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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$113.41 -2.52 (-2.17%)
Closing price 08/1/2025 04:10 PM Eastern
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$113.16 -0.25 (-0.22%)
As of 08/1/2025 06:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
268
Total
Institutional Inflows
(last 12 months)
$663.61M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$289.22M
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IGM Institutional Buying and Selling by Quarter

iShares Expanded Tech Sector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Stuart Chaussee & Associates Inc.229,468$25.78M5.8%0.0%0.377%
8/1/2025 Schmidt P J Investment Management Inc.6,714$754K0.1%-2.5%0.011%
8/1/2025 Ashton Thomas Private Wealth LLC11,221$1.26M0.0%-2.9%0.018%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd102,878$11.56M0.3%-70.0%0.169%
8/1/2025 Envestnet Asset Management Inc.356,584$40.06M0.0%+62.2%0.586%
7/31/2025 Strait & Sound Wealth Management LLC5,833$655K0.3%+10.1%0.010%
7/31/2025 Leavell Investment Management Inc.4,985$560K0.0%+7.3%0.008%
7/31/2025 TSA Wealth Managment LLC6,047$679K0.2%-10.1%0.010%
7/30/2025 Paragon Advisors LLC37,958$4.26M1.1%N/A0.062%
7/30/2025 Strategic Blueprint LLC5,592$628K0.0%-4.5%0.009%
7/30/2025 Silver Oak Wealth Advisors Services LLC1,800$202K0.1%N/A0.003%
7/30/2025 Clifford Swan Investment Counsel LLC13,500$1.52M0.1%-10.0%0.022%
7/30/2025 Capital Wealth Alliance LLC4,881$548K0.3%-3.1%0.008%
7/30/2025 White Lighthouse Investment Management Inc.88,976$10.00M1.6%+10.7%0.146%
7/30/2025 Klingman & Associates LLC1,800$202K0.0%N/A0.003%
7/30/2025 Bogart Wealth LLC2,093$235K0.0%+75.7%0.003%
7/29/2025 Stephens Inc. AR23,172$2.60M0.0%+1.3%0.038%
7/29/2025 Calamos Wealth Management LLC2,100$236K0.0%N/A0.003%
7/29/2025 Chicago Partners Investment Group LLC1,782$204K0.0%N/A0.003%
7/29/2025 International Assets Investment Management LLC2,914$327K0.0%-7.8%0.005%
7/29/2025 Signature Estate & Investment Advisors LLC1,929,928$216.81M5.0%+1.7%3.193%
7/29/2025 Quotient Wealth Partners LLC8,875$997K0.0%-6.9%0.015%
7/29/2025 Stratos Wealth Partners LTD.8,127$913K0.0%+3.8%0.013%
7/29/2025 BXM Wealth LLC19,322$2.17M2.6%-25.2%0.032%
7/29/2025 Horst & Graben Wealth Management LLC5,679$638K0.1%+41.4%0.009%
7/28/2025 WealthPlan Investment Management LLC3,122$351K0.0%N/A0.005%
7/28/2025 Copia Wealth Management11,052$1.24M1.0%-8.9%0.018%
7/28/2025 Harbour Investments Inc.5,245$589K0.0%+4.5%0.009%
7/28/2025 Cypress Wealth Services LLC8,103$910K0.2%-2.5%0.013%
7/28/2025 Sagespring Wealth Partners LLC113,983$12.81M0.1%-8.6%0.189%
7/25/2025 Atria Wealth Solutions Inc.2,199$247K0.0%-75.8%0.004%
7/25/2025 Envestnet Portfolio Solutions Inc.3,502$393K0.0%+10.7%0.006%
7/25/2025 MGO One Seven LLC2,412$271K0.0%N/A0.004%
7/25/2025 Prostatis Group LLC78,614$8.83M2.5%+113.5%0.130%
7/25/2025 CWM LLC64,617$7.26M0.0%-1.1%0.107%
7/25/2025 Concurrent Investment Advisors LLC4,959$557K0.0%-10.2%0.008%
7/25/2025 waypoint wealth counsel2,993$336K0.2%-43.2%0.005%
7/25/2025 Apollon Wealth Management LLC102,667$11.53M0.2%+0.1%0.170%
7/24/2025 Eastern Bank6,084$683K0.0%-1.5%0.010%
7/24/2025 Etesian Wealth Advisors Inc.5,372$603K0.2%+2.8%0.009%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
