iShares Expanded Tech SectorIGMETF
13F holders, Q2 2025 (June 30)458holders +36
55new positions
21sold out
2famous investors
$112.11avg. 13F price*
At the end of Q2 2025, 458 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 36 from Q1 2025. 55 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($294.3M), Morgan Stanley ($249.9M) and Signature Estate & Investment Advisors LLC ($216.8M). 2 famous investors held it, including 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $42.5M |
| Exits | 21 | $23.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,209,125 shares bought and 1,715,824 shares sold, net +493,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 458 holders
| Bank of America Corp. | 0.02% | Reduce -11.7% | 2,619,861 | $294.3M |
| Morgan Stanley | 0.02% | Reduce -2.1% | 2,224,918 | $249.9M |
| Signature Estate & Investment Advisors LLC | 5.00% | Add +1.7% | 1,929,928 | $216.8M |
| Equitable Holdings, Inc. | 1.60% | Reduce -3.2% | 1,729,204 | $194.3M |
| Bank of Montreal | 0.09% | Add +32.4% | 1,529,365 | $171.8M |
| Royal Bank of Canada | 0.03% | Reduce -2.5% | 1,227,277 | $137.9M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,194,332 | $134.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.8% | 917,005 | $103.0M |
| Cerity Partners LLC | 0.18% | Add +0.7% | 907,585 | $102.0M |
| Ameriprise Financial Inc. | 0.02% | Add +8.3% | 690,196 | $77.5M |
| Destination Wealth Management | 2.12% | Reduce -0.7% | 642,019 | $72.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.3% | 582,918 | $65.5M |
| Gray Foundation | 17.79% | No change | 559,116 | $62.8M |
| UBS Group AG | 0.01% | Add +23.8% | 556,212 | $62.5M |
| Commonwealth Equity Services, LLC | 0.07% | Add +13.9% | 488,814 | $54.9M |
| Wells Fargo & Company | 0.01% | Reduce -11.1% | 380,272 | $42.7M |
| PGIM Custom Harvest LLC | 0.88% | Add +570.1% | 378,734 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +62.2% | 356,584 | $40.1M |
| Portfolio Strategies, Inc. | 4.56% | Add +1.7% | 311,823 | $35.0M |
| Legacy Financial Strategies, LLC | 6.03% | Add +5.4% | 273,334 | $30.7M |
| Allworth Financial LP | 0.13% | Reduce -0.3% | 245,426 | $27.6M |
| Stuart Chaussee & Associates, Inc. | 5.81% | Reduce -0.0% | 229,468 | $25.8M |
| Stifel Financial Corp. | 0.02% | Add +11.7% | 218,882 | $24.6M |
| Cibc World Market Inc. | 0.05% | Add +91.2% | 208,061 | $23.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +0.5% | 188,571 | $21.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.1% | 186,575 | $20.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 175,318 | $19.7M |
| Truist Financial Corp. | 0.03% | Add +62.5% | 159,278 | $17.9M |
| Cetera Investment Advisers | 0.03% | Add +21.8% | 147,961 | $16.6M |
| Wellington Management Group LLP | 0.00% | Reduce -30.1% | 146,041 | $16.4M |
| Mathes Company, Inc. | 6.06% | Reduce -0.7% | 144,449 | $16.2M |
| Mariner, LLC | 0.02% | Reduce -0.4% | 138,682 | $15.6M |
| Bailard, Inc. | 0.36% | Add +0.5% | 136,161 | $15.3M |
| HB Wealth Management, LLC | 0.12% | Reduce -6.3% | 134,875 | $15.2M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -8.6% | 113,983 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -28.2% | 107,030 | $12.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.33% | Reduce -70.0% | 102,878 | $11.6M |
| Apollon Wealth Management, LLC | 0.23% | Add +0.1% | 102,667 | $11.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -60.0% | 99,000 | $11.1M |
| Northeast Financial Consultants Inc | 0.45% | Reduce -11.1% | 98,767 | $11.1M |
| GM Advisory Group, LLC | 0.55% | Add +3.3% | 98,432 | $11.1M |
| Shira Ridge Wealth Management | 4.97% | Add +11.6% | 96,767 | $10.9M |
| Dynamic Wealth Strategies, LLC | 7.62% | Add +39.9% | 94,128 | $10.6M |
| White Lighthouse Investment Management Inc. | 1.63% | Add +10.7% | 88,976 | $10.0M |
