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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$170.31 -1.77 (-1.03%)
Closing price 10/12/2026 04:10 PM Eastern
Extended Trading
$170.32 +0.00 (+0.00%)
As of 10/12/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
261
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$991.12M
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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
10/9/2026RFG Bristol Wealth Advisors LLC9,725$1.64M0.4%+8.7%0.014%
10/9/2026Decker Wealth Management LLC93,948$15.88M3.3%-6.3%0.139%
10/9/2026Cadent Capital Advisors LLC27,010$4.57M1.0%-42.1%0.040%
10/9/2026Graves Light Lenhart Wealth Inc.55,337$9.35M0.9%-1.1%0.082%
10/8/2026Farther Finance Advisors LLC16,772$2.84M0.0%+2.0%0.025%
10/8/2026Ayalon Insurance Comp Ltd.11,826$2.00M0.2%N/A0.017%
10/7/2026Seven Bridges Advisors LLC153,465$25.93M14.3%N/A0.227%
10/5/2026Eastern Bank5,820$984K0.0%N/A0.009%
10/2/2026 CX Institutional1,866$315K0.0%+6.2%0.003%
9/23/2026QRG Capital Management Inc.4,037$660K0.0%+91.9%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.1,887$309K0.0%-28.5%0.003%
9/23/2026Envestnet Asset Management Inc.1,655,001$270.73M0.0%-7.1%2.509%
9/9/2026Sequoia Financial Advisors LLC3,706$606K0.0%+6.8%0.006%
9/9/2026Integrated Wealth Concepts LLC7,016$1.15M0.0%+73.0%0.011%
9/9/2026NewEdge Advisors LLC47,383$7.75M0.0%+5.4%0.072%
9/9/2026IFP Advisors Inc5,405$884K0.0%+57.8%0.008%
9/9/2026Baird Financial Group Inc.11,949$1.96M0.0%-11.1%0.018%
9/9/2026One Charles Private Wealth Services LLC1,631$267K0.1%N/A0.002%
9/8/2026Allworth Financial LP225,825$36.94M0.2%-2.9%0.344%
9/8/2026Waverly Advisors LLC11,135$1.82M0.0%+20.8%0.017%
8/27/2026Corient Private Wealth LP100,862$16.50M0.0%-2.4%0.154%
8/25/2026Financial Insights Inc.1,589$260K0.1%-30.3%0.002%
8/23/2026Trevian Wealth Management LLC1,260$206K0.1%N/A0.002%
8/23/2026HB Wealth Management LLC105,421$17.25M0.1%-9.1%0.161%
8/23/2026Unique Wealth LLC9,145$1.50M0.2%-15.4%0.014%
8/22/2026William John Sempolinski18,468$3.02M1.2%N/A0.028%
8/22/2026Comprehensive Financial Planning Inc. PA14,830$2.43M1.3%-1.9%0.023%
8/22/2026NWF Advisory Services Inc.1,436$235K0.0%N/A0.002%
8/22/2026Concurrent Investment Advisors LLC59,498$9.73M0.1%+18.6%0.091%
8/21/2026MBA Advisors LLC1,504$246K0.1%N/A0.002%
8/13/2026Capital Square LLC5,002$462K0.2%N/A0.008%
8/7/2026Trust Co. of Vermont210$34K0.0%N/A0.000%
7/9/2026Shira Ridge Wealth Management106,089$17.35M6.1%-5.1%0.162%
7/7/2026Dynamic Advisor Solutions LLC4,382$717K0.0%N/A0.007%
7/7/2026Avior Wealth Management LLC33,917$5.55M0.1%N/A0.052%
7/7/2026Howard Financial Services LTD.1,392$228K0.0%N/A0.002%
7/6/2026Trilogy 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%
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6/1/2026Financial Solutions Advisory Group Inc.3,822$453K0.1%N/A0.006%
5/27/2026Security Financial Services INC.12,608$1.49M0.2%-19.0%0.019%
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%
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%
5/6/2026Independent 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%
5/4/2026Empirical 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%
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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%
5/1/2026Sequoia 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%
4/30/2026CFS 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%


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 Bank of America Corp DE ($397.34M), JPMorgan Chase & Co. ($329.15M), Morgan Stanley ($308.80M), Envestnet Asset Management Inc. ($270.73M), 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 19,251,193 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Of the 204 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 7,677,950 shares in the last 24 months. This volume of shares sold represents approximately $991.12M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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