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 $5.10B 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 $528.70M in its June 30, 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 $506.18M, representing an estimated loss of -4.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed IGM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Signature Estate & Investment Advisors Llc, 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
549
Total Reported Value
$5.10B
Largest Holder
Bank Of America Corp
Largest Position
$528.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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% | 3,232,078 | $528,703,400 | $506,175,736 | -$22,527,664 | -4.26% | |
| Morgan Stanley | 0.02% | 2,351,927 | $384,728,506 | $368,335,287 | -$16,393,219 | -4.26% | |
| Signature Estate & Investment Advisors Llc | 6.19% | 2,102,124 | $343,865,482 | $329,213,640 | -$14,651,842 | -4.26% | |
| Raymond James Financial Inc | 0.07% | 1,659,888 | $271,524,523 | $259,955,060 | -$11,569,463 | -4.26% | |
| Envestnet Asset Management Inc | 0.06% | 1,655,001 | $270,725,011 | $259,189,707 | -$11,535,304 | -4.26% | |
| Lpl Financial Llc | 0.05% | 1,358,497 | $222,222,925 | $212,754,215 | -$9,468,710 | -4.26% | |
| Royal Bank Of Canada | 0.03% | 1,194,984 | $195,475,000 | $187,146,444 | -$8,328,556 | -4.26% | |
| Cerity Partners Llc | 0.19% | 944,121 | $154,439,390 | $147,858,790 | -$6,580,600 | -4.26% | |
| Truist Financial Corp | 0.18% | 933,207 | $152,654,035 | $146,149,548 | -$6,504,487 | -4.26% | |
| Jpmorgan Chase & Co | 0.01% | 913,067 | $145,999,764 | $142,995,423 | -$3,004,341 | -2.06% | |
| Westend Advisors, Llc | 2.61% | 714,852 | $116,942,176 | $111,952,972 | -$4,989,204 | -4.27% | |
| Bank Of Montreal | 0.04% | 695,523 | $113,773,652 | $108,925,857 | -$4,847,795 | -4.26% | |
| Destination Wealth Management | 2.30% | 603,056 | $98,647,894 | $94,444,600 | -$4,203,294 | -4.26% | |
| Gray Foundation | 20.16% | 559,116 | $91,460,195 | $87,563,157 | -$3,897,038 | -4.26% | |
| Ubs Group Ag | 0.01% | 541,084 | $88,510,521 | $84,739,165 | -$3,771,356 | -4.26% | |
| Ameriprise Financial Inc | 0.02% | 523,630 | $85,796,451 | $82,005,694 | -$3,790,757 | -4.42% | |
| Commonwealth Equity Services, Llc | 0.10% | 480,102 | $78,535,010 | $75,188,774 | -$3,346,236 | -4.26% | |
| Steward Partners Investment Advisory, Llc | 0.37% | 446,206 | $72,990,371 | $69,880,322 | -$3,110,049 | -4.26% | |
| Wells Fargo & Company/Mn | 0.01% | 413,258 | $67,600,754 | $64,720,335 | -$2,880,419 | -4.26% | |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | 404,890 | $66,231,906 | $63,409,823 | -$2,822,083 | -4.26% | |
| Portfolio Strategies, Inc. | 5.48% | 341,472 | $55,857,689 | $53,477,930 | -$2,379,759 | -4.26% | |
| Pgim Custom Harvest Llc | 0.67% | 327,192 | $53,521,983 | $51,241,539 | -$2,280,444 | -4.26% | |
| Stifel Financial Corp | 0.04% | 282,184 | $46,160,327 | $44,192,836 | -$1,967,491 | -4.26% | |
| Fil Ltd | 0.03% | 257,300 | $42,089,134 | $40,295,753 | -$1,793,381 | -4.26% | |
| Legacy Financial Strategies, Llc | 6.48% | 255,742 | $41,834,328 | $40,051,755 | -$1,782,573 | -4.26% | |
| Victory Capital Management Inc | 0.02% | 254,167 | $41,576,562 | $39,805,094 | -$1,771,468 | -4.26% | |
| Osaic Holdings, Inc. | 0.05% | 243,168 | $39,783,584 | $38,082,540 | -$1,701,044 | -4.28% | |
| Coppell Advisory Solutions Llc | 3.16% | 27 | $38,205,031 | $4,228 | -$38,200,803 | -99.99% | |
| Lido Advisors, Llc | 0.13% | 229,127 | $37,480,643 | $35,883,579 | -$1,597,064 | -4.26% | |
| Allworth Financial Lp | 0.16% | 225,825 | $36,940,518 | $35,366,453 | -$1,574,065 | -4.26% | |
| Goldman Sachs Group Inc | 0.00% | 184,430 | $30,169,059 | $28,883,582 | -$1,285,477 | -4.26% | |
| Cetera Investment Advisers | 0.02% | 153,650 | $25,134,157 | $24,063,127 | -$1,071,030 | -4.26% | |
| Focus Partners Wealth | 0.02% | 145,612 | $23,819,236 | $22,804,295 | -$1,014,941 | -4.26% | |
| Exchange Traded Concepts, Llc | 0.12% | 144,540 | $23,643,853 | $22,636,409 | -$1,007,444 | -4.26% | |
| Bailard, Inc. | 0.44% | 131,527 | $21,515,257 | $20,598,443 | -$916,814 | -4.26% | |
| White Lighthouse Investment Management Inc. | 2.63% | 128,824 | $21,072,974 | $20,175,127 | -$897,847 | -4.26% | |
| Mml Investors Services, Llc | 0.04% | 119,676 | $19,576,547 | $18,742,458 | -$834,089 | -4.26% | |
| Cibc World Market Inc. | 0.03% | 109,692 | $17,943,417 | $17,178,864 | -$764,553 | -4.26% | |
| Assetmark, Inc | 0.03% | 107,390 | $17,566,870 | $16,818,348 | -$748,522 | -4.26% | |
| Shira Ridge Wealth Management | 6.05% | 106,089 | $17,354,098 | $16,614,598 | -$739,500 | -4.26% | |
| Sanctuary Advisors, Llc | 0.08% | 105,670 | $17,285,522 | $16,548,979 | -$736,543 | -4.26% | |
| Hb Wealth Management, Llc | 0.10% | 105,421 | $17,244,870 | $16,509,983 | -$734,887 | -4.26% | |
| Dynamic Wealth Strategies, Llc | 8.84% | 101,456 | $16,596,172 | $15,889,024 | -$707,148 | -4.26% | |
| Corient Private Wealth Llc | 0.02% | 101,278 | $16,567,006 | $15,861,148 | -$705,858 | -4.26% | |
| Wealthspire Advisors, Llc | 0.09% | 101,013 | $16,523,709 | $15,819,646 | -$704,063 | -4.26% | |
| Sagespring Wealth Partners, Llc | 0.25% | 100,908 | $16,506,491 | $15,803,202 | -$703,289 | -4.26% | |
| Apollon Wealth Management, Llc | 0.20% | 100,478 | $16,436,167 | $15,735,860 | -$700,307 | -4.26% | |
| Decker Wealth Management Llc | 3.49% | 100,285 | $16,404,596 | $15,705,634 | -$698,962 | -4.26% | |
| &Partners | 0.06% | 89,756 | $14,735,714 | $14,056,687 | -$679,027 | -4.61% | |
| Pnc Financial Services Group, Inc. | 0.01% | 87,972 | $14,390,479 | $13,777,295 | -$613,184 | -4.26% |
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.