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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Bullseye Investment Management
Ohio
$494K -$155K -2,250 -24%
CWA
227
Canvas Wealth Advisors
Kansas
$493K +$558K +8,130 New
PAA
228
Peregrine Asset Advisers
Oregon
$490K +$488K +7,105 New
HI
229
Harper Investing
California
$484K +$482K +7,015 New
LSA
230
L & S Advisors
California
$483K -$199K -2,900 -29%
SSA
231
Schonfeld Strategic Advisors
New York
$483K +$481K +7,000 New
KeyBank National Association
232
KeyBank National Association
Ohio
$480K
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$474K -$226K -3,285 -32%
CNBTD
234
Citizens National Bank Trust Department
Mississippi
$472K +$7.21K +105 +1%
CWM
235
Calamos Wealth Management
Illinois
$469K -$34.3K -500 -7%
CS
236
Cannell & Spears
New York
$456K
TSWM
237
Triangle Securities Wealth Management
North Carolina
$454K +$37.1K +540 +9%
OCM
238
One Capital Management
California
$450K +$343 +5 +0.1%
SFI
239
SPC Financial Inc
Maryland
$448K -$30.9K -450 -6%
KIA
240
KCM Investment Advisors
California
$447K +$206K +3,000 +86%
3F
241
360 Financial
Minnesota
$440K
RCA
242
Ranch Capital Advisors
Florida
$437K -$148K -2,150 -25%
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$431K +$429K +6,250 New
KCM
244
Karp Capital Management
California
$423K -$11.3M -163,965 -96%
First Manhattan
245
First Manhattan
New York
$422K
VAS
246
Vestmark Advisory Solutions
Massachusetts
$413K -$52.5K -765 -11%
QT
247
Quantbot Technologies
New York
$402K -$571K -8,310 -59%
PWM
248
Purus Wealth Management
California
$401K +$399K +5,815 New
CAN
249
Claraphi Advisory Network
United States
$391K -$144K -2,100 -27%
Northern Trust
250
Northern Trust
Illinois
$391K -$59.1K -860 -13%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.