IGM Institutional Ownership
iShares Expanded Tech Sector ETF
1W: +1.2%
1M: +8.4%
3M: +7.8%
YTD: +33.0%
1Y: +35.7%
3Y: +175.0%
5Y: +147.0%
$172.03
+1.79 (+1.05%)
Weekly Expected Move ±2.4%
$164
$168
$172
$176
$180
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IGM
588
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
80
New Positions
134
Increased
214
Reduced
24
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (618 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 3,232,078 | $556M | -120,722 | -3.6% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,351,927 | $405M | +19,157 | +0.8% | 60Q | SEC ↗ |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 2,102,124 | $362M | +244,092 | +13.1% | 42Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,659,888 | $286M | -92,485 | -5.3% | 7Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,655,001 | $285M | -126,025 | -7.1% | 70Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,358,497 | $234M | -90,804 | -6.3% | 54Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 1,194,984 | $206M | -39,807 | -3.2% | 67Q | SEC ↗ |
| 8 | Cerity Partners LLC | 944,121 | $162M | -8,332 | -0.9% | 19Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 933,207 | $161M | -85,852 | -8.4% | 27Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 913,067 | $157M | -322,994 | -26.1% | 70Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 873,191 | $150M | -124,914 | -12.5% | 52Q | SEC ↗ |
| 12 | WestEnd Advisors, LLC | 714,852 | $123M | -121,197 | -14.5% | 4Q | SEC ↗ |
| 13 | BANK OF MONTREAL /CAN | 695,523 | $120M | +674,756 | +3249.2% | 53Q | SEC ↗ |
| 14 | Destination Wealth Management | 603,056 | $104M | -17,598 | -2.8% | 69Q | SEC ↗ |
| 15 | Gray Foundation | 559,116 | $96M | — | +0.0% | 11Q | SEC ↗ |
| 16 | UBS Group AG | 541,084 | $93M | -23,201 | -4.1% | 47Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 523,630 | $90M | -22,930 | -4.2% | 16Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 480,102 | $83M | -11,635 | -2.4% | 35Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 446,206 | $77M | -365,361 | -45.0% | 24Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 413,258 | $71M | +29,973 | +7.8% | 95Q | SEC ↗ |
| 21 | Mirae Asset Global Investments Co., Lt | 404,890 | $70M | -77,410 | -16.1% | 4Q | SEC ↗ |
| 22 | Portfolio Strategies, Inc. | 341,472 | $59M | -3,693 | -1.1% | 29Q | SEC ↗ |
| 23 | PGIM Custom Harvest LLC | 327,192 | $56M | -41,593 | -11.3% | 9Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 282,184 | $49M | -5,836 | -2.0% | 35Q | SEC ↗ |
| 25 | FIL Ltd | 257,300 | $44M | -78,439 | -23.4% | 2Q | SEC ↗ |
| 26 | Legacy Financial Strategies, LLC | 255,742 | $44M | -318 | -0.1% | 32Q | SEC ↗ |
| 27 | VICTORY CAPITAL MANAGEMENT INC | 254,167 | $44M | -37,637 | -12.9% | 4Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 243,168 | $42M | +25,643 | +11.8% | 26Q | SEC ↗ |
| 29 | Lido Advisors, LLC | 229,127 | $39M | -345 | -0.2% | 5Q | SEC ↗ |
| 30 | Allworth Financial LP | 225,825 | $39M | -6,646 | -2.9% | 21Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 184,430 | $32M | -5,129 | -2.7% | 15Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 153,650 | $26M | +2,279 | +1.5% | 23Q | SEC ↗ |
| 33 | Focus Partners Wealth | 145,612 | $25M | -167 | -0.1% | 8Q | SEC ↗ |
| 34 | EXCHANGE TRADED CONCEPTS, LLC NEW | 144,540 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 35 | BAILARD, INC. | 131,527 | $23M | -4,213 | -3.1% | 15Q | SEC ↗ |
| 36 | White Lighthouse Investment Management | 128,824 | $22M | +5,400 | +4.4% | 35Q | SEC ↗ |
| 37 | Mathes Company, Inc. | 123,235 | $21M | — | +0.0% | 13Q | SEC ↗ |
| 38 | Seven Bridges Advisors LLC NEW | 121,642 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 119,676 | $21M | -3,207 | -2.6% | 24Q | SEC ↗ |
| 40 | CIBC WORLD MARKET INC. | 109,692 | $19M | -2,643 | -2.4% | 34Q | SEC ↗ |
