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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$112.42 -0.62 (-0.55%)
Closing price 07/11/2025 04:10 PM Eastern
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$111.82 -0.61 (-0.54%)
As of 08:32 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)
262
Total
Institutional Inflows
(last 12 months)
$747.71M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$259.96M
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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
7/14/2025Sowell Financial Services LLC27,645$3.11M0.1%-1.0%0.046%
7/11/2025Great Waters Wealth Management2,040$229K0.0%N/A0.003%
7/11/2025CX Institutional1,273$143K0.0%+327.2%0.002%
7/11/2025Shelton 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%
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%
5/20/2025Belpointe Asset Management LLC41,110$3.73M0.2%-58.3%0.071%
5/19/2025SageView Advisory Group LLC2,589$235K0.0%-13.5%0.004%
5/19/2025SCS Capital Management LLC7,854$712K0.0%N/A0.013%
5/16/2025Prostatis Group LLC36,827$3.34M1.1%N/A0.063%
5/16/2025Stuart Chaussee & Associates Inc.229,558$20.81M5.2%-0.9%0.394%
5/16/2025Northeast Financial Consultants Inc111,146$10.08M0.4%-2.3%0.191%
5/16/2025Ascent Group LLC10,534$955K0.0%N/A0.018%
5/16/2025Strait & Sound Wealth Management LLC5,299$480K0.2%+73.7%0.009%
5/16/2025Signature Estate & Investment Advisors LLC1,897,988$172.09M4.5%+2.3%3.258%
5/16/2025Ashton Thomas Private Wealth LLC11,557$1.05M0.0%+171.2%0.020%
5/16/2025Goldman Sachs Group Inc.179,105$16.24M0.0%+6.1%0.305%
5/16/2025Cape Investment Advisory Inc.3,297$299K0.1%+12.4%0.006%
5/16/2025Jones Financial Companies Lllp131,328$10.92M0.0%+528.3%0.225%
5/16/2025NewEdge Advisors LLC73,530$6.67M0.0%-4.5%0.126%
5/16/2025Integrated Wealth Concepts LLC13,412$1.22M0.0%+131.9%0.023%
5/16/2025AQR Capital Management LLC3,023$274K0.0%N/A0.005%
5/16/2025AlTi Global Inc.8,765$795K0.0%-6.2%0.015%
5/15/2025Royal Bank of Canada1,259,022$114.16M0.0%+3.1%2.161%
5/15/2025Baird Financial Group Inc.10,340$938K0.0%+4.1%0.018%
5/15/2025GKV Capital Management Co. Inc.67,303$6.10M2.0%N/A0.116%
5/15/2025Trexquant Investment LP2,907$264K0.0%+18.3%0.005%
5/14/2025Ieq Capital LLC3,538$321K0.0%-35.7%0.006%
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5/14/2025Comerica Bank10,462$949K0.0%+7.6%0.018%
5/14/2025Apexium Financial LP47,180$4.28M0.3%-6.9%0.081%
5/14/2025Synovus Financial Corp6,184$561K0.0%-5.4%0.011%
5/14/2025Biondo Investment Advisors LLC6,915$627K0.1%+8.2%0.012%
5/14/2025Northwestern Mutual Wealth Management Co.29,948$2.72M0.0%+23.8%0.051%
5/14/2025Kestra Advisory Services LLC34,192$3.10M0.0%+17.8%0.059%
5/14/2025Compound Planning Inc.3,745$340K0.0%+6.3%0.006%
5/14/2025Ameriprise Financial Inc.637,189$57.78M0.0%+0.7%1.094%
5/14/2025Capital Wealth Alliance LLC5,039$457K0.3%-54.4%0.009%
5/14/2025PGIM Custom Harvest LLC56,516$5.12M0.1%+504.4%0.097%
5/14/2025Osterweis Capital Management Inc.6,418$582K0.0%-32.2%0.011%
5/14/2025GM Advisory Group LLC95,298$8.64M0.5%-3.6%0.164%
5/14/2025Asset Management Group Inc.57,704$5.23M1.0%-1.7%0.099%
5/14/2025Capital Analysts LLC1,277$116K0.0%+33.9%0.002%
5/14/2025Venture Visionary Partners LLC4,290$389K0.0%-50.0%0.007%
5/14/2025Fairscale Capital LLC79,785$7.23M6.5%-2.3%0.137%
5/14/2025Wellington Management Group LLP208,956$18.95M0.0%+34.5%0.359%
5/13/2025Keystone Global Partners LLC31,300$2.84M2.0%N/A0.054%
5/13/2025Tyler Stone Wealth Management12,756$1.16M0.2%-27.2%0.022%
5/13/2025Raymond James Financial Inc.642,513$58.26M0.0%+1.7%1.103%
5/13/2025High Falls Advisors Inc2,863$260K0.1%+16.1%0.005%
