Vault-13

ISHARES TR IGM

EXPND TEC SC ETF · ETP · CUSIP 464287549

511 institutional holders -2 vs Q4 2025
34,221,35434.2m shares reported held*
$4.2bnreported value*
46 new 138 added 170 reduced 46 sold out net sold ≈ $360.9m (-3.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $122.76. Options: 3 managers hold calls ($21.1m notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 255Q4 22: 252Q1 23: 262Q2 23: 290Q3 23: 284Q4 23: 322Q1 24: 340Q2 24: 371Q3 24: 385Q4 24: 419Q1 25: 426Q2 25: 460Q3 25: 500Q4 25: 513Q1 26: 511511Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022255
Q4 2022252
Q1 2023262
Q2 2023290
Q3 2023284
Q4 2023322
Q1 2024340
Q2 2024371
Q3 2024385
Q4 2024419
Q1 2025426
Q2 2025460
Q3 2025500
Q4 2025513
Q1 2026511

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 162 bought or addedQ2 24: 102 cut or sold outQ3 24: 162 bought or addedQ3 24: 126 cut or sold outQ3 24Q4 24: 171 bought or addedQ4 24: 122 cut or sold outQ1 25: 175 bought or addedQ1 25: 155 cut or sold outQ1 25Q2 25: 186 bought or addedQ2 25: 175 cut or sold outQ3 25: 232 bought or addedQ3 25: 142 cut or sold outQ3 25Q4 25: 158 bought or addedQ4 25: 227 cut or sold outQ1 26: 184 bought or addedQ1 26: 216 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024162102
Q3 2024162126
Q4 2024171122
Q1 2025175155
Q2 2025186175
Q3 2025232142
Q4 2025158227
Q1 2026184216

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ2 25 calls: $10.3mQ2 25 puts: $954.9kQ2 25P/C 0.09Q3 25 calls: $36.1mQ3 25 puts: $1.5mQ3 25P/C 0.04Q4 25 calls: $19.3mQ4 25 puts: $477.9kQ4 25P/C 0.02Q1 26 calls: $21.1mQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$10.3m$954.9k0.09
Q3 2025$36.1m$1.5m0.04
Q4 2025$19.3m$477.9k0.02
Q1 2026$21.1m$00.00

Biggest buyers

FIL Ltd New +335,739+335.7k
Mirae Asset Global Investments Co., Ltd. Added +217,300+217.3k
ENVESTNET ASSET MANAGEMENT INC Added +104,337+104.3k
Independent Advisor Alliance New +89,590+89.6k
VMS Asset Management Limited New +71,020+71.0k
TWO SIGMA INVESTMENTS, LP New +67,500+67.5k
Focus Partners Advisor Solutions, LLC Added +60,049+60.0k
UBS Group AG Added +51,398+51.4k
Cadent Capital Advisors, LLC New +43,592+43.6k
JANE STREET GROUP, LLC New +29,175+29.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,312,357-1.3m
BANK OF MONTREAL /CAN/ Reduced -1,289,333-1.3m
Equitable Holdings, Inc. Reduced -533,514-533.5k
BANK OF AMERICA CORP /DE/ Reduced -437,449-437.4k
WELLINGTON MANAGEMENT GROUP LLP Reduced -246,571-246.6k
AMERIPRISE FINANCIAL INC Reduced -219,151-219.2k
Corient Private Wealth LP Reduced -107,969-108.0k
OVERSEA-CHINESE BANKING Corp Ltd Reduced -64,874-64.9k
MORGAN STANLEY Reduced -58,070-58.1k
BNP PARIBAS FINANCIAL MARKETS Reduced -50,005-50.0k

