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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
226
Cookson Peirce & Co
Pennsylvania
$637K -$49.7K -595 -7%
AFS
227
Access Financial Services
Minnesota
$636K +$668K +8,000 New
MWP
228
Madison Wealth Partners
Wisconsin
$633K +$111K +1,335 +20%
OCM
229
Objective Capital Management
Ohio
$626K +$658K +7,875 New
CNBTD
230
Citizens National Bank Trust Department
Mississippi
$618K -$411K -4,925 -39%
CAN
231
Claraphi Advisory Network
United States
$617K -$835 -10 -0.1%
KPW
232
Kore Private Wealth
New York
$582K
CWM
233
Calamos Wealth Management
Illinois
$581K
SC
234
Scotia Capital
Ontario, Canada
$563K +$12.1K +145 +2%
KeyBank National Association
235
KeyBank National Association
Ohio
$553K
SFI
236
SPC Financial Inc
Maryland
$552K
PCS
237
Personal CFO Solutions
New Jersey
$547K -$20K -240 -3%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$537K +$30.1K +360 +6%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$531K +$171K +2,045 +44%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$530K
CS
241
Cannell & Spears
New York
$526K -$75.2K -900 -12%
Northern Trust
242
Northern Trust
Illinois
$519K -$37.6K -450 -6%
OCM
243
One Capital Management
California
$519K +$545K +6,530 New
WWM
244
Western Wealth Management
Colorado
$518K +$543K +6,505 New
KA
245
Kovack Advisors
Florida
$515K -$13.4K -160 -2%
GCM
246
Goldstream Capital Management
Hong Kong
$507K +$533K +6,380 New
MIA
247
MMBG Investment Advisors
Florida
$505K +$530K +6,350 New
OWA
248
Outlook Wealth Advisors
Texas
$504K -$18.4K -220 -3%
SFM
249
Signet Financial Management
New Jersey
$503K -$162K -1,940 -23%
PIM
250
Parker Investment Management
California
$500K

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.