5/13/2025GKV Capital Management Co. Inc.67,303$6.10M5.1%N/A0.116%
5/13/2025HighTower Advisors LLC34,816$3.16M0.0%-6.7%0.060%
5/12/2025Gouws Capital LLC2,300$209K0.1%N/A0.004%
5/12/2025Financial Engines Advisors L.L.C.2,787$253K0.0%-7.0%0.005%
5/12/2025Houlihan Financial Resource Group Ltd.17,827$1.62M0.7%-4.8%0.031%
5/12/2025Meridian Wealth Management LLC64,220$5.82M0.3%+2.0%0.110%
5/12/2025Independent Advisor Alliance4,194$380K0.0%-96.0%0.007%
5/12/2025White Lighthouse Investment Management Inc.80,350$7.29M1.3%+1.9%0.138%
5/12/2025AFT Forsyth & Company Inc.53,743$4.87M2.6%-0.6%0.092%
5/12/2025National Bank of Canada FI20,817$1.89M0.0%-3.2%0.036%
5/12/2025Y.D. More Investments Ltd450$41K0.0%-25.0%0.001%
5/9/2025Deutsche Bank AG68,230$6.19M0.0%+2.4%0.117%
5/9/2025WealthShield Partners LLC10,800$979K0.1%N/A0.019%
5/9/2025Wealthspire Advisors LLC9,538$865K0.0%+134.4%0.016%
5/9/2025Comprehensive Financial Planning Inc. PA10,192$924K0.9%+21.9%0.017%
5/9/2025Atria Wealth Solutions Inc.9,095$825K0.0%-41.0%0.016%
5/9/2025Kickstand Ventures LLC.6,157$558K0.1%+40.1%0.011%
5/9/2025Commonwealth Equity Services LLC429,228$38.92M0.1%+45.0%0.737%
5/9/2025Blair William & Co. IL2,474$224K0.0%+724.7%0.004%
5/9/2025Scotia Capital Inc.62,614$5.68M0.0%-6.4%0.107%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd342,590$31.06M0.9%+182.1%0.588%
5/9/2025PNC Financial Services Group Inc.82,904$7.52M0.0%-8.0%0.142%
5/8/2025Baker Avenue Asset Management LP70,623$6.40M0.2%+5.6%0.121%
5/8/2025US Bancorp DE21,372$1.94M0.0%+18.8%0.037%
5/8/2025Harbour Investments Inc.5,018$455K0.0%+171.1%0.009%
5/8/2025Arkadios Wealth Advisors6,981$633K0.0%+6.0%0.012%
5/8/2025Eastern Bank6,179$560K0.0%-6.4%0.011%
5/8/2025Walled Lake Planning & Wealth Management LLC3,646$331K0.1%-48.1%0.006%
5/8/2025Banque Cantonale Vaudoise2,230$202K0.0%N/A0.004%
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5/7/2025N.E.W. Advisory Services LLC963$87K0.0%N/A0.002%
5/7/2025LPL Financial LLC1,158,943$105.08M0.0%-0.2%1.990%
5/7/2025Spectrum Wealth Counsel LLC33,206$3.01M0.4%+11.9%0.057%
5/7/2025Security Financial Services INC.16,959$1.54M0.3%+10.7%0.029%
5/7/2025HB Wealth Management LLC144,021$13.06M0.1%+7.8%0.247%
5/6/2025Cetera Investment Advisers121,489$11.02M0.0%+60.7%0.209%
5/6/2025Avantax Advisory Services Inc.19,671$1.78M0.0%-3.4%0.034%
5/6/2025One Wealth Advisors LLC13,080$1.19M0.2%+41.1%0.022%
5/6/2025Roundview Capital LLC2,706$245K0.0%-33.3%0.005%
5/6/2025Y Intercept Hong Kong Ltd2,936$266K0.0%N/A0.005%
(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, 405 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 ($172.09M), 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 375 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 ($1.71M), Bank of Montreal Can ($686.48K), 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 7,736,149 shares in the last 24 months. This purchase volume represents approximately $747.71M in transactions.

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

Of the 135 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), Envestnet Asset Management Inc. ($204.64K), GM Advisory Group LLC ($198.38K), SteelPeak Wealth LLC ($132.67K), Mirae Asset Global Investments Co. Ltd. ($107K), and Independent Advisor Alliance ($101.76K).

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

Institutional investors have sold a total of 2,676,207 shares in the last 24 months. This volume of shares sold represents approximately $259.96M in transactions.


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This page (NYSEARCA:IGM) was last updated on 7/14/2025 by MarketBeat.com Staff
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