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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Scotia Capital
Ontario, Canada
$553K +$4.49K +55 +0.8%
KA
227
Kovack Advisors
Florida
$530K -$6.53K -80 -1%
Parallax Volatility Advisers
228
Parallax Volatility Advisers
California
$528K -$50.1M -613,870 -99%
MWP
229
Madison Wealth Partners
Wisconsin
$528K +$11.8K +145 +2%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$524K -$197K -2,410 -27%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$524K
OWA
232
Outlook Wealth Advisors
Texas
$523K -$13.5K -165 -2%
TSWM
233
Triangle Securities Wealth Management
North Carolina
$520K -$10.2K -125 -2%
JGC
234
J. Goldman & Co
New York
$514K -$633K -7,755 -55%
AWM
235
AE Wealth Management
Kansas
$511K -$112K -1,370 -18%
VAS
236
Vestmark Advisory Solutions
Massachusetts
$511K +$49.8K +610 +11%
3F
237
360 Financial
Minnesota
$503K -$40.8K -500 -7%
PIM
238
Parker Investment Management
California
$502K +$9.39K +115 +2%
First Manhattan
239
First Manhattan
New York
$489K
ACM
240
AlphaStar Capital Management
North Carolina
$467K +$455K +5,580 New
AIP
241
Almanack Investment Partners
Pennsylvania
$458K +$468K +5,735 New
CCA
242
Cadent Capital Advisors
Oklahoma
$453K -$1.22K -15 -0.3%
CCB
243
Cutter & Co Brokerage
Missouri
$435K
TWP
244
Tempus Wealth Planning
California
$434K -$8.57K -105 -2%
HTC
245
Haverford Trust Company
Pennsylvania
$429K -$20.4K -250 -4%
RJT
246
Raymond James Trust
Florida
$422K -$800K -9,805 -65%
IWM
247
IHT Wealth Management
Illinois
$412K -$11K -135 -3%
LWAC
248
Laurel Wealth Advisors (California)
California
$410K -$4.49K -55 -1%
JAG
249
Journey Advisory Group
Kentucky
$410K +$10.6K +130 +3%
Bank of New York Mellon
250
Bank of New York Mellon
New York
$409K -$31K -380 -7%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.