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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$153.30 0.00 (0.00%)
As of 07/17/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
304
Total
Institutional Inflows
(last 12 months)
$2.59B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$1.07B
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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
7/9/2026 Shira Ridge Wealth Management106,089$17.35M6.1%-5.1%0.162%
7/7/2026 Dynamic Advisor Solutions LLC4,382$717K0.0%N/A0.007%
7/7/2026 Avior Wealth Management LLC33,917$5.55M0.1%N/A0.052%
7/7/2026 Howard Financial Services LTD.1,392$228K0.0%N/A0.002%
7/6/2026 Trilogy Capital Inc.8,615$1.41M0.1%-82.4%0.013%
7/2/2026 CX Institutional1,757$287K0.0%-82.4%0.003%
6/3/2026Parallel Advisors LLC410$49K0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC44,959$5.33M0.0%-19.2%0.067%
6/1/2026 Financial Solutions Advisory Group Inc.3,822$453K0.1%N/A0.006%
5/27/2026 Security Financial Services INC.12,608$1.49M0.2%-19.0%0.019%
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5/26/2026Glenmede Trust Co. NA4,653$551K0.0%-12.1%0.007%
5/22/2026WNY Asset Management LLC3,000$356K0.0%N/A0.004%
5/20/2026SOA Wealth Advisors LLC.5,470$648K0.1%-3.0%0.008%
5/19/2026Western Wealth Management LLC282$33K0.0%N/A0.000%
5/19/2026Bank of America Corp DE3,352,800$397.34M0.0%-11.5%5.023%
5/19/2026Strait & Sound Wealth Management LLC6,657$789K0.3%+1.3%0.010%
5/19/2026Ashton Thomas Securities LLC7,316$867K0.1%N/A0.011%
5/19/2026Arkadios Wealth Advisors9,985$1.18M0.0%+27.2%0.015%
5/18/2026Sunbelt Securities Inc.3,389$402K0.0%-22.7%0.005%
5/18/2026EverSource Wealth Advisors LLC761$90K0.0%+35.7%0.001%
5/18/2026Royal Bank of Canada1,234,791$146.34M0.0%-2.9%1.850%
5/18/2026Empowered Funds LLC2,476$293K0.0%N/A0.004%
5/16/2026Quantinno Capital Management LP37,659$4.46M0.0%+5.8%0.056%
5/15/2026Waverly Advisors LLC9,216$1.09M0.0%+1.1%0.014%
5/15/2026Asset Management Group Inc.55,542$6.58M1.1%-2.5%0.083%
5/14/2026Hilltop Holdings Inc.26,951$3.19M0.3%-6.4%0.040%
5/14/2026Compound Planning Inc.6,149$729K0.0%+22.9%0.009%
5/14/2026Orleans Capital Management Corp LA3,819$453K0.3%-20.8%0.006%
5/14/2026Lido Advisors LLC229,472$27.20M0.1%-2.5%0.344%
5/13/2026Cetera Investment Advisers151,371$17.94M0.0%-21.9%0.227%
5/13/2026Dynamic Wealth Strategies LLC101,716$12.05M7.0%+2.6%0.152%
5/13/2026Signature Equity Partners LLC1,321$157K0.1%+44.7%0.002%
5/13/2026First Trust Advisors LP43,813$5.19M0.0%-16.6%0.066%
5/8/2026PNC Financial Services Group Inc.98,967$11.73M0.0%-3.7%0.148%
5/8/2026Mathes Company Inc.123,235$14.61M5.3%-0.1%0.185%
5/7/2026AlTi Global Inc.8,500$1.01M0.0%-3.0%0.013%
5/7/2026Parallel Advisors LLC410$49K0.0%N/A0.001%
5/7/2026Decker Wealth Management LLC103,870$12.31M2.8%N/A0.156%
5/7/2026Marshall & Sterling Wealth Advisors Inc.2,763$327K0.2%+150.3%0.004%
5/6/2026Kesler Norman & Wride LLC4,640$550K0.1%-29.9%0.007%
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5/6/2026Cornerstone Planning Group LLC418$50K0.0%+98.1%0.001%
5/6/2026Assetmark Inc.123,203$14.60M0.0%+16.9%0.185%
5/6/2026 Independent Financial Group LLC3,810$452K0.0%N/A0.006%
5/5/2026D.A. Davidson & CO.9,430$1.12M0.0%+2.1%0.014%
5/5/2026RFG Bristol Wealth Advisors LLC8,941$1.06M0.3%-24.0%0.013%
5/5/2026Bank of New York Mellon Corp25,403$3.01M0.0%-0.5%0.038%
5/5/2026Milestone Investment Advisors LLC36,273$4.30M1.0%+0.4%0.054%
5/5/2026Harmony Asset Management LLC9,518$1.13M0.3%+4.8%0.014%
5/5/2026Geneos Wealth Management Inc.3,152$374K0.0%-4.5%0.005%
5/5/2026Sanctuary Advisors LLC105,011$12.45M0.1%+9.6%0.157%
5/5/2026Sigma Planning Corp11,698$1.39M0.0%+8.1%0.018%
5/5/2026Avantax Planning Partners Inc.3,766$446K0.0%N/A0.006%
5/4/2026Calamos Advisors LLC2,100$249K0.0%N/A0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,147$847K0.0%-18.1%0.011%
5/4/2026Citizens National Bank Trust Department6,710$795K0.1%-5.0%0.010%
5/2/2026International Assets Investment Management LLC2,164$260K0.0%-24.4%0.003%
5/2/2026Diversify Wealth Management LLC14,210$1.68M0.0%N/A0.021%
5/2/2026Valmark Advisers Inc.5,486$650K0.0%-2.1%0.008%
5/1/2026Fifth Third Bancorp27,262$3.23M0.0%+409.8%0.041%
5/1/2026TSA Wealth Managment LLC5,647$669K0.2%-3.0%0.008%
5/1/2026Simplicity Wealth LLC6,644$787K0.0%+10.6%0.010%
5/1/2026 Sequoia Financial Advisors LLC3,471$411K0.0%+87.0%0.005%
4/30/2026Financial Freedom LLC27,669$3.28M1.6%+2.9%0.041%
4/30/2026First Horizon Corp5,139$609K0.0%+8.7%0.008%
4/30/2026Kestra Advisory Services LLC40,633$4.82M0.0%-15.5%0.061%
4/30/2026Integrity Investment Advisors LLC59,956$7.11M3.9%+7.0%0.090%
4/30/2026 CFS Investment Advisory Services LLC6,043$716K0.1%-22.9%0.009%
4/29/2026Horst & Graben Wealth Management LLC5,349$634K0.1%-5.2%0.008%
4/29/2026 Shelton Wealth Management LLC18,593$2.20M1.0%-1.8%0.028%
4/29/2026Interactive Financial Advisors Inc.29,609$3.51M2.2%+1.4%0.044%
4/28/2026Meridian Investment Counsel Inc.35,257$4.18M1.0%-0.8%0.053%
4/28/2026Kathmere Capital Management LLC2,580$306K0.0%-27.5%0.004%
4/28/2026GM Advisory Group LLC99,698$11.82M0.5%-0.6%0.149%
4/28/2026 QRG Capital Management Inc.2,104$249K0.0%-38.9%0.003%
4/27/2026HB Wealth Management LLC115,929$13.74M0.1%-20.4%0.174%
4/27/2026PFG Investments LLC3,171$376K0.0%-11.2%0.005%
4/27/2026World Investment Advisors4,684$555K0.0%+2.3%0.007%
4/27/2026Sierra Summit Advisors LLC1,800$213K0.0%N/A0.003%
4/27/2026Private Advisor Group LLC52,317$6.20M0.0%-4.3%0.078%
4/27/2026Elevation Point Wealth Partners LLC2,307$273K0.0%N/A0.003%
4/25/2026Clarity Wealth Advisors LLC16,700$1.98M0.4%-9.3%0.025%
4/23/2026Private Wealth Management Group LLC657$78K0.0%+318.5%0.001%
4/23/2026BXM Wealth LLC17,622$2.09M1.6%-7.7%0.027%
4/23/2026Apollon Wealth Management LLC100,966$11.97M0.2%-0.8%0.152%
4/22/2026Janney Montgomery Scott LLC998,105$118.29M0.3%-3.6%1.503%
4/22/2026Horizon Bancorp Inc. IN4,189$496K0.2%-2.8%0.006%
4/22/2026 Trilogy Capital Inc.49,069$5.82M0.3%-2.0%0.074%
4/21/2026Laurel Oak Wealth Management LLC5,828$691K0.1%-11.7%0.009%
4/21/2026Unique Wealth LLC10,807$1.28M0.2%-15.9%0.016%
4/21/2026Tower View Wealth Management LLC565$67K0.0%N/A0.001%
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4/17/2026WealthBridge Capital Management LLC67,815$8.04M1.9%+0.4%0.103%
4/17/2026Signal Advisors Wealth LLC1,823$216K0.0%-10.8%0.003%
4/17/2026Webster Bank N. A.16,513$1.96M0.2%-3.1%0.025%
4/17/2026 Capital Advisors Ltd. LLC5,614$665K0.1%+54.3%0.009%
4/16/2026 Sheets Smith Wealth Management28,312$3.36M0.4%-2.9%0.043%
4/16/2026Quotient Wealth Partners LLC6,314$748K0.0%-28.8%0.010%
4/16/2026Founders Financial Securities LLC7,528$957K0.1%-25.8%0.011%
3/17/2026Rockefeller Capital Management L.P.69,863$9.02M0.0%+10.8%0.101%
3/13/2026World Investment Advisors4,578$591K0.0%-30.9%0.007%
3/9/2026Corient Private Wealth LLC105,648$13.65M0.0%-8.5%0.153%


