ISHARES EXPANDED TECH SECTOR (IGM) Institutional Shareholders
ISHARES EXPANDED TECH SECTOR (IGM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.37B in IGM holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IGM tracked by InsiderSet, reporting ownership valued at approximately $397.34M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $548.48M, representing an estimated gain of +38.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed IGM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Signature Estate & Investment Advisors Llc, Equitable Holdings, Inc., and several other long-term asset managers with concentrated positions in ISHARES EXPANDED TECH SECTOR (IGM).
This page ranks the largest institutional IGM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
532
Total Reported Value
$4.37B
Largest Holder
Bank Of America Corp
Largest Position
$397.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 3,352,800 | $397,340,339 | $548,484,552 | +$151,144,213 | +38.04% | |
| Signature Estate & Investment Advisors Llc | 6.19% | 2,102,124 | $343,865,482 | $343,886,465 | +$20,983 | +0.01% | |
| Equitable Holdings, Inc. | 1.78% | 1,077,783 | $276,597,220 | $176,314,521 | -$100,282,699 | -36.26% | |
| Morgan Stanley | 0.02% | 2,332,770 | $276,456,792 | $381,617,844 | +$105,161,052 | +38.04% | |
| Envestnet Asset Management Inc | 0.06% | 1,655,001 | $270,725,011 | $270,741,614 | +$16,603 | +0.01% | |
| Raymond James Financial Inc | 0.06% | 1,752,373 | $207,673,801 | $286,670,699 | +$78,996,898 | +38.04% | |
| Lpl Financial Llc | 0.05% | 1,449,301 | $171,756,696 | $237,091,151 | +$65,334,455 | +38.04% | |
| Truist Financial Corp | 0.18% | 933,207 | $152,654,035 | $152,663,333 | +$9,298 | +0.01% | |
| Royal Bank Of Canada | 0.03% | 1,234,791 | $146,337,000 | $201,999,460 | +$55,662,460 | +38.04% | |
| Westend Advisors, Llc | 2.61% | 714,852 | $116,942,176 | $116,942,639 | +$463 | +0.00% | |
| Cerity Partners Llc | 0.16% | 952,453 | $112,875,300 | $155,811,786 | +$42,936,486 | +38.04% | |
| Steward Partners Investment Advisory, Llc | 0.49% | 811,567 | $96,178,685 | $132,764,246 | +$36,585,561 | +38.04% | |
| Gray Foundation | 20.16% | 559,116 | $91,460,195 | $91,465,786 | +$5,591 | +0.01% | |
| Commonwealth Equity Services, Llc | 0.10% | 480,102 | $78,535,010 | $78,539,886 | +$4,876 | +0.01% | |
| Destination Wealth Management | 1.91% | 620,654 | $73,553,753 | $101,532,788 | +$27,979,035 | +38.04% | |
| Ubs Group Ag | 0.01% | 564,285 | $66,873,416 | $92,311,383 | +$25,437,967 | +38.04% | |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | 404,890 | $66,231,906 | $66,235,955 | +$4,049 | +0.01% | |
| Ameriprise Financial Inc | 0.02% | 546,560 | $64,758,711 | $89,411,750 | +$24,653,039 | +38.07% | |
| Wells Fargo & Company/Mn | 0.01% | 383,285 | $45,423,112 | $62,701,593 | +$17,278,481 | +38.04% | |
| Pgim Custom Harvest Llc | 0.68% | 368,785 | $43,704,736 | $60,329,538 | +$16,624,802 | +38.04% | |
| Legacy Financial Strategies, Llc | 6.48% | 255,742 | $41,834,328 | $41,836,834 | +$2,506 | +0.01% | |
| Portfolio Strategies, Inc. | 5.04% | 345,165 | $40,907,839 | $56,465,542 | +$15,557,703 | +38.03% | |