Biggest calls

CITADEL ADVISORS LLC Added $14.4m121.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.3m36.6k shares
JANE STREET GROUP, LLC Reduced $2.4m20.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,352,8003.4m $397.3m $397.3m 0.03% Reduced -437.4k -437,449
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,332,7702.3m $276.5m $276.5m 0.02% Reduced -58.1k -58,070
3 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4.46% of their portfolio LOS ANGELES, CA 1,858,0321.9m $220.2m $220.2m 4.46% Added +10.4k +10,357
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,781,0261.8m $211.1m $211.1m 0.06% Added +104.3k +104,337
5 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 1,752,3731.8m $207.7m $207.7m 0.06% Reduced -21.1k -21,100
6 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,449,3011.4m $171.8m $171.8m 0.05% Reduced -4.6k -4,642
7 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,236,0611.2m $140.1m $140.1m 0.01% Reduced -1.3m -1,312,357
8 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,234,7911.2m $146.3m $146.3m 0.03% Reduced -36.4k -36,408
9 Equitable Holdings, Inc. 1.78% of their portfolio NEW YORK, NY 1,077,7831.1m $276.6m $276.6m 1.78% Reduced -533.5k -533,514
10 TRUIST FINANCIAL CORP 0.16% of their portfolio CHARLOTTE, NC 1,019,0591.0m $120.8m $120.8m 0.16% Reduced -6.3k -6,269
11 Janney Montgomery Scott LLC 0.29% of their portfolio PHILADELPHIA, PA 998,105998.1k $118.3m $118.3m 0.29% Reduced -37.7k -37,725
12 Cerity Partners LLC 0.16% of their portfolio NEW YORK, NY 952,453952.5k $112.9m $112.9m 0.16% Added +9.6k +9,563
13 WestEnd Advisors, LLC 2.39% of their portfolio CHARLOTTE, NC 836,049836.0k $99.1m $99.1m 2.39% Added +12.4k +12,355
14 Steward Partners Investment Advisory, LLC 0.49% of their portfolio STAMFORD, CT 811,567811.6k $96.2m $96.2m 0.49% Added +27.2k +27,153
15 Destination Wealth Management 1.91% of their portfolio Walnut Creek, CA 620,654620.7k $73.6m $73.6m 1.91% Reduced -4.6k -4,565
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 564,285564.3k $66.9m $66.9m 0.01% Added +51.4k +51,398
17 Gray Foundation 16.70% of their portfolio Cohoes, NY 559,116559.1k $66.3m $66.3m 16.70% Unchanged
18 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 546,560546.6k $64.8m $64.8m 0.02% Reduced -219.2k -219,151
19 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 491,737491.7k $58.3m $58.3m 0.08% Added +7.2k +7,215
20 Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio SEOUL, M5 482,300482.3k $57.2m $57.2m 0.16% Added +217.3k +217,300
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 383,285383.3k $45.4m $45.4m 0.01% Reduced -41.1k -41,092
22 PGIM Custom Harvest LLC 0.68% of their portfolio NEWARK, NJ 368,785368.8k $43.7m $43.7m 0.68% Reduced -3.0k -3,016
23 Portfolio Strategies, Inc. 5.04% of their portfolio MONTVALE, NJ 345,165345.2k $40.9m $40.9m 5.04% Reduced -6.0k -6,034
24 FIL Ltd 0.03% of their portfolio HAMILTON, D0 335,739335.7k $39.8m $39.8m 0.03% New
25 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 291,804291.8k $34.6m $34.6m 0.02% Added +2.9k +2,924
26 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 288,020288.0k $34.1m $34.1m 0.03% Added +7.3k +7,323
27 Legacy Financial Strategies, LLC 5.48% of their portfolio OVERLAND PARK, KS 256,060256.1k $30.3m $30.3m 5.48% Added +1.2k +1,165
28 Allworth Financial LP 0.11% of their portfolio FOLSOM, CA 232,471232.5k $27.6m $27.6m 0.11% Reduced -1.6k -1,576
29 Lido Advisors, LLC 0.11% of their portfolio Los Angeles, CA 229,472229.5k $27.2m $27.2m 0.11% Reduced -6.0k -5,986
30 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 217,525217.5k $25.8m $25.8m 0.04% Added +7.0k +7,017
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 189,559189.6k $22.5m $22.5m 0.00% Reduced -12.4k -12,393
32 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 151,371151.4k $17.9m $17.9m 0.02% Reduced -42.4k -42,446