IGM Institutional Ownership - Frequently Asked Questions

During the previous two years, 519 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($423.66M), Bank of America Corp DE ($397.34M), JPMorgan Chase & Co. ($329.15M), Morgan Stanley ($308.80M), Signature Estate & Investment Advisors LLC ($238.65M), Raymond James Financial Inc. ($229.06M), and Equitable Holdings Inc. ($208.12M).Learn more on iShares Expanded Tech Sector ETF's institutional investors.

Of the 441 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: Envestnet Asset Management Inc. ($3.19M), Raymond James Financial Inc. ($2.94M), Bank of America Corp DE ($2.73M), Truist Financial Corp ($1.92M), WestEnd Advisors LLC ($1.78M), JPMorgan Chase & Co. ($1.78M), and Janney Montgomery Scott LLC ($1.73M).

Institutional investors have bought a total of 20,643,821 shares in the last 24 months. This purchase volume represents approximately $2.59B in transactions.

Of the 231 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: Raymond James Financial Inc. ($1.17M), Truist Financial Corp ($990.71K), WestEnd Advisors LLC ($960.79K), Janney Montgomery Scott LLC ($916.21K), Bank of America Corp DE ($786.04K), Bank of Montreal Can ($763.27K), and Victory Capital Management Inc. ($333.43K).

Institutional investors have sold a total of 8,474,045 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.


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This page (NYSEARCA:IGM) was last updated on 7/20/2026 by MarketBeat.com Staff.
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