| Fil Ltd | 0.03% | 335,739 | $39,788,429 | $54,923,543 | +$15,135,114 | +38.04% | |
| Victory Capital Management Inc | 0.02% | 291,804 | $34,581,694 | $47,736,216 | +$13,154,522 | +38.04% | |
| Stifel Financial Corp | 0.03% | 288,020 | $34,133,756 | $47,117,192 | +$12,983,436 | +38.04% | |
| Allworth Financial Lp | 0.11% | 232,471 | $27,550,127 | $38,029,931 | +$10,479,804 | +38.04% | |
| Lido Advisors, Llc | 0.11% | 229,472 | $27,194,755 | $37,539,324 | +$10,344,569 | +38.04% | |
| Osaic Holdings, Inc. | 0.04% | 217,525 | $25,782,358 | $35,584,915 | +$9,802,557 | +38.02% | |
| Exchange Traded Concepts, Llc | 0.12% | 144,540 | $23,643,853 | $23,645,299 | +$1,446 | +0.01% | |
| Goldman Sachs Group Inc | 0.00% | 189,559 | $22,464,636 | $31,009,957 | +$8,545,321 | +38.04% | |
| Bailard, Inc. | 0.44% | 131,527 | $21,515,257 | $21,516,502 | +$1,245 | +0.01% | |
| White Lighthouse Investment Management Inc. | 2.63% | 128,824 | $21,072,974 | $21,074,318 | +$1,344 | +0.01% | |
| Focus Partners Wealth | 0.02% | 145,779 | $18,427,241 | $23,847,987 | +$5,420,746 | +29.42% | |
| Cetera Investment Advisers | 0.02% | 151,371 | $17,939,016 | $24,762,782 | +$6,823,766 | +38.04% | |
| Assetmark, Inc | 0.03% | 107,390 | $17,566,870 | $17,567,930 | +$1,060 | +0.01% | |
| Shira Ridge Wealth Management | 6.05% | 106,089 | $17,354,098 | $17,355,100 | +$1,002 | +0.01% | |
| Hb Wealth Management, Llc | 0.10% | 105,421 | $17,244,870 | $17,245,821 | +$951 | +0.01% | |
| Dynamic Wealth Strategies, Llc | 8.84% | 101,456 | $16,596,172 | $16,597,187 | +$1,015 | +0.01% | |
| Sagespring Wealth Partners, Llc | 0.25% | 100,908 | $16,506,491 | $16,507,540 | +$1,049 | +0.01% | |
| Apollon Wealth Management, Llc | 0.20% | 100,478 | $16,436,167 | $16,437,196 | +$1,029 | +0.01% | |
| Decker Wealth Management Llc | 3.49% | 100,285 | $16,404,596 | $16,405,623 | +$1,027 | +0.01% | |
| Mariner, Llc | 0.02% | 130,314 | $15,443,536 | $21,318,067 | +$5,874,531 | +38.04% | |
| Mml Investors Services, Llc | 0.04% | 122,883 | $14,562,806 | $20,102,430 | +$5,539,624 | +38.04% | |
| Cibc World Market Inc. | 0.02% | 112,335 | $13,312,821 | $18,376,883 | +$5,064,062 | +38.04% | |
| Wellington Management Group Llp | 0.00% | 106,970 | $12,677,015 | $17,499,222 | +$4,822,207 | +38.04% | |
| Sanctuary Advisors, Llc | 0.07% | 105,011 | $12,444,866 | $17,178,749 | +$4,733,883 | +38.04% | |
| Baker Avenue Asset Management, Lp | 0.24% | 75,801 | $12,399,545 | $12,400,286 | +$741 | +0.01% | |
| Corient Private Wealth Llc | 0.02% | 103,327 | $12,245,313 | $16,903,264 | +$4,657,951 | +38.04% | |
| Gm Advisory Group, Llc | 0.45% | 99,698 | $11,815,249 | $16,309,596 | +$4,494,347 | +38.04% | |
| Private Advisor Group, Llc | 0.05% | 69,486 | $11,366,464 | $11,367,215 | +$751 | +0.01% |
Frequently asked questions about IGM
Who owns the most IGM stock?
The largest holders of IGM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES EXPANDED TECH SECTOR (IGM).
Is IGM widely held by superinvestors?
Many widely followed stocks like IGM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IGM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.