iShares Expanded Tech SectorIGMETF
13F holders, Q4 2025 (December 31)512holders +14
31new positions
32sold out
3famous investors
$129.16avg. 13F price*
At the end of Q4 2025, 512 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 14 from Q3 2025. 31 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($489.5M), JPMorgan Chase & Co. ($329.2M) and Morgan Stanley ($308.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $12.7M |
| Exits | 32 | $52.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,586,275 shares bought and 9,946,903 shares sold, net −7,360,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| Bank of America Corp. | 0.04% | Reduce -28.2% | 3,790,249 | $489.5M |
| JPMorgan Chase & Co. | 0.02% | Add +173.9% | 2,548,418 | $329.2M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 2,390,840 | $308.8M |
| Signature Estate & Investment Advisors LLC | 4.81% | Reduce -1.1% | 1,847,675 | $238.6M |
| Raymond James Financial Inc. | 0.07% | Reduce -38.4% | 1,773,473 | $229.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -50.1% | 1,676,689 | $216.6M |
| Equitable Holdings, Inc. | 1.42% | Reduce -3.1% | 1,611,297 | $208.1M |
| LPL Financial LLC | 0.05% | Reduce -9.6% | 1,453,943 | $187.8M |
| Bank of Montreal | 0.07% | Reduce -36.8% | 1,310,100 | $169.2M |
| Royal Bank of Canada | 0.03% | Reduce -9.9% | 1,271,199 | $164.2M |
| Janney Montgomery Scott LLC | 0.31% | Reduce -45.9% | 1,035,830 | $133.8M |
| Truist Financial Corp. | 0.18% | Reduce -49.1% | 1,025,328 | $132.4M |
| Cerity Partners LLC | 0.18% | Reduce -2.7% | 942,890 | $121.8M |
| WestEnd Advisors, LLC | 2.48% | Reduce -53.8% | 823,694 | $106.4M |
| Steward Partners Investment Advisory, LLC | 0.56% | Reduce -6.9% | 784,414 | $101.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.5% | 765,711 | $98.9M |
| Destination Wealth Management | 2.11% | Reduce -0.9% | 625,219 | $80.8M |
| Gray Foundation | 18.12% | No change | 559,116 | $72.2M |
| UBS Group AG | 0.01% | Reduce -2.9% | 512,887 | $66.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -1.1% | 484,522 | $62.6M |
| Wells Fargo & Company | 0.01% | Add +11.8% | 424,377 | $54.8M |
| PGIM Custom Harvest LLC | 0.71% | Add +0.1% | 371,801 | $48.0M |
| Wellington Management Group LLP | 0.01% | Add +66.4% | 353,541 | $45.7M |
| Portfolio Strategies, Inc. | 5.25% | Add +1.3% | 351,199 | $45.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -53.6% | 288,880 | $37.3M |
| Stifel Financial Corp. | 0.03% | Reduce -11.7% | 280,697 | $36.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -1.9% | 265,000 | $34.2M |
| Legacy Financial Strategies, LLC | 5.83% | Reduce -15.2% | 254,895 | $32.9M |
| Lido Advisors, LLC | 0.12% | Add +3325.3% | 235,458 | $30.4M |
| Allworth Financial LP | 0.12% | Reduce -4.0% | 234,047 | $30.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -9.6% | 210,508 | $27.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.0% | 201,952 | $26.1M |
| Cetera Investment Advisers | 0.03% | Reduce -15.5% | 193,817 | $25.0M |
| Focus Partners Wealth | 0.02% | Add +106.0% | 159,592 | $20.6M |
| HB Wealth Management, LLC | 0.12% | Add +0.3% | 145,612 | $18.8M |
| MML Investors Services, LLC | 0.04% | Reduce -1.4% | 138,215 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.4% | 133,538 | $17.2M |
| Mariner, LLC | 0.02% | Reduce -5.7% | 132,575 | $17.1M |
| Bailard, Inc. | 0.37% | Reduce -5.5% | 130,075 | $16.8M |
| Mathes Company, Inc. | 5.71% | Reduce -12.2% | 123,315 | $15.9M |
| Cibc World Market Inc. | 0.03% | Reduce -8.3% | 114,029 | $14.7M |
| White Lighthouse Investment Management Inc. | 2.05% | Add +10.9% | 113,956 | $14.7M |
| Sagespring Wealth Partners, LLC | 0.26% | Reduce -1.4% | 111,265 | $14.4M |
| Decker Wealth Management LLC | 3.07% | — | 108,140 | $14.0M |
| Corient Private Wealth LP | 0.02% | Reduce -8.5% | 105,648 | $13.6M |
