IGM
iShares Expanded Tech Sector ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -0.9% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 41.07K | $7.02M | n/a | n/a |
| Q2 2026 | 70 | +3 | 20.49M | $3.35B | +6 | −4 |
| Q1 2026 | 69 | 0 | 21.26M | $2.51B | +5 | −5 |
| Q4 2025 | 69 | 0 | 24.33M | $3.14B | +1 | −1 |
| Q3 2025 | 9 | -1 | 4.74M | $596.44M | n/a | −1 |
| Q2 2025 | 7 | 0 | 314.72K | $35.36M | +1 | −1 |
| Q1 2025 | 5 | +3 | 478.70K | $43.40M | +3 | n/a |
| Q4 2024 | 2 | -2 | 168.49K | $17.20M | n/a | −2 |
| Q3 2024 | 4 | +4 | 437.40K | $41.96M | +4 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.41M | n/a | $303.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | JPMorgan Chase ✦ | 1.86M | n/a | $234.40M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 3 | Wellington Management ✦ | 212.52K | +45.5% | $26.77M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 196.06K | n/a | $24.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Fidelity (FMR) ✦ | 31.83K | -2.0% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 16.40K | +256.5% | $2.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 5.70K | -94.2% | $717,915 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 3.02K | -7.8% | $379,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $3.08M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 500 holders, 32.99M shares, $3.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.