| Fairscale Capital, LLC | 7.19% | Add +6.9% | 85,267 | $9.9M |
| &partners | 0.08% | Reduce -0.1% | 87,383 | $9.8M |
| Vantage Financial Partners, LLC | 2.25% | New | 86,663 | $9.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -4.0% | 84,166 | $9.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.6% | 79,088 | $8.9M |
| Prostatis Group LLC | 2.53% | Add +113.5% | 78,614 | $8.8M |
| MML Investors Services, LLC | 0.03% | Add +301.4% | 78,412 | $8.8M |
| Baker Avenue Asset Management, LP | 0.24% | Add +4.3% | 73,665 | $8.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.8% | 72,211 | $8.1M |
| WealthBridge Capital Management, LLC | 2.00% | Add +1.2% | 70,165 | $7.9M |
| Deutsche Bank AG | 0.00% | No change | 68,230 | $7.7M |
| Cwm, LLC | 0.03% | Reduce -1.1% | 64,617 | $7.3M |
| Meridian Wealth Management, LLC | 0.31% | No change | 64,220 | $7.2M |
| Global Retirement Partners, LLC | 0.18% | — | 63,229 | $7.1M |
| Scotia Capital Inc. | 0.03% | Reduce -2.8% | 60,878 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.2% | 60,634 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +13.1% | 58,839 | $6.6M |
| Asset Management Group, Inc. | 1.13% | Add +0.1% | 57,735 | $6.5M |
| Graves Light Lenhart Wealth, Inc. | 0.75% | Reduce -1.2% | 55,973 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +189.6% | 55,770 | $6.3M |
| Acima Private Wealth, LLC | 2.04% | No change | 53,400 | $6.0M |
| Aft, Forsyth & Company, Inc. | 3.06% | Reduce -1.1% | 53,151 | $6.0M |
| NorthCoast Asset Management LLC | 0.03% | New | 52,832 | $5.9M |
| Integrity Investment Advisors, LLC | 4.47% | Add +4.0% | 51,731 | $5.8M |
| Northstar Advisory Group, LLC | 2.79% | New | 50,918 | $5.7M |
| Focus Partners Wealth | 0.01% | Add +687.9% | 50,770 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +66.7% | 49,910 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | No change | 49,821 | $5.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.0% | 48,202 | $5.6M |
| KKM Financial LLC | 1.92% | Reduce -7.1% | 48,521 | $5.5M |
| Humankind Investments LLC | 1.34% | No change | 48,930 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.8% | 48,878 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +38.1% | 47,237 | $5.3M |
| Midland Wealth Advisors, LLC | 0.29% | Reduce -0.4% | 47,071 | $5.3M |
| Interactive Financial Advisors, Inc. | 2.52% | Add +0.2% | 46,015 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +1.9% | 43,307 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 38,922 | $4.3M |
| Paragon Advisors, LLC | 1.11% | New | 37,958 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +7.2% | 37,327 | $4.2M |
| Meridian Investment Counsel Inc. | 1.12% | No change | 36,795 | $4.1M |
| Belpointe Asset Management LLC | 0.17% | Reduce -12.4% | 36,006 | $4.0M |
| Milestone Investment Advisors LLC | 1.05% | Add +8.7% | 35,913 | $4.0M |
| Creative Planning | 0.00% | Reduce -11.3% | 34,967 | $3.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +0.7% | 34,598 | $3.9M |
| Campion Asset Management | 2.86% | Reduce -1.3% | 33,950 | $3.8M |
| Traphagen Investment Advisors LLC | 0.36% | Add +2.7% | 33,650 | $3.8M |
| Sheets Smith Wealth Management | 0.44% | Reduce -1.6% | 33,560 | $3.8M |
| Journey Beyond Wealth, LLC | 3.14% | Add +21.7% | 33,132 | $3.7M |
| FMR LLC | 0.00% | Add +3.4% | 32,482 | $3.6M |
| US Bancorp \de | 0.00% | Add +51.5% | 32,375 | $3.6M |
| Keystone Global Partners, LLC | 1.86% | Reduce -2.8% | 30,431 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.3% | 29,434 | $3.3M |
| Brown Advisory Inc. | 0.00% | Add +7.2% | 29,119 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -10.0% | 28,587 | $3.2M |
| Sowell Financial Services LLC | 0.13% | Reduce -1.0% | 27,645 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +49.4% | 27,442 | $3.1M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.