| Assetmark, Inc. | 0.03% | Reduce -46.1% | 105,417 | $13.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -25.0% | 102,784 | $13.3M |
| Apollon Wealth Management, LLC | 0.23% | Reduce -0.6% | 101,732 | $13.1M |
| GM Advisory Group, LLC | 0.51% | Add +0.5% | 100,344 | $13.0M |
| Dynamic Wealth Strategies, LLC | 7.62% | Add +4.5% | 99,109 | $12.8M |
| Vantage Financial Partners, LLC | 2.52% | Reduce -0.2% | 96,098 | $12.4M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -16.3% | 95,842 | $12.4M |
| Shira Ridge Wealth Management | 4.68% | Reduce -7.2% | 90,129 | $11.6M |
| &partners | 0.06% | Add +1.1% | 90,105 | $11.6M |
| Prostatis Group LLC | 2.62% | Add +6.7% | 85,074 | $11.0M |
| Fairscale Capital, LLC | 7.26% | Add +0.1% | 84,744 | $10.9M |
| Baker Avenue Asset Management, LP | 0.22% | Add +0.5% | 74,835 | $9.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.26% | Reduce -24.4% | 72,349 | $9.3M |
| Deutsche Bank AG | 0.00% | Add +2.1% | 71,489 | $9.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.8% | 69,863 | $9.0M |
| WealthBridge Capital Management, LLC | 1.99% | Reduce -2.4% | 67,525 | $8.7M |
| Cwm, LLC | 0.02% | Reduce -0.6% | 64,592 | $8.3M |
| Meridian Wealth Management, LLC | 0.29% | No change | 64,220 | $8.3M |
| Global Retirement Partners, LLC | 0.14% | Add +1.1% | 62,307 | $8.0M |
| Scotia Capital Inc. | 0.03% | Add +1.5% | 62,182 | $8.0M |
| Asset Management Group, Inc. | 1.19% | Reduce -0.3% | 56,946 | $7.4M |
| Integrity Investment Advisors, LLC | 3.98% | Add +2.9% | 56,020 | $7.2M |
| Graves Light Lenhart Wealth, Inc. | 0.77% | No change | 55,973 | $7.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -39.5% | 55,651 | $7.2M |
| Blair William & Co. | 0.02% | Add +919.5% | 54,919 | $7.1M |
| Northstar Advisory Group, LLC | 2.51% | Add +327.0% | 54,756 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.0% | 54,677 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +8.6% | 54,046 | $7.0M |
| Aft, Forsyth & Company, Inc. | 2.96% | Reduce -0.0% | 53,071 | $6.9M |
| Midland Wealth Advisors, LLC | 0.36% | Reduce -0.4% | 52,963 | $6.8M |
| First Trust Advisors LP | 0.00% | Add +0.9% | 52,563 | $6.8M |
| US Bancorp \de | 0.01% | Add +10.8% | 51,966 | $6.7M |
| Acima Private Wealth, LLC | 2.05% | Reduce -4.0% | 51,240 | $6.6M |
| Trilogy Capital Inc. | 0.29% | Reduce -49.0% | 50,082 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Add +131505.3% | 50,010 | $6.5M |
| Humankind Investments LLC | 2.83% | No change | 48,930 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.9% | 48,103 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 47,182 | $6.1M |
| Advisory Services Network, LLC | 0.09% | Reduce -5.4% | 47,060 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +13.4% | 44,109 | $5.7M |
| KKM Financial LLC | 0.99% | Reduce -6.7% | 42,967 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -39.2% | 42,251 | $5.5M |
| FMR LLC | 0.00% | Add +25.2% | 39,853 | $5.1M |
| Paragon Advisors, LLC | 1.35% | Reduce -6.8% | 38,584 | $5.0M |
| Creative Planning | 0.00% | Reduce -1.5% | 38,180 | $4.9M |
| Milestone Investment Advisors LLC | 1.13% | Add +0.0% | 36,118 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +374.4% | 35,583 | $4.6M |
| Meridian Investment Counsel Inc. | 1.11% | Reduce -1.8% | 35,557 | $4.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -49.0% | 34,694 | $4.5M |
| Traphagen Investment Advisors LLC | 0.36% | Reduce -0.3% | 33,544 | $4.3M |
| Campion Asset Management | 2.97% | Reduce -1.0% | 33,173 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -16.4% | 30,676 | $4.0M |
| Interactive Financial Advisors, Inc. | 2.44% | Reduce -13.6% | 29,198 | $3.8M |
| Sheets Smith Wealth Management | 0.41% | Reduce -5.3% | 29,165 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -5.1% | 29,063 | $3.8M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.