iShares Expanded Tech SectorIGMETF
13F holders, Q3 2025 (September 30)498holders +40
74new positions
28sold out
3famous investors
$125.90avg. 13F price*
At the end of Q3 2025, 498 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 40 from Q2 2025. 74 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($665.1M), Envestnet Asset Management Inc. ($423.7M) and Raymond James Financial Inc. ($362.6M). 3 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $389.4M |
| Exits | 28 | $13.1M |
All 13F filers, Q2 2025 → Q3 2025: 18,455,167 shares bought and 697,317 shares sold, net +17,757,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 498 holders
| Bank of America Corp. | 0.05% | Add +101.6% | 5,280,818 | $665.1M |
| Envestnet Asset Management Inc. | 0.12% | Add +843.3% | 3,363,724 | $423.7M |
| Raymond James Financial Inc. | 0.12% | Add +393.9% | 2,879,177 | $362.6M |
| Morgan Stanley | 0.02% | Add +8.2% | 2,406,993 | $303.2M |
| Bank of Montreal | 0.11% | Add +35.6% | 2,073,372 | $261.1M |
| Truist Financial Corp. | 0.34% | Add +1165.7% | 2,016,040 | $253.9M |
| Janney Montgomery Scott LLC | 0.57% | Add +915.2% | 1,914,312 | $241.1M |
| Signature Estate & Investment Advisors LLC | 5.03% | Reduce -3.2% | 1,869,016 | $235.4M |
| WestEnd Advisors, LLC | 5.26% | New | 1,784,481 | $224.8M |
| Equitable Holdings, Inc. | 1.54% | Reduce -3.8% | 1,663,610 | $209.5M |
| LPL Financial LLC | 0.06% | Add +34.7% | 1,608,857 | $202.6M |
| Royal Bank of Canada | 0.03% | Add +15.0% | 1,411,435 | $177.8M |
| Cerity Partners LLC | 0.20% | Add +6.8% | 969,152 | $122.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.5% | 930,541 | $117.2M |
| Steward Partners Investment Advisory, LLC | 0.61% | Add +1411.1% | 842,752 | $106.1M |
| Ameriprise Financial Inc. | 0.02% | Add +12.7% | 777,520 | $97.9M |
| Destination Wealth Management | 2.19% | Reduce -1.7% | 630,972 | $79.5M |
| Victory Capital Management Inc. | 0.05% | New | 622,314 | $78.4M |
| Gray Foundation | 20.04% | No change | 559,116 | $70.4M |
| UBS Group AG | 0.01% | Reduce -5.0% | 528,251 | $66.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +0.3% | 490,020 | $61.7M |
| Wells Fargo & Company | 0.01% | Reduce -0.2% | 379,612 | $47.8M |
| PGIM Custom Harvest LLC | 0.70% | Reduce -1.9% | 371,502 | $46.8M |
| Portfolio Strategies, Inc. | 5.08% | Add +11.2% | 346,713 | $43.7M |
| Stifel Financial Corp. | 0.04% | Add +45.2% | 317,876 | $40.0M |
| Legacy Financial Strategies, LLC | 6.83% | Add +9.9% | 300,446 | $37.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | New | 270,000 | $34.0M |
| Allworth Financial LP | 0.14% | Reduce -0.7% | 243,833 | $30.7M |
| Cetera Investment Advisers | 0.03% | Add +55.1% | 229,469 | $28.9M |
| Stuart Chaussee & Associates, Inc. | 6.28% | Reduce -0.4% | 228,640 | $28.8M |
| Osaic Holdings, Inc. | 0.04% | Add +24.8% | 232,774 | $28.8M |
| Wellington Management Group LLP | 0.00% | Add +45.5% | 212,517 | $26.8M |
| SteelPeak Wealth, LLC | 0.87% | Add +7006.5% | 204,668 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.8% | 196,061 | $24.7M |
| Assetmark, Inc. | 0.05% | Add +22603.5% | 195,477 | $24.6M |
| HB Wealth Management, LLC | 0.12% | Add +7.7% | 145,254 | $18.3M |
| Mariner, LLC | 0.02% | Add +1.4% | 140,580 | $17.7M |
| Mathes Company, Inc. | 6.40% | Reduce -2.8% | 140,424 | $17.7M |
| MML Investors Services, LLC | 0.05% | Add +78.8% | 140,209 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +29.1% | 138,162 | $17.4M |
| Bailard, Inc. | 0.38% | Add +1.1% | 137,638 | $17.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +73.3% | 137,061 | $17.3M |
| Cibc World Market Inc. | 0.03% | Reduce -40.2% | 124,419 | $15.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +36.0% | 114,438 | $14.4M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -1.0% | 112,855 | $14.2M |