| 41 | ASSETMARK, INC | 107,390 | $18M | -15,813 | -12.8% | 8Q | SEC ↗ |
| 42 | Shira Ridge Wealth Management | 106,089 | $18M | -5,720 | -5.1% | 6Q | SEC ↗ |
| 43 | Sanctuary Advisors, LLC | 105,670 | $18M | +659 | +0.6% | 9Q | SEC ↗ |
| 44 | HB Wealth Management, LLC | 105,421 | $18M | -10,508 | -9.1% | 19Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 104,438 | $18M | +395 | +0.4% | 43Q | SEC ↗ |
| 46 | Dynamic Wealth Strategies, LLC | 101,456 | $17M | -260 | -0.3% | 11Q | SEC ↗ |
| 47 | Wealthspire Advisors, LLC | 101,013 | $17M | +97,299 | +2619.8% | 11Q | SEC ↗ |
| 48 | SAGESPRING WEALTH PARTNERS, LLC | 100,908 | $17M | -2,323 | -2.3% | 7Q | SEC ↗ |
| 49 | Corient Private Wealth LP | 100,862 | $17M | -2,465 | -2.4% | 6Q | SEC ↗ |
| 50 | Apollon Wealth Management, LLC | 100,478 | $17M | -488 | -0.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 144,540 | $25M |
| Seven Bridges Advisors LLC | 121,642 | $21M |
| Global Retirement Partners, LLC | 61,354 | $11M |
| Union Bancaire Privee, UBP SA | 41,725 | $7M |
| Avior Wealth Management, LLC | 33,917 | $6M |
| Arete Wealth Advisors, LLC | 21,506 | $4M |
| SteelPeak Wealth, LLC | 16,928 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 14,318 | $2M |
| Diversify Advisory Services, LLC | 13,335 | $2M |
| Belvedere Trading LLC | 7,818 | $1M |
| HUB Investment Partners, LLC | 7,000 | $1M |
| Dynamic Advisor Solutions LLC | 4,382 | $754K |
| Belpointe Asset Management LLC | 4,160 | $716K |
| Quadrature Capital Ltd | 3,973 | $683K |
| GC Wealth Management RIA, LLC | 3,247 | $559K |
| Thrivent Financial for Lutherans | 3,185 | $548K |
| Quattro Advisors LLC | 2,911 | $501K |
| NewEdge Wealth, LLC | 2,500 | $430K |
| D. E. Shaw & Co., Inc. | 2,466 | $424K |
| Regatta Research & Money Management | 2,098 | $361K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 89,590 | $15M |
| TWO SIGMA INVESTMENTS, LP | 67,500 | $12M |
| Humankind Investments LLC | 48,930 | $8M |
| CITADEL ADVISORS LLC | 31,821 | $5M |
| JANE STREET GROUP, LLC | 29,175 | $5M |
| Financial Management Professionals, | 18,181 | $3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 16,295 | $3M |
| AK GLOBAL ASSET MANAGEMENT, LLC | 16,237 | $3M |
| ASHTON THOMAS SECURITIES, LLC | 7,316 | $1M |
| LAZARD ASSET MANAGEMENT LLC | 7,110 | $1M |
| GTS SECURITIES LLC | 5,873 | $1M |
| Dakota Wealth Management | 3,000 | $516K |
| U.S. Capital Wealth Advisors, LLC | 2,820 | $485K |
| Trexquant Investment LP | 2,645 | $455K |
| WESPAC Advisors, LLC | 2,597 | $447K |
| Empowered Funds, LLC | 2,476 | $426K |
| REGIONS FINANCIAL CORP | 2,301 | $396K |
| Wedmont Private Capital | 2,188 | $376K |
| Calamos Advisors LLC | 2,100 | $361K |
| Bragg Financial Advisors, Inc | 2,044 | $352K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Equitable Holdings, Inc. | -1,070,473 | -99.3% | 7,310 |
| Steward Partners Investment Advisor | -365,361 | -45.0% | 446,206 |
| JPMORGAN CHASE & CO | -322,994 | -26.1% | 913,067 |
| ENVESTNET ASSET MANAGEMENT INC | -126,025 | -7.1% | 1,655,001 |
| Janney Montgomery Scott LLC | -124,914 | -12.5% | 873,191 |
| WestEnd Advisors, LLC | -121,197 | -14.5% | 714,852 |
| BANK OF AMERICA CORP /DE | -120,722 | -3.6% | 3,232,078 |
| RAYMOND JAMES FINANCIAL INC | -92,485 | -5.3% | 1,659,888 |
| LPL Financial LLC | -90,804 | -6.3% | 1,358,497 |
| WELLINGTON MANAGEMENT GROUP LLP | -89,478 | -83.6% | 17,492 |
| TRUIST FINANCIAL CORP | -85,852 | -8.4% | 933,207 |
| Mariner, LLC | -82,726 | -63.5% | 47,588 |
| FIL Ltd | -78,439 | -23.4% | 257,300 |
| Mirae Asset Global Investments Co., | -77,410 | -16.1% | 404,890 |
| PGIM Custom Harvest LLC | -41,593 | -11.3% | 327,192 |
| Trilogy Capital Inc. | -40,454 | -82.4% | 8,615 |
| ROYAL BANK OF CANADA | -39,807 | -3.2% | 1,194,984 |
| VICTORY CAPITAL MANAGEMENT INC | -37,637 | -12.9% | 254,167 |
| VMS Asset Management Limited | -29,295 | -41.2% | 41,725 |
| UBS Group AG | -23,201 | -4.1% | 541,084 |