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iShares Expanded Tech-Software Sector ETF

389 hedge funds and large institutions have $2.63B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 96 increasing their positions, 155 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $611M | Put options by funds: $445M

2% less funds holding

Funds holding: 397389 (-8)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

11% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 71

26% less capital invested

Capital invested by funds: $3.56B → $2.63B (-$925M)

38% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 155

78.87% less ownership

Funds ownership: 417.49%338.62% (-79%)

Holders
389
Holders Change
-8
Holders Change %
-2.02%
% of All Funds
6.55%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
63
Increased
96
Reduced
155
Closed
71
Calls
$611M
Puts
$445M
Net Calls
+$166M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harper Investing
California
$466K +$96.1K +1,635 +23%
HI
227
Harbour Investments
Wisconsin
$460K +$501K +8,530 New
CG
228
Caprock Group
Idaho
$452K +$8.52K +145 +2%
SIC
229
Sterling Investment Counsel
New York
$451K +$492K +8,370 New
MWP
230
Madison Wealth Partners
Wisconsin
$449K -$115K -1,965 -19%
CA
231
Clearstead Advisors
Ohio
$442K +$411K +7,000 +586%
CWA
232
Clarus Wealth Advisors
Arizona
$437K +$457K +7,775 New
AFM
233
Abbot Financial Management
Massachusetts
$431K +$15K +255 +3%
AF
234
Apexium Financial
Texas
$422K -$1.45M -24,710 -76%
GT
235
Greenleaf Trust
Michigan
$417K +$454K +7,725 New
Verition Fund Management
236
Verition Fund Management
Connecticut
$415K +$452K +7,695 New
WS
237
Wedbush Securities
California
$410K +$156K +2,660 +54%
ICM
238
Ionic Capital Management
New York
$404K
AP
239
Advisor Partners
California
$401K +$437K +7,435 New
CFD
240
Creative Financial Designs
Indiana
$399K +$8.52K +145 +2%
SAM
241
Silphium Asset Management
United Kingdom
$391K -$103K -1,750 -19%
PAA
242
Peregrine Asset Advisers
Oregon
$386K +$2.94K +50 +0.7%
GTAM
243
Global Trust Asset Management
Florida
$377K +$360K +6,125 +700%
KeyBank National Association
244
KeyBank National Association
Ohio
$375K
CTA
245
Colonial Trust Advisors
South Carolina
$367K -$73.5K -1,250 -16%
CWM
246
Calamos Wealth Management
Illinois
$367K
TSWM
247
Triangle Securities Wealth Management
North Carolina
$360K +$5.88K +100 +2%
CS
248
Cannell & Spears
New York
$356K
PVH
249
Psagot Value Holdings
Israel
$356K +$361K +6,150 +1,367%
KIA
250
KCM Investment Advisors
California
$350K

IGV Hedge Fund Activity: Q2 2022 in Review

389 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2022, worth a combined $2.63B — down 26% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IGV and 63 opened new positions — a net loss of 8 holders — while 155 trimmed existing stakes and 96 added.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $219M. The largest seller was CFS Investment Advisory Services, cutting an estimated $471M.

  • 389 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2022, down from 397 in Q1 2022.
  • Funds reported $2.63B of iShares Expanded Tech-Software Sector ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 63 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2022 and 71 closed out, a net change of -8 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2022 was Migdal Insurance & Financial Holdings, an estimated $219M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $471M sold.

Based on aggregated 13F filings for Q2 2022.