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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$160.95 -1.65 (-1.01%)
As of 08/28/2026 04:10 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)
262
Total
Institutional Inflows
(last 12 months)
$2.42B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$971.60M
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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
8/27/2026 Corient Private Wealth LP100,862$16.50M0.0%-2.4%0.154%
8/25/2026 Financial Insights Inc.1,589$260K0.1%-30.3%0.002%
8/23/2026 Trevian Wealth Management LLC1,260$206K0.1%N/A0.002%
8/23/2026 HB Wealth Management LLC105,421$17.25M0.1%-9.1%0.161%
8/23/2026 Unique Wealth LLC9,145$1.50M0.2%-15.4%0.014%
8/22/2026 William John Sempolinski18,468$3.02M1.2%N/A0.028%
8/22/2026 Comprehensive Financial Planning Inc. PA14,830$2.43M1.3%-1.9%0.023%
8/22/2026 NWF Advisory Services Inc.1,436$235K0.0%N/A0.002%
8/22/2026 Concurrent Investment Advisors LLC59,498$9.73M0.1%+18.6%0.091%
8/21/2026 MBA Advisors LLC1,504$246K0.1%N/A0.002%
8/17/2026 Blue Edge Capital LLC1,224$233K0.0%N/A0.002%
8/13/2026 Capital Square LLC5,002$462K0.2%N/A0.008%
8/7/2026 Trust Co. of Vermont210$34K0.0%N/A0.000%
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%
6/3/2026 Parallel Advisors LLC410$49K0.0%N/A0.001%
6/3/2026 NewEdge 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%
5/26/2026 Glenmede Trust Co. NA4,653$551K0.0%-12.1%0.007%
5/22/2026 WNY Asset Management LLC3,000$356K0.0%N/A0.004%
5/20/2026 SOA Wealth Advisors LLC.5,470$648K0.1%-3.0%0.008%
5/19/2026 Western Wealth Management LLC282$33K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE3,352,800$397.34M0.0%-11.5%5.023%
5/19/2026 Strait & Sound Wealth Management LLC6,657$789K0.3%+1.3%0.010%
5/19/2026 Ashton Thomas Securities LLC7,316$867K0.1%N/A0.011%
5/19/2026 Arkadios Wealth Advisors9,985$1.18M0.0%+27.2%0.015%
5/18/2026Sunbelt Securities Inc.3,389$402K0.0%-22.7%0.005%
5/18/2026 EverSource Wealth Advisors LLC761$90K0.0%+35.7%0.001%
5/18/2026 Royal Bank of Canada1,234,791$146.34M0.0%-2.9%1.850%
5/18/2026 Empowered Funds LLC2,476$293K0.0%N/A0.004%
5/16/2026 Quantinno Capital Management LP37,659$4.46M0.0%+5.8%0.056%
5/15/2026 Waverly Advisors LLC9,216$1.09M0.0%+1.1%0.014%
5/15/2026 Asset Management Group Inc.55,542$6.58M1.1%-2.5%0.083%
5/14/2026 Hilltop Holdings Inc.26,951$3.19M0.3%-6.4%0.040%
5/14/2026 Compound Planning Inc.6,149$729K0.0%+22.9%0.009%
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5/14/2026 Orleans Capital Management Corp LA3,819$453K0.3%-20.8%0.006%
5/14/2026 Lido Advisors LLC229,472$27.20M0.1%-2.5%0.344%
5/13/2026 Cetera Investment Advisers151,371$17.94M0.0%-21.9%0.227%
5/13/2026 Dynamic Wealth Strategies LLC101,716$12.05M7.0%+2.6%0.152%
5/13/2026 Signature Equity Partners LLC1,321$157K0.1%+44.7%0.002%
5/13/2026 First Trust Advisors LP43,813$5.19M0.0%-16.6%0.066%
5/8/2026 PNC Financial Services Group Inc.98,967$11.73M0.0%-3.7%0.148%
5/8/2026 Mathes Company Inc.123,235$14.61M5.3%-0.1%0.185%
5/7/2026 AlTi Global Inc.8,500$1.01M0.0%-3.0%0.013%
5/7/2026 Parallel Advisors LLC410$49K0.0%N/A0.001%
5/7/2026 Decker Wealth Management LLC103,870$12.31M2.8%N/A0.156%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.2,763$327K0.2%+150.3%0.004%
5/6/2026 Kesler Norman & Wride LLC4,640$550K0.1%-29.9%0.007%
5/6/2026 Cornerstone Planning Group LLC418$50K0.0%+98.1%0.001%
5/6/2026 Assetmark Inc.123,203$14.60M0.0%+16.9%0.185%
5/6/2026 Independent Financial Group LLC3,810$452K0.0%N/A0.006%
