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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$128.50 +0.85 (+0.66%)
As of 09:43 AM 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)
286
Total
Institutional Inflows
(last 12 months)
$762.46M
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$319.71M
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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
9/26/2025Corient Private Wealth LLC5,236$588K0.0%-66.3%0.009%
9/4/2025Osaic Holdings Inc.186,575$20.94M0.0%-21.1%0.307%
8/29/2025Centaurus Financial Inc.3,881$436K0.0%+15.9%0.006%
8/20/2025Forefront Wealth Partners LLC6,588$701K0.5%+71.6%0.011%
8/19/2025B. Riley Wealth Advisors Inc.23,519$2.64M0.1%N/A0.039%
8/19/2025Cape Investment Advisory Inc.3,642$409K0.1%+10.5%0.006%
8/19/2025Advisory Services Network LLC48,202$5.59M0.1%-4.0%0.079%
8/18/2025Tyler Stone Wealth Management12,572$1.41M0.2%-1.4%0.021%
8/18/2025N.E.W. Advisory Services LLC482$54K0.0%-49.9%0.001%
8/18/2025Geneos Wealth Management Inc.3,342$375K0.0%+6.8%0.005%
8/15/2025High Falls Advisors Inc3,727$419K0.1%+30.2%0.006%
8/15/2025Nikulski Financial Inc.12,968$1.46M0.4%-24.6%0.021%
8/15/2025Corient Private Wealth LLC5,236$588K0.0%-66.3%0.009%
8/15/2025Equitable Holdings Inc.1,729,204$194.26M1.6%-3.2%2.842%
8/15/2025Northeast Financial Consultants Inc98,767$11.10M0.5%-11.1%0.162%
8/15/2025Keel Point LLC9,750$1.10M0.1%N/A0.016%
8/15/2025Snowden Capital Advisors LLC3,473$390K0.0%-10.7%0.006%
8/15/2025MML Investors Services LLC78,412$8.81M0.0%+301.4%0.129%
8/15/2025IHT Wealth Management LLC29,434$3.31M0.1%-2.3%0.048%
8/15/2025Great Valley Advisor Group Inc.15,511$1.74M0.0%+1.3%0.025%
8/15/2025Group One Trading LLC3,213$361K0.0%N/A0.005%
8/15/2025EP Wealth Advisors LLC6,618$743K0.0%+4.7%0.011%
8/15/2025Benjamin Edwards Inc.8,837$993K0.0%+24.1%0.015%
8/15/2025Bank of America Corp DE2,619,861$294.32M0.0%-11.7%4.305%
8/15/2025AFT Forsyth & Company Inc.53,151$5.97M3.1%-1.1%0.087%
8/15/2025Ameriprise Financial Inc.690,196$77.53M0.0%+8.3%1.134%
8/14/2025Raymond James Financial Inc.582,918$65.49M0.0%-9.3%0.964%
8/14/2025Quantinno Capital Management LP3,893$437K0.0%N/A0.006%
8/14/2025Diversify Advisory Services LLC13,308$1.58M0.1%+1.7%0.022%
8/14/2025Peapack Gladstone Financial Corp9,150$1.03M0.0%-1.6%0.015%
8/14/2025Vivaldi Capital Management LP3,595$404K0.1%N/A0.006%
8/14/2025Clarity Asset Management Inc.350$39K0.0%N/A0.001%
8/14/2025Osterweis Capital Management Inc.2,053$231K0.0%-68.0%0.003%
8/14/2025The Manufacturers Life Insurance Company 23,437$2.63M0.0%-50.5%0.039%
8/14/2025FAS Wealth Partners Inc.250$28K0.0%N/A0.000%
8/14/2025NewEdge Advisors LLC72,211$8.11M0.0%-1.8%0.119%
8/14/2025Qube Research & Technologies Ltd3,268$367K0.0%+3.7%0.005%
8/14/2025Baker Avenue Asset Management LP73,665$8.28M0.2%+4.3%0.122%
8/14/2025Bollard Group LLC6,406$720K0.0%+8.7%0.011%
8/14/2025Cerity Partners LLC907,585$101.96M0.2%+0.7%1.501%
8/13/2025PGIM Custom Harvest LLC378,734$42.55M0.9%+570.1%0.627%
8/13/2025Shepherd Financial Partners LLC1,800$202K0.0%N/A0.003%
8/13/2025Avestar Capital LLC11,861$1.33M0.1%-4.0%0.020%
8/13/2025Brown Advisory Inc.29,119$3.27M0.0%+7.2%0.048%
8/13/2025SCS Capital Management LLC4,897$550K0.0%-37.6%0.008%
8/13/2025Marshall Wace LLP27,442$3.08M0.0%N/A0.045%
8/13/2025Milestone Investment Advisors LLC35,913$4.03M1.1%+8.7%0.059%
8/13/2025Baird Financial Group Inc.9,784$1.10M0.0%-5.4%0.016%
8/13/2025Dynamic Wealth Strategies LLC94,128$10.57M7.6%+39.9%0.156%
8/13/2025First Trust Advisors LP58,839$6.61M0.0%+13.1%0.097%
8/13/2025Trek Financial LLC2,280$256K0.0%N/A0.004%