7/24/2025 MA Private Wealth1,986$223K0.0%N/A0.003%
7/24/2025 Blair William & Co. IL5,387$605K0.0%+117.7%0.009%
7/24/2025 Capital Advisors Ltd. LLC325$37K0.0%N/A0.001%
7/24/2025 US Bancorp DE32,375$3.64M0.0%+51.5%0.054%
7/23/2025 Castle Rock Wealth Management LLC1,800$208K0.0%N/A0.003%
7/23/2025 Traphagen Investment Advisors LLC33,650$3.78M0.4%+2.7%0.056%
7/23/2025 SteelPeak Wealth LLC2,880$324K0.0%-48.7%0.005%
7/22/2025 Belpointe Asset Management LLC36,006$4.05M0.2%-12.4%0.060%
7/22/2025 Duncan Williams Asset Management LLC5,935$667K0.1%N/A0.010%
7/22/2025 Kickstand Ventures LLC.5,935$667K0.2%-3.6%0.010%
7/22/2025 Journey Beyond Wealth LLC33,132$3.72M3.1%+21.7%0.055%
7/22/2025 Apexium Financial LP24,174$2.72M0.1%-48.8%0.040%
7/21/2025 QRG Capital Management Inc.3,736$420K0.0%N/A0.006%
7/21/2025 Grassi Investment Management3,650$410K0.0%-14.2%0.006%
7/21/2025 Ascent Group LLC9,004$1.01M0.0%-14.5%0.015%
7/21/2025 Creative Capital Management Investments LLC252$28K0.0%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC1,059$119K0.0%N/A0.002%
7/18/2025 EWA LLC1,929$217K0.1%N/A0.003%
7/18/2025 Newman Dignan & Sheerar Inc.1,800$202K0.0%N/A0.003%
7/18/2025 SOA Wealth Advisors LLC.5,636$633K0.1%-2.4%0.009%
7/18/2025 Bartlett & CO. Wealth Management LLC1,045$117K0.0%+120.5%0.002%
7/18/2025 Consolidated Portfolio Review Corp3,429$385K0.1%+8.1%0.006%
7/18/2025 Truist Financial Corp159,278$17.89M0.0%+62.5%0.264%
7/17/2025 One Wealth Advisors LLC14,523$1.63M0.2%+11.0%0.024%
7/17/2025 Capital Investment Advisors LLC9,582$1.08M0.0%+41.7%0.016%
7/17/2025 HB Wealth Management LLC134,875$15.15M0.1%-6.4%0.225%
7/17/2025 Janney Montgomery Scott LLC188,571$21.18M0.1%+0.5%0.315%
7/17/2025 Campion Asset Management33,950$3.81M2.9%-1.3%0.057%
7/17/2025 Kelly Financial Services LLC2,516$283K0.1%+9.5%0.004%
7/17/2025 Vermillion Wealth Management Inc.1,488$167K0.1%+69.1%0.002%
7/17/2025 Keystone Global Partners LLC30,431$3.42M1.9%-2.8%0.051%
7/16/2025 CX Institutional1,273$143K0.0%+327.2%0.002%
7/16/2025 Perigon Wealth Management LLC21,161$2.38M0.1%+11.5%0.035%
7/16/2025 Magnus Financial Group LLC2,131$239K0.0%N/A0.004%
7/16/2025 Kennedy Investment Group5,678$638K0.3%+3.6%0.009%
7/15/2025 Accurate Wealth Management LLC3,776$427K0.1%N/A0.006%
7/15/2025 Sheets Smith Wealth Management33,560$3.77M0.4%-1.6%0.056%
7/14/2025 Clear Harbor Asset Management LLC2,064$232K0.0%N/A0.003%
7/14/2025 Southland Equity Partners LLC4,647$522K0.1%-19.2%0.008%
7/14/2025 Park Avenue Securities LLC21,820$2.45M0.0%+129.2%0.036%
7/14/2025 Sowell Financial Services LLC27,645$3.11M0.1%-1.0%0.046%
7/11/2025 Great Waters Wealth Management2,040$229K0.0%N/A0.003%
7/11/2025 CX Institutional1,273$143K0.0%+327.2%0.002%
7/11/2025 Shelton Wealth Management LLC21,889$2.46M1.2%-1.0%0.037%
7/10/2025 Legacy Financial Strategies LLC273,334$30.71M6.0%+5.4%0.458%
7/10/2025 Global Financial Private Client LLC2,592$291K0.1%-75.3%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC25,154$2.85M0.0%-33.1%0.042%
7/10/2025 Wedmont Private Capital2,159$245K0.0%N/A0.004%
7/10/2025 Shira Ridge Wealth Management96,767$10.87M5.0%+11.6%0.162%
7/9/2025 Graves Light Lenhart Wealth Inc.55,973$6.29M0.7%-1.2%0.094%
The Altcoin That Could be Poised to Benefit Most from Trump’s Return (Ad)