5/5/2026 D.A. Davidson & CO.9,430$1.12M0.0%+2.1%0.014%
5/5/2026 RFG Bristol Wealth Advisors LLC8,941$1.06M0.3%-24.0%0.013%
5/5/2026 Bank of New York Mellon Corp25,403$3.01M0.0%-0.5%0.038%
5/5/2026 Milestone Investment Advisors LLC36,273$4.30M1.0%+0.4%0.054%
5/5/2026 Harmony Asset Management LLC9,518$1.13M0.3%+4.8%0.014%
5/5/2026 Geneos Wealth Management Inc.3,152$374K0.0%-4.5%0.005%
5/5/2026 Sanctuary Advisors LLC105,011$12.45M0.1%+9.6%0.157%
5/5/2026 Sigma Planning Corp11,698$1.39M0.0%+8.1%0.018%
5/5/2026 Avantax Planning Partners Inc.3,766$446K0.0%N/A0.006%
5/4/2026 Calamos 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%
5/4/2026 Citizens National Bank Trust Department6,710$795K0.1%-5.0%0.010%
5/2/2026 International Assets Investment Management LLC2,164$260K0.0%-24.4%0.003%
5/2/2026 Diversify Wealth Management LLC14,210$1.68M0.0%N/A0.021%
5/2/2026 Valmark Advisers Inc.5,486$650K0.0%-2.1%0.008%
5/1/2026 Fifth Third Bancorp27,262$3.23M0.0%+409.8%0.041%
5/1/2026 TSA Wealth Managment LLC5,647$669K0.2%-3.0%0.008%
5/1/2026 Simplicity Wealth LLC6,644$787K0.0%+10.6%0.010%
5/1/2026 Sequoia Financial Advisors LLC3,471$411K0.0%+87.0%0.005%
4/30/2026 Financial Freedom LLC27,669$3.28M1.6%+2.9%0.041%
4/30/2026 First Horizon Corp5,139$609K0.0%+8.7%0.008%
4/30/2026 Kestra Advisory Services LLC40,633$4.82M0.0%-15.5%0.061%
4/30/2026 Integrity 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%
4/29/2026 Horst & 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%
4/29/2026 Interactive Financial Advisors Inc.29,609$3.51M2.2%+1.4%0.044%
4/28/2026 Meridian Investment Counsel Inc.35,257$4.18M1.0%-0.8%0.053%
4/28/2026 Kathmere 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%
4/27/2026 HB Wealth Management LLC115,929$13.74M0.1%-20.4%0.174%
4/27/2026 PFG Investments LLC3,171$376K0.0%-11.2%0.005%
4/27/2026 World Investment Advisors4,684$555K0.0%+2.3%0.007%
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4/27/2026 Sierra Summit Advisors LLC1,800$213K0.0%N/A0.003%
4/27/2026 Private Advisor Group LLC52,317$6.20M0.0%-4.3%0.078%
4/27/2026 Elevation Point Wealth Partners LLC2,307$273K0.0%N/A0.003%
4/25/2026 Clarity Wealth Advisors LLC16,700$1.98M0.4%-9.3%0.025%
4/23/2026 Private Wealth Management Group LLC657$78K0.0%+318.5%0.001%
4/23/2026 BXM Wealth LLC17,622$2.09M1.6%-7.7%0.027%
4/23/2026 Apollon Wealth Management LLC100,966$11.97M0.2%-0.8%0.152%
4/22/2026 Janney Montgomery Scott LLC998,105$118.29M0.3%-3.6%1.503%
4/22/2026 Horizon 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%


IGM Institutional Ownership - Frequently Asked Questions

During the previous two years, 520 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 434 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. ($3.14M), 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 19,099,810 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

Of the 200 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. ($1.11M), Truist Financial Corp ($990.71K), WestEnd Advisors LLC ($960.79K), Janney Montgomery Scott LLC ($916.21K), Bank of Montreal Can ($763.27K), Bank of America Corp DE ($437.45K), and Victory Capital Management Inc. ($333.43K).

Institutional investors have sold a total of 7,578,875 shares in the last 24 months. This volume of shares sold represents approximately $971.60M in transactions.


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Institutional ownership data for NYSEARCA:IGM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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