| Corient Private Wealth LP | 0.02% | Add +2106.2% | 115,518 | $13.3M |
| White Lighthouse Investment Management Inc. | 1.97% | Add +15.5% | 102,735 | $12.9M |
| Apollon Wealth Management, LLC | 0.23% | Reduce -0.3% | 102,315 | $12.9M |
| GM Advisory Group, LLC | 0.54% | Add +1.5% | 99,889 | $12.6M |
| Trilogy Capital Inc. | 0.57% | New | 98,124 | $12.4M |
| Shira Ridge Wealth Management | 5.19% | Add +0.4% | 97,138 | $12.2M |
| Vantage Financial Partners, LLC | 2.55% | Add +11.1% | 96,272 | $12.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.31% | Reduce -7.0% | 95,685 | $12.1M |
| Dynamic Wealth Strategies, LLC | 7.98% | Add +0.8% | 94,832 | $11.9M |
| NewEdge Advisors, LLC | 0.05% | Add +27.4% | 92,014 | $11.6M |
| &partners | 0.07% | Add +2.0% | 89,163 | $11.2M |
| Fairscale Capital, LLC | 7.33% | Reduce -0.7% | 84,685 | $10.7M |
| Prostatis Group LLC | 2.52% | Add +1.4% | 79,708 | $10.0M |
| Focus Partners Wealth | 0.02% | Add +52.6% | 77,490 | $9.8M |
| Baker Avenue Asset Management, LP | 0.22% | Add +1.1% | 74,502 | $9.4M |
| Deutsche Bank AG | 0.00% | Add +2.6% | 70,031 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +86.1% | 69,476 | $8.8M |
| WealthBridge Capital Management, LLC | 2.04% | Reduce -1.4% | 69,165 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | New | 68,012 | $8.6M |
| Cwm, LLC | 0.02% | Add +0.6% | 64,983 | $8.2M |
| Meridian Wealth Management, LLC | 0.31% | No change | 64,220 | $8.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +29.0% | 63,064 | $7.9M |
| Global Retirement Partners, LLC | 0.17% | Reduce -2.6% | 61,607 | $7.8M |
| Scotia Capital Inc. | 0.03% | Add +0.6% | 61,236 | $7.7M |
| NorthCoast Asset Management LLC | 0.03% | Add +10.6% | 58,441 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.1% | 58,134 | $7.3M |
| Asset Management Group, Inc. | 1.18% | Reduce -1.1% | 57,100 | $7.2M |
| Graves Light Lenhart Wealth, Inc. | 0.78% | No change | 55,973 | $7.0M |
| Integrity Investment Advisors, LLC | 4.55% | Add +5.2% | 54,433 | $6.9M |
| Acima Private Wealth, LLC | 2.11% | No change | 53,400 | $6.7M |
| Midland Wealth Advisors, LLC | 0.36% | Add +13.0% | 53,174 | $6.7M |
| Aft, Forsyth & Company, Inc. | 3.20% | Reduce -0.1% | 53,094 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.5% | 52,209 | $6.6M |
| First Trust Advisors LP | 0.00% | Reduce -11.5% | 52,071 | $6.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +0.4% | 50,038 | $6.3M |
| Advisory Services Network, LLC | 0.09% | Add +3.2% | 49,727 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 49,768 | $6.2M |
| Humankind Investments LLC | 1.41% | No change | 48,930 | $6.2M |
| US Bancorp \de | 0.01% | Add +44.8% | 46,884 | $5.9M |
| KKM Financial LLC | 1.82% | Reduce -5.1% | 46,065 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 44,863 | $5.7M |
| Paragon Advisors, LLC | 1.35% | Add +9.1% | 41,417 | $5.2M |
| Coastal Bridge Advisors, LLC | 0.39% | New | 41,200 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +252.7% | 38,980 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +684.0% | 38,879 | $4.9M |
| Creative Planning | 0.00% | Add +10.8% | 38,748 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.8% | 36,675 | $4.7M |
| Meridian Investment Counsel Inc. | 1.13% | Reduce -1.6% | 36,195 | $4.6M |
| Milestone Investment Advisors LLC | 1.13% | Add +0.5% | 36,104 | $4.5M |
| Belpointe Asset Management LLC | 0.17% | Reduce -0.7% | 35,773 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +46.8% | 34,404 | $4.3M |
| Interactive Financial Advisors, Inc. | 2.30% | Reduce -26.6% | 33,773 | $4.3M |
| Traphagen Investment Advisors LLC | 0.36% | Reduce -0.0% | 33,644 | $4.2M |
| Campion Asset Management | 3.00% | Reduce -1.3% | 33,512 | $4.2M |
| FMR LLC | 0.00% | Reduce -2.0% | 31,834 | $4.0M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.