33 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 145,779145.8k $18.4m $18.4m 0.02% Reduced -13.8k -13,813
34 BAILARD, INC. 0.37% of their portfolio Foster City, CA 135,740135.7k $16.1m $16.1m 0.37% Added +5.7k +5,665
35 Mariner, LLC 0.02% of their portfolio Overland Park, KS 130,314130.3k $15.4m $15.4m 0.02% Reduced -2.3k -2,261
36 White Lighthouse Investment Management Inc. 2.03% of their portfolio BEDFORD, MA 123,424123.4k $14.6m $14.6m 2.03% Added +9.5k +9,468
37 Mathes Company, Inc. 5.34% of their portfolio New York, NY 123,235123.2k $14.6m $14.6m 5.34% Reduced -80 -80
38 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 123,203123.2k $14.6m $14.6m 0.03% Added +17.8k +17,786
39 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 122,883122.9k $14.6m $14.6m 0.04% Reduced -15.3k -15,332
40 HB Wealth Management, LLC 0.09% of their portfolio Atlanta, GA 115,929115.9k $13.7m $13.7m 0.09% Reduced -29.7k -29,683
41 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 112,335112.3k $13.3m $13.3m 0.02% Reduced -1.7k -1,694
42 Shira Ridge Wealth Management 5.24% of their portfolio LARKSPUR, CA 111,809111.8k $13.3m $13.3m 5.24% Added +21.7k +21,680
43 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 106,970107.0k $12.7m $12.7m 0.00% Reduced -246.6k -246,571
44 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 105,011105.0k $12.4m $12.4m 0.07% Added +9.2k +9,169
45 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 104,043104.0k $12.3m $12.3m 0.03% Reduced -29.5k -29,495
46 Decker Wealth Management LLC 2.79% of their portfolio NASHVILLE, TN 103,870103.9k $12.3m $12.3m 2.79% Reduced -4.3k -4,270
47 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 103,327103.3k $12.2m $12.2m 0.02% Reduced -108.0k -107,969
48 SAGESPRING WEALTH PARTNERS, LLC 0.22% of their portfolio FRANKLIN, TN 103,231103.2k $12.2m $12.2m 0.22% Reduced -8.0k -8,034
49 Dynamic Wealth Strategies, LLC 6.97% of their portfolio GRANITE BAY, CA 101,716101.7k $12.1m $12.1m 6.97% Added +2.6k +2,607
50 Apollon Wealth Management, LLC 0.19% of their portfolio MOUNT PLEASANT, SC 100,966101.0k $12.0m $12.0m 0.19% Reduced -766 -766
51 GM Advisory Group, LLC 0.45% of their portfolio MELVILLE, NY 99,69899.7k $11.8m $11.8m 0.45% Reduced -646 -646
52 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 98,96799.0k $11.7m $11.7m 0.01% Reduced -3.8k -3,817
53 Independent Advisor Alliance 0.11% of their portfolio CHARLOTTE, NC 89,59089.6k $10.6m $10.6m 0.11% New
54 Fairscale Capital, LLC 7.09% of their portfolio NASHUA, NH 86,49986.5k $10.3m $10.3m 7.09% Added +1.8k +1,755
55 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 86,24286.2k $10.2m $10.2m 0.05% Reduced -3.9k -3,863
56 Prostatis Group LLC 2.59% of their portfolio HANOVER, MD 85,27285.3k $10.1m $10.1m 2.59% Added +198 +198
57 Baker Avenue Asset Management, LP 0.20% of their portfolio SAN FRANCISCO, CA 74,87674.9k $8.9m $8.9m 0.20% Added +41 +41
58 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 72,16972.2k $8.6m $8.6m 0.02% Added +2.3k +2,306
59 VMS Asset Management Limited 5.14% of their portfolio HONG KONG, K3 71,02071.0k $8.4m $8.4m 5.14% New
60 Focus Partners Advisor Solutions, LLC 0.08% of their portfolio SAINT LOUIS, MO 69,26369.3k $8.2m $8.2m 0.08% Added +60.0k +60,049
61 WealthBridge Capital Management, LLC 1.85% of their portfolio WESTERVILLE, OH 67,81567.8k $8.0m $8.0m 1.85% Added +290 +290
62 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 67,50067.5k $8.0m $8.0m 0.01% New
63 Meridian Wealth Management, LLC 0.27% of their portfolio LEXINGTON, KY 64,13564.1k $7.6m $7.6m 0.27% Reduced -85 -85
64 CWM, LLC 0.02% of their portfolio OMAHA, NE 63,92263.9k $7.6m $7.6m 0.02% Reduced -670 -670
65 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 63,23363.2k $7.5m $7.5m 0.00% Reduced -8.3k -8,256
