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iShares Expanded Tech-Software Sector ETF

376 hedge funds and large institutions have $3.47B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.6% more ownership

Funds ownership: 338.62%441.21% (+103%)

96% more call options, than puts

Call options by funds: $476M | Put options by funds: $243M

32% more capital invested

Capital invested by funds: $2.63B → $3.47B (+$833M)

3% less funds holding

Funds holding: 389376 (-13)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

32% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 132

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
6.48%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
49
Increased
90
Reduced
132
Closed
56
Calls
$476M
Puts
$243M
Net Calls
+$234M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
Sterling Investment Counsel
New York
$434K +$17.3K +305 +4%
5L
227
55I LLC
Massachusetts
$432K +$491K +8,640 New
SFS
228
Security Financial Services
Indiana
$432K +$491K +8,640 New
Renaissance Technologies
229
Renaissance Technologies
New York
$425K +$483K +8,500 New
NL
230
NVWM LLC
Pennsylvania
$419K -$73.9K -1,300 -13%
CA
231
Clearstead Advisors
Ohio
$410K
CG
232
Caprock Group
Idaho
$404K -$17.1K -300 -4%
MWP
233
Madison Wealth Partners
Wisconsin
$399K -$19.9K -350 -4%
ACP
234
Ashfield Capital Partners
California
$389K +$442K +7,775 New
Vontobel Holding
235
Vontobel Holding
Switzerland
$388K -$59.7K -1,050 -12%
GT
236
Greenleaf Trust
Michigan
$386K
Verition Fund Management
237
Verition Fund Management
Connecticut
$385K
3F
238
360 Financial
Minnesota
$380K +$432K +7,595 New
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$379K -$15.4M -271,600 -97%
ICM
240
Ionic Capital Management
New York
$375K
WS
241
Wedbush Securities
California
$370K -$11.7K -205 -3%
William Blair & Company
242
William Blair & Company
Illinois
$367K -$264K -4,645 -39%
CFD
243
Creative Financial Designs
Indiana
$364K -$7.67K -135 -2%
KIA
244
KCM Investment Advisors
California
$361K +$41.8K +735 +11%
TSWM
245
Triangle Securities Wealth Management
North Carolina
$357K +$26.7K +470 +7%
KeyBank National Association
246
KeyBank National Association
Ohio
$348K
CWM
247
Calamos Wealth Management
Illinois
$340K
CTA
248
Colonial Trust Advisors
South Carolina
$337K -$4.26K -75 -1%
CS
249
Cannell & Spears
New York
$331K
RIG
250
RiverFront Investment Group
Virginia
$320K

IGV Hedge Fund Activity: Q3 2022 in Review

376 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2022, worth a combined $3.47B — up 32% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IGV and 49 opened new positions — a net loss of 7 holders — while 132 trimmed existing stakes and 90 added.

The largest buyer was Fisher Asset Management, adding an estimated $1.39B. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $241M.

  • 376 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2022, down from 389 in Q2 2022.
  • Funds reported $3.47B of iShares Expanded Tech-Software Sector ETF stock for Q3 2022, up 32% quarter-over-quarter.
  • 49 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2022 and 56 closed out, a net change of -7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $1.39B added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2022.