9M |
| Shira Ridge Wealth Management | 3.92% | New | 86,681 | $7.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 82,904 | $7.5M |
| White Lighthouse Investment Management Inc. | 1.30% | Add +1.9% | 80,350 | $7.3M |
| Fairscale Capital, LLC | 6.53% | Reduce -2.3% | 79,785 | $7.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.5% | 73,530 | $6.7M |
| Baker Avenue Asset Management, LP | 0.20% | Add +5.6% | 70,623 | $6.4M |
| WealthBridge Capital Management, LLC | 1.78% | Add +0.6% | 69,360 | $6.3M |
| Deutsche Bank AG | 0.00% | Add +2.4% | 68,230 | $6.2M |
| Dynamic Wealth Strategies, LLC | 5.07% | Add +2.3% | 67,303 | $6.1M |
| Cwm, LLC | 0.02% | Add +4.1% | 65,354 | $5.9M |
| Meridian Wealth Management, LLC | 0.28% | Add +2.0% | 64,220 | $5.8M |
| Scotia Capital Inc. | 0.03% | Reduce -6.4% | 62,614 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.6% | 62,025 | $5.6M |
| Asset Management Group, Inc. | 0.97% | Reduce -1.7% | 57,704 | $5.2M |
| Graves Light Lenhart Wealth, Inc. | 0.63% | No change | 56,634 | $5.1M |
| PGIM Custom Harvest LLC | 0.12% | Add +504.4% | 56,516 | $5.1M |
| Aft, Forsyth & Company, Inc. | 2.63% | Reduce -0.7% | 53,743 | $4.9M |
| KKM Financial LLC | 2.05% | Reduce -1.6% | 52,243 | $4.8M |
| Acima Private Wealth, LLC | 1.74% | No change | 53,400 | $4.8M |
| First Trust Advisors LP | 0.00% | Reduce -12.2% | 52,028 | $4.7M |
| Transform Wealth, LLC | 0.28% | Reduce -48.0% | 51,245 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -1.4% | 50,230 | $4.6M |
| Rwa Wealth Partners, LLC | 0.06% | No change | 49,821 | $4.5M |
| Integrity Investment Advisors, LLC | 4.12% | — | 49,739 | $4.5M |
| Humankind Investments LLC | 1.15% | No change | 48,930 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -15.4% | 47,315 | $4.3M |
| Midland Wealth Advisors, LLC | 0.25% | Add +26.5% | 47,272 | $4.3M |
| Apexium Financial, LP | 0.26% | Reduce -6.9% | 47,180 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.0% | 46,643 | $4.2M |
| Interactive Financial Advisors, Inc. | 2.20% | Add +0.5% | 45,937 | $4.2M |
| Belpointe Asset Management LLC | 0.19% | Reduce -58.3% | 41,110 | $3.7M |
| Creative Planning | 0.00% | Add +78.8% | 39,404 | $3.6M |
| Quadrature Capital Ltd | 0.08% | New | 38,749 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.4% | 37,620 | $3.4M |
| Prostatis Group LLC | 1.05% | New | 36,827 | $3.3M |
| Meridian Investment Counsel Inc. | 0.98% | Reduce -1.2% | 36,795 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 34,816 | $3.2M |
| Campion Asset Management | 2.41% | Add +0.2% | 34,391 | $3.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +53.8% | 34,367 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.8% | 34,192 | $3.1M |
| Sheets Smith Wealth Management | 0.38% | Reduce -0.9% | 34,090 | $3.1M |
| Spectrum Wealth Counsel, LLC | 0.36% | Add +11.9% | 33,206 | $3.0M |
| Milestone Investment Advisors LLC | 0.83% | Reduce -9.2% | 33,050 | $3.0M |
| Traphagen Investment Advisors LLC | 0.31% | Reduce -0.0% | 32,767 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +67.7% | 31,769 | $2.9M |
| FMR LLC | 0.00% | Reduce -3.6% | 31,406 | $2.8M |
| Keystone Global Partners, LLC | 1.99% | — | 31,300 | $2.8M |
| IHT Wealth Management, LLC | 0.09% | Reduce -3.1% | 30,124 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.8% | 29,948 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -17.7% | 28,581 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Add +0.1% | 27,920 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +30.4% | 27,249 | $2.5M |
| Journey Beyond Wealth, LLC | 2.31% | Add +16.7% | 27,232 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +19.8% | 27,172 | $2.5M |
| BXM Wealth LLC | 2.81% | Add +39.1% | 25,842 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.0% | 25,446 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +28.8% | 24,414 | $2.2M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.