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 62,46262.5k $7.2m $7.2m 0.00% Added +8.4k +8,416
67 Integrity Investment Advisors, LLC 3.85% of their portfolio FORT COLLINS, CO 59,95660.0k $7.1m $7.1m 3.85% Added +3.9k +3,936
68 SCOTIA CAPITAL INC. 0.03% of their portfolio TORONTO, A6 59,56659.6k $7.1m $7.1m 0.03% Reduced -2.6k -2,616
69 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 58,40158.4k $6.9m $6.9m 0.01% Added +6.4k +6,435
70 Graves Light Lenhart Wealth, Inc. 0.69% of their portfolio HARRISONBURG, VA 55,97356.0k $6.6m $6.6m 0.69% Unchanged
71 Asset Management Group, Inc. 1.06% of their portfolio STAMFORD, CT 55,54255.5k $6.6m $6.6m 1.06% Reduced -1.4k -1,404
72 MIDLAND WEALTH ADVISORS, LLC 0.32% of their portfolio EFFINGHAM, IL 53,01753.0k $6.3m $6.3m 0.32% Added +54 +54
73 AFT, FORSYTH & COMPANY, INC. 2.93% of their portfolio JUPITER, FL 52,50852.5k $6.2m $6.2m 2.93% Reduced -563 -563
74 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 52,31752.3k $6.2m $6.2m 0.03% Reduced -2.4k -2,360
75 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 50,16350.2k $5.9m $5.9m 0.06% Added +6.1k +6,054
76 Trilogy Capital Inc. 0.26% of their portfolio IRVINE, CA 49,06949.1k $5.8m $5.8m 0.26% Reduced -1.0k -1,013
77 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 44,95945.0k $5.3m $5.3m 0.02% Reduced -10.7k -10,692
78 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 43,81343.8k $5.2m $5.2m 0.00% Reduced -8.8k -8,750
79 ACIMA PRIVATE WEALTH, LLC 1.63% of their portfolio RICHMOND, VA 43,74043.7k $5.2m $5.2m 1.63% Reduced -7.5k -7,500
80 Cadent Capital Advisors, LLC 1.37% of their portfolio TULSA, OK 43,59243.6k $5.2m $5.2m 1.37% New
81 KKM Financial LLC 0.99% of their portfolio CHICAGO, IL 42,96743.0k $5.5m $5.5m 0.99% Unchanged
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 42,27342.3k $5.0m $5.0m 0.00% Reduced -4.9k -4,909
83 FMR LLC 0.00% of their portfolio BOSTON, MA 41,54841.5k $4.9m $4.9m 0.00% Added +1.7k +1,695
84 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 41,08041.1k $4.9m $4.9m 0.01% Reduced -1.2k -1,171
85 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 40,63340.6k $4.8m $4.8m 0.02% Reduced -7.5k -7,470
86 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 40,40640.4k $4.8m $4.8m 0.03% Added +5.7k +5,712
87 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,08640.1k $4.8m $4.8m 0.00% Added +1.9k +1,906
88 Paragon Advisors, LLC 1.21% of their portfolio COLLEGE STATION, TX 37,96938.0k $4.5m $4.5m 1.21% Reduced -615 -615
89 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 37,65937.7k $4.5m $4.5m 0.01% Added +2.1k +2,076
90 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 36,62936.6k $4.3m $4.3m 0.06% Reduced -10.4k -10,431
91 Milestone Investment Advisors LLC 1.04% of their portfolio MIDDLETON, WI 36,27336.3k $4.3m $4.3m 1.04% Added +155 +155
92 MERIDIAN INVESTMENT COUNSEL INC. 1.00% of their portfolio LAFAYETTE, CA 35,25735.3k $4.2m $4.2m 1.00% Reduced -300 -300
93 Campion Asset Management 2.72% of their portfolio Fairfax, VA 33,86233.9k $4.0m $4.0m 2.72% Added +689 +689
94 TRAPHAGEN INVESTMENT ADVISORS LLC 0.32% of their portfolio ORADELL, NJ 33,42233.4k $4.0m $4.0m 0.32% Reduced -122 -122
95 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,82131.8k $3.8m $3.8m 0.00% Added +17.6k +17,584
96 Journey Beyond Wealth, LLC 3.04% of their portfolio ROSWELL, GA 29,82629.8k $3.5m $3.5m 3.04% Added +2.6k +2,567
97 INTERACTIVE FINANCIAL ADVISORS, INC. 2.30% of their portfolio New Lenox, IL 29,60929.6k $3.5m $3.5m 2.30% Added +411 +411
98 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 29,17529.2k $3.5m $3.5m 0.00% New
99 SHEETS SMITH WEALTH MANAGEMENT 0.38% of their portfolio WINSTON-SALEM, NC 28,31228.3k $3.4m $3.4m 0.38% Reduced -853 -853
100 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 28,28628.3k $3.4m $3.4m 0.00% Reduced -395 -395