ISHARES EXPANDED TECH SECTOR (IGM) Institutional Ownership Changes & 13F Activity
ISHARES EXPANDED TECH SECTOR (IGM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Equitable Holdings, Inc., Ameriprise Financial Inc, Envestnet Asset Management Inc, Bank Of America Corp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -126,025 | -7.1% | 1,655,001 | $270.73M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +1,933 | +91.9% | 4,037 | $660.37K | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -752 | -28.5% | 1,887 | $308.68K | Q2 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -7 | -1.8% | 384 | $62.81K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,960 | +73.0% | 7,016 | $1.15M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -2,465 | -2.4% | 100,862 | $16.50M | Q2 2026 | Aug 27, 2026 |
| Dakota Wealth Management | Sell | -3,000 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 26, 2026 |
| Financial Insights, Inc. | Sell | -690 | -30.3% | 1,589 | $259.93K | Q2 2026 | Aug 25, 2026 |
| Forefront Wealth Partners, Llc | Buy | +44 | +0.5% | 8,710 | $1.42M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +1,117 | +3.9% | 29,403 | $4.81M | Q2 2026 | Aug 19, 2026 |
| Copia Wealth Management | Buy | +1,016 | +6.6% | 16,465 | $2.69M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -941 | -4.5% | 19,932 | $3.26M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -65 | -1.0% | 6,592 | $1.08M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -1,070,473 | -99.3% | 7,310 | $1.20M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +3,000 | — | 3,000 | $490.74K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -2,777 | -12.5% | 19,416 | $3.18M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,479 | -11.7% | 11,161 | $1.83M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +202 | +4.4% | 4,743 | $776.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +523,630 | — | 523,630 | $85.80M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -120,722 | -3.6% | 3,232,078 | $528.70M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -92,485 | -5.3% | 1,659,888 | $271.52M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -89,478 | -83.6% | 17,492 | $2.86M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -39,807 | -3.2% | 1,194,984 | $195.47M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +29,973 | +7.8% | 413,258 | $67.60M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +25,643 | +11.8% | 243,168 | $39.78M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Sell | -17,598 | -2.8% | 603,056 | $98.65M | Q2 2026 | Aug 14, 2026 |
| Prostatis Group Llc | Sell | -14,634 | -17.2% | 70,638 | $11.55M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +12,980 | +209.5% | 19,177 | $3.14M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +10,904 | +194.5% | 16,509 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -10,699 | -48.8% | 11,206 | $1.83M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IGM activity
Which institutional owners are buying IGM?
Institutional owners buying IGM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IGM activity?
"Buy" means an investor increased their reported position in IGM compared to the prior reporting period. This reflects growing exposure to ISHARES EXPANDED TECH SECTOR (IGM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IGM increasing?
Institutional interest in IGM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.