8/13/2025CW Advisors LLC14,400$1.62M0.0%+12.6%0.024%
8/13/2025Beacon Pointe Advisors LLC11,375$1.28M0.0%+1.5%0.019%
8/13/2025Smith Moore & CO.18,764$2.11M0.2%+4.7%0.031%
8/13/2025Financial Freedom LLC22,764$2.56M1.4%+11.1%0.038%
8/13/2025Lido Advisors LLC6,124$688K0.0%N/A0.010%
8/13/2025WealthTrust Axiom LLC7,329$823K0.2%-7.8%0.012%
8/13/2025Quadrature Capital Ltd4,351$489K0.0%-88.8%0.007%
8/13/2025Scotia Capital Inc.60,878$6.84M0.0%-2.8%0.101%
8/13/2025Northwestern Mutual Wealth Management Co.49,910$5.61M0.0%+66.7%0.083%
8/13/2025Integrity Investment Advisors LLC51,731$5.81M4.5%+4.0%0.086%
8/13/2025GM Advisory Group LLC98,432$11.06M0.5%+3.3%0.163%
8/13/2025Choreo LLC3,160$355K0.0%+6.8%0.005%
8/12/2025J.W. Cole Advisors Inc.7,133$801K0.0%N/A0.012%
8/12/2025Manchester Capital Management LLC3,843$432K0.1%-9.5%0.006%
8/12/2025Steward Partners Investment Advisory LLC55,770$6.27M0.0%+189.6%0.092%
8/12/2025CreativeOne Wealth LLC2,178$245K0.0%N/A0.004%
8/12/2025Global Retirement Partners LLC63,229$7.10M0.2%N/A0.105%
8/12/2025Soundwatch Capital LLC62,657$7.04M0.0%N/A0.104%
8/12/2025WealthBridge Capital Management LLC70,165$7.88M2.0%+1.2%0.116%
8/12/2025Franklin Resources Inc.5,896$662K0.0%-3.8%0.010%
8/12/2025JPMorgan Chase & Co.917,005$103.02M0.0%+0.8%1.517%
8/11/2025TD Waterhouse Canada Inc.620$69K0.0%-92.2%0.001%
8/11/2025Wealthspire Advisors LLC8,597$966K0.0%-9.9%0.014%
8/11/2025Bell Investment Advisors Inc389$44K0.0%-77.3%0.001%
8/8/2025Tortoise Investment Management LLC3,610$406K0.0%+19.9%0.006%
8/8/2025Blankinship & Foster LLC1,847$207K0.0%N/A0.003%
8/8/2025Rockefeller Capital Management L.P.48,878$5.49M0.0%+4.8%0.081%
8/8/2025Citizens Financial Group Inc. RI1,907$214K0.0%N/A0.003%
8/8/2025Avantax Advisory Services Inc.21,891$2.46M0.0%+11.3%0.036%
8/8/2025Cetera Investment Advisers147,961$16.62M0.0%+21.8%0.245%
8/8/2025Creative Planning34,967$3.93M0.0%-11.3%0.058%
8/8/2025Kane Investment Management Inc.2,604$293K0.2%-63.2%0.004%
8/8/2025Family Firm Inc.15,509$1.74M0.4%+12.2%0.026%
8/8/2025Bailard Inc.136,161$15.30M0.4%+0.5%0.225%
8/8/2025PNC Financial Services Group Inc.79,088$8.89M0.0%-4.6%0.131%
8/8/2025Comprehensive Financial Planning Inc. PA10,090$1.13M0.9%-1.0%0.017%
8/8/2025Wealth Alliance LLC2,619$294K0.0%-37.7%0.004%
8/7/2025Clarity Wealth Advisors LLC21,960$2.47M0.6%-2.8%0.036%
8/7/2025Midland Wealth Advisors LLC47,071$5.29M0.3%-0.4%0.078%
8/7/2025Cahill Financial Advisors Inc.3,255$366K0.0%N/A0.005%
8/7/2025Allworth Financial LP245,426$27.57M0.1%-0.3%0.406%
8/7/2025Rollins Financial Advisors LLC4,649$522K0.1%+23.3%0.008%
8/7/2025Sound View Wealth Advisors Group LLC6,156$692K0.1%-8.2%0.010%
8/6/2025Middleton & Co. Inc. MA2,100$236K0.0%N/A0.003%
8/6/2025Commonwealth Equity Services LLC488,814$54.91M0.1%+13.9%0.809%
8/6/2025First Horizon Advisors Inc.4,375$491K0.0%+172.6%0.007%
8/6/2025Moors & Cabot Inc.2,450$275K0.0%-29.0%0.004%
8/6/2025RFG Bristol Wealth Advisors LLC14,610$1.64M0.5%-19.0%0.024%
8/5/2025Fourth Dimension Wealth LLC4,070$457K0.2%-2.5%0.007%
(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 7,571,901 shares in the last 24 months. This purchase volume represents approximately $762.46M in transactions.

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

Of the 177 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 3,121,793 shares in the last 24 months. This volume of shares sold represents approximately $319.71M in transactions.


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This page (NYSEARCA:IGM) was last updated on 10/6/2025 by MarketBeat.com Staff
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