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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Scotia Capital
Ontario, Canada
$537K -$286K -3,945 -36%
3F
227
360 Financial
Minnesota
$530K -$7.59M -104,740 -94%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$530K
OWA
229
Outlook Wealth Advisors
Texas
$524K -$5.89M -81,285 -92%
KA
230
Kovack Advisors
Florida
$524K -$360K -4,965 -42%
TSWM
231
Triangle Securities Wealth Management
North Carolina
$518K +$23.6K +325 +5%
JWCA
232
J.W. Cole Advisors
Florida
$507K -$9.06K -125 -2%
GTAM
233
Global Trust Asset Management
Florida
$507K +$471K +6,500 New
GCA
234
Greenwood Capital Associates
South Carolina
$506K +$469K +6,475 New
MWP
235
Madison Wealth Partners
Wisconsin
$505K +$173K +2,385 +58%
PIM
236
Parker Investment Management
California
$481K -$5.8K -80 -1%
First Manhattan
237
First Manhattan
New York
$478K
Vontobel Holding
238
Vontobel Holding
Switzerland
$452K +$78.7K +1,085 +23%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$451K +$1.45K +20 +0.3%
CCA
240
Cadent Capital Advisors
Oklahoma
$444K -$240K -3,315 -37%
HTC
241
Haverford Trust Company
Pennsylvania
$439K
TWP
242
Tempus Wealth Planning
California
$432K +$49.3K +680 +14%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$429K -$22.8K -315 -5%
WWM
244
Western Wealth Management
Colorado
$425K -$385K -5,310 -49%
CCB
245
Cutter & Co Brokerage
Missouri
$425K +$725 +10 +0.2%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$423K +$28.3K +390 +8%
IWM
247
IHT Wealth Management
Illinois
$413K -$3.63K -50 -0.9%
LWAC
248
Laurel Wealth Advisors (California)
California
$405K -$12K -165 -3%
ASFA
249
All Season Financial Advisors
Colorado
$400K +$372K +5,125 New
ASN
250
Advisory Services Network
Georgia
$398K -$16.3K -225 -4%

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.