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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$116.71 +2.03 (+1.77%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$116.92 +0.21 (+0.18%)
As of 08/22/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
287
Total
Institutional Inflows
(last 12 months)
$765.38M
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$312.96M
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IGM Institutional Buying and Selling by Quarter

iShares Expanded Tech Sector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2025 Forefront Wealth Partners LLC6,588$701K0.5%+71.6%0.011%
8/19/2025 B. Riley Wealth Advisors Inc.23,519$2.64M0.1%N/A0.039%
8/19/2025 Cape Investment Advisory Inc.3,642$409K0.1%+10.5%0.006%
8/19/2025 Advisory Services Network LLC48,202$5.59M0.1%-4.0%0.079%
8/18/2025 Tyler Stone Wealth Management12,572$1.41M0.2%-1.4%0.021%
8/18/2025 N.E.W. Advisory Services LLC482$54K0.0%-49.9%0.001%
8/18/2025 Geneos Wealth Management Inc.3,342$375K0.0%+6.8%0.005%
8/15/2025 High Falls Advisors Inc3,727$419K0.1%+30.2%0.006%
8/15/2025 Nikulski Financial Inc.12,968$1.46M0.4%-24.6%0.021%
8/15/2025 Corient Private Wealth LLC5,236$588K0.0%-66.3%0.009%
8/15/2025 Equitable Holdings Inc.1,729,204$194.26M1.6%-3.2%2.842%
8/15/2025 Northeast Financial Consultants Inc98,767$11.10M0.5%-11.1%0.162%
8/15/2025 Keel Point LLC9,750$1.10M0.1%N/A0.016%
8/15/2025 Snowden Capital Advisors LLC3,473$390K0.0%-10.7%0.006%
8/15/2025 MML Investors Services LLC78,412$8.81M0.0%+301.4%0.129%
8/15/2025 IHT Wealth Management LLC29,434$3.31M0.1%-2.3%0.048%
8/15/2025 Great Valley Advisor Group Inc.15,511$1.74M0.0%+1.3%0.025%
8/15/2025 Group One Trading LLC3,213$361K0.0%N/A0.005%
8/15/2025 EP Wealth Advisors LLC6,618$743K0.0%+4.7%0.011%
8/15/2025 Benjamin Edwards Inc.8,837$993K0.0%+24.1%0.015%
8/15/2025 Bank of America Corp DE2,619,861$294.32M0.0%-11.7%4.305%
8/15/2025 AFT Forsyth & Company Inc.53,151$5.97M3.1%-1.1%0.087%
8/15/2025 Ameriprise Financial Inc.690,196$77.53M0.0%+8.3%1.134%
8/14/2025 Raymond James Financial Inc.582,918$65.49M0.0%-9.3%0.964%
8/14/2025 Quantinno Capital Management LP3,893$437K0.0%N/A0.006%
8/14/2025 Diversify Advisory Services LLC13,308$1.58M0.1%+1.7%0.022%
8/14/2025 Peapack Gladstone Financial Corp9,150$1.03M0.0%-1.6%0.015%
8/14/2025 Vivaldi Capital Management LP3,595$404K0.1%N/A0.006%
8/14/2025 Clarity Asset Management Inc.350$39K0.0%N/A0.001%
8/14/2025 Osterweis Capital Management Inc.2,053$231K0.0%-68.0%0.003%
8/14/2025 The Manufacturers Life Insurance Company 23,437$2.63M0.0%-50.5%0.039%
8/14/2025 FAS Wealth Partners Inc.250$28K0.0%N/A0.000%
8/14/2025 NewEdge Advisors LLC72,211$8.11M0.0%-1.8%0.119%
8/14/2025 Qube Research & Technologies Ltd3,268$367K0.0%+3.7%0.005%
8/14/2025 Baker Avenue Asset Management LP73,665$8.28M0.2%+4.3%0.122%
8/14/2025 Bollard Group LLC6,406$720K0.0%+8.7%0.011%
8/14/2025 Cerity Partners LLC907,585$101.96M0.2%+0.7%1.501%
8/13/2025 PGIM Custom Harvest LLC378,734$42.55M0.9%+570.1%0.627%
8/13/2025 Shepherd Financial Partners LLC1,800$202K0.0%N/A0.003%
8/13/2025 Avestar Capital LLC11,861$1.33M0.1%-4.0%0.020%
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8/13/2025 Brown Advisory Inc.29,119$3.27M0.0%+7.2%0.048%
8/13/2025 SCS Capital Management LLC4,897$550K0.0%-37.6%0.008%
8/13/2025 Marshall Wace LLP27,442$3.08M0.0%N/A0.045%
8/13/2025 Milestone Investment Advisors LLC35,913$4.03M1.1%+8.7%0.059%
8/13/2025 Baird Financial Group Inc.9,784$1.10M0.0%-5.4%0.016%