With Trump back in office, the crypto tide is turning fast. Regulation is easing. Momentum is building. And according to Weiss Ratings analyst Juan Villaverde, a major shift is coming. Juan has nailed every major Bitcoin move since 2012—but right now, he says the biggest upside isn’t in BTC or ETH. It’s in a lesser-known altcoin he believes could become the “third pillar of crypto”… and potentially define America’s first true crypto presidency.

See why Washington insiders are quietly buying this coin before it goes public.
7/9/2025 GEM Asset Management LLC2,016$227K0.1%N/A0.003%
7/9/2025 Beacon Financial Group9,094$1.02M0.1%-2.1%0.015%
7/8/2025 Everpar Advisors LLC4,285$481K0.2%+27.6%0.007%
7/8/2025 Northstar Advisory Group LLC50,918$5.72M2.8%N/A0.085%
7/8/2025 Webster Bank N. A.17,373$1.95M0.2%-2.8%0.029%
6/5/2025Osterweis Capital Management Inc.6,418$582K0.0%-32.2%0.011%
5/22/2025Rollins Financial Advisors LLC3,771$342K0.1%N/A0.006%
5/21/2025Geneos Wealth Management Inc.3,130$284K0.0%-9.3%0.005%
5/20/2025 Belpointe Asset Management LLC41,110$3.73M0.2%-58.3%0.071%
5/19/2025SageView Advisory Group LLC2,589$235K0.0%-13.5%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, 415 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Bank of America Corp DE ($297.38M), Signature Estate & Investment Advisors LLC ($216.81M), Bank of Montreal Can ($120.63M), Royal Bank of Canada ($114.16M), LPL Financial LLC ($105.08M), Cerity Partners LLC ($81.75M), and JPMorgan Chase & Co. ($80.15M).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 383 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), Raymond James Financial Inc. ($642.51K), OVERSEA CHINESE BANKING Corp Ltd ($563.75K), Gray Foundation ($559.12K), SteelPeak Wealth LLC ($534.55K), Wellington Management Group LLP ($475.04K), and Bank of Montreal Can ($471.20K).

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

Institutional investors have bought a total of 6,766,762 shares in the last 24 months. This purchase volume represents approximately $663.61M in transactions.

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

Of the 150 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 Montreal Can ($475.59K), 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 2,925,669 shares in the last 24 months. This volume of shares sold represents approximately $289.22M in transactions.



This page (NYSEARCA:IGM) was last updated on 8/4/2025 by MarketBeat.com Staff
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