8/13/2025 Dynamic Wealth Strategies LLC94,128$10.57M7.6%+39.9%0.156%
8/13/2025 First Trust Advisors LP58,839$6.61M0.0%+13.1%0.097%
8/13/2025 Trek Financial LLC2,280$256K0.0%N/A0.004%
8/13/2025 CW Advisors LLC14,400$1.62M0.0%+12.6%0.024%
8/13/2025 Beacon Pointe Advisors LLC11,375$1.28M0.0%+1.5%0.019%
8/13/2025 Smith Moore & CO.18,764$2.11M0.2%+4.7%0.031%
8/13/2025 Financial Freedom LLC22,764$2.56M1.4%+11.1%0.038%
8/13/2025 Lido Advisors LLC6,124$688K0.0%N/A0.010%
8/13/2025 WealthTrust Axiom LLC7,329$823K0.2%-7.8%0.012%
8/13/2025 Quadrature Capital Ltd4,351$489K0.0%-88.8%0.007%
8/13/2025 Scotia Capital Inc.60,878$6.84M0.0%-2.8%0.101%
8/13/2025 Northwestern Mutual Wealth Management Co.49,910$5.61M0.0%+66.7%0.083%
8/13/2025 Integrity Investment Advisors LLC51,731$5.81M4.5%+4.0%0.086%
8/13/2025 GM Advisory Group LLC98,432$11.06M0.5%+3.3%0.163%
8/13/2025 Choreo LLC3,160$355K0.0%+6.8%0.005%
8/12/2025 J.W. Cole Advisors Inc.7,133$801K0.0%N/A0.012%
8/12/2025 Manchester Capital Management LLC3,843$432K0.1%-9.5%0.006%
8/12/2025 Steward Partners Investment Advisory LLC55,770$6.27M0.0%+189.6%0.092%
8/12/2025 CreativeOne Wealth LLC2,178$245K0.0%N/A0.004%
8/12/2025 Global Retirement Partners LLC63,229$7.10M0.2%N/A0.105%
8/12/2025 Soundwatch Capital LLC62,657$7.04M0.0%N/A0.104%
8/12/2025 WealthBridge Capital Management LLC70,165$7.88M2.0%+1.2%0.116%
8/12/2025 Franklin Resources Inc.5,896$662K0.0%-3.8%0.010%
8/12/2025 JPMorgan Chase & Co.917,005$103.02M0.0%+0.8%1.517%
8/11/2025 TD Waterhouse Canada Inc.620$69K0.0%-92.2%0.001%
8/11/2025 Wealthspire Advisors LLC8,597$966K0.0%-9.9%0.014%
8/11/2025 Bell Investment Advisors Inc389$44K0.0%-77.3%0.001%
8/8/2025 Tortoise Investment Management LLC3,610$406K0.0%+19.9%0.006%
8/8/2025 Blankinship & Foster LLC1,847$207K0.0%N/A0.003%
8/8/2025 Rockefeller Capital Management L.P.48,878$5.49M0.0%+4.8%0.081%
8/8/2025 Citizens Financial Group Inc. RI1,907$214K0.0%N/A0.003%
8/8/2025 Avantax Advisory Services Inc.21,891$2.46M0.0%+11.3%0.036%
8/8/2025 Cetera Investment Advisers147,961$16.62M0.0%+21.8%0.245%
8/8/2025 Creative Planning34,967$3.93M0.0%-11.3%0.058%
8/8/2025 Kane Investment Management Inc.2,604$293K0.2%-63.2%0.004%
8/8/2025 Family Firm Inc.15,509$1.74M0.4%+12.2%0.026%
8/8/2025 Bailard Inc.136,161$15.30M0.4%+0.5%0.225%
8/8/2025 PNC Financial Services Group Inc.79,088$8.89M0.0%-4.6%0.131%
8/8/2025 Comprehensive Financial Planning Inc. PA10,090$1.13M0.9%-1.0%0.017%
8/8/2025 Wealth Alliance LLC2,619$294K0.0%-37.7%0.004%
8/7/2025 Clarity Wealth Advisors LLC21,960$2.47M0.6%-2.8%0.036%
8/7/2025 Midland Wealth Advisors LLC47,071$5.29M0.3%-0.4%0.078%
8/7/2025 Cahill Financial Advisors Inc.3,255$366K0.0%N/A0.005%
8/7/2025 Allworth Financial LP245,426$27.57M0.1%-0.3%0.406%
8/7/2025 Rollins Financial Advisors LLC4,649$522K0.1%+23.3%0.008%
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8/7/2025 Sound View Wealth Advisors Group LLC6,156$692K0.1%-8.2%0.010%
8/6/2025 Middleton & Co. Inc. MA2,100$236K0.0%N/A0.003%
8/6/2025 Commonwealth Equity Services LLC488,814$54.91M0.1%+13.9%0.809%
8/6/2025 First Horizon Advisors Inc.4,375$491K0.0%+172.6%0.007%
8/6/2025 Moors & Cabot Inc.2,450$275K0.0%-29.0%0.004%
8/6/2025 RFG Bristol Wealth Advisors LLC14,610$1.64M0.5%-19.0%0.024%
8/5/2025 Fourth Dimension Wealth LLC4,070$457K0.2%-2.5%0.007%
8/5/2025 Main Street Research LLC1,932$217K0.0%N/A0.003%
8/5/2025 Claro Advisors LLC2,627$295K0.0%-20.7%0.004%
8/5/2025 Westside Investment Management Inc.2,700$303K0.1%-4.7%0.004%
(Data available from 1/1/2016 forward)

IGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGM shares?

During the previous two years, 433 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Bank of America Corp DE ($294.32M), Signature Estate & Investment Advisors LLC ($216.81M), Equitable Holdings Inc. ($194.26M), Bank of Montreal Can ($171.81M), Royal Bank of Canada ($114.16M), LPL Financial LLC ($105.08M), and JPMorgan Chase & Co. ($103.02M).Learn more on iShares Expanded Tech Sector ETF's institutional investors.

Which institutional investors have been buying iShares Expanded Tech Sector ETF's stock?

Of the 395 institutional investors that purchased iShares Expanded Tech Sector ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Signature Estate & Investment Advisors LLC ($1.75M), Bank of Montreal Can ($845.51K), Raymond James Financial Inc. ($642.51K), OVERSEA CHINESE BANKING Corp Ltd ($563.75K), Gray Foundation ($559.12K), SteelPeak Wealth LLC ($534.55K), and Wellington Management Group LLP ($475.04K).

How much institutional buying is happening at iShares Expanded Tech Sector ETF?

Institutional investors have bought a total of 7,602,900 shares in the last 24 months. This purchase volume represents approximately $765.38M in transactions.

Which of iShares Expanded Tech Sector ETF's major shareholders have been selling company stock?

Of the 176 institutional investors that sold iShares Expanded Tech Sector ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($532.17K), Bank of America Corp DE ($348.59K), OVERSEA CHINESE BANKING Corp Ltd ($239.71K), Envestnet Asset Management Inc. ($204.64K), GM Advisory Group LLC ($198.38K), SteelPeak Wealth LLC ($135.41K), and Mirae Asset Global Investments Co. Ltd. ($107K).

How much institutional selling is happening at iShares Expanded Tech Sector ETF?

Institutional investors have sold a total of 3,061,799 shares in the last 24 months. This volume of shares sold represents approximately $312.96M in transactions.


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This page (NYSEARCA:IGM) was last updated on 8/24/2025 by MarketBeat.com Staff
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