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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
3F
226
360 Financial
Minnesota
$380K
KIA
227
KCM Investment Advisors
California
$369K
William Blair & Company
228
William Blair & Company
Illinois
$369K -$7.26K -140 -2%
MWP
229
Madison Wealth Partners
Wisconsin
$366K -$43K -830 -10%
SG Americas Securities
230
SG Americas Securities
New York
$365K +$370K +7,130 New
EDRH
231
Edmond de Rothschild Holding
Switzerland
$364K -$355K -6,855 -49%
CFD
232
Creative Financial Designs
Indiana
$357K -$15.3K -295 -4%
CWM
233
Calamos Wealth Management
Illinois
$348K
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$347K +$113K +2,180 +47%
FFS
235
Founders Financial Securities
Maryland
$343K -$203K -3,920 -37%
CS
236
Cannell & Spears
New York
$338K
PFA
237
Plotkin Financial Advisors
Maryland
$338K -$1.03M -19,910 -75%
CTA
238
Colonial Trust Advisors
South Carolina
$337K -$7.78K -150 -2%
PCM
239
Pennsylvania Capital Management
Pennsylvania
$332K +$327K +6,310 New
MMA
240
Miracle Mile Advisors
California
$331K -$211K -4,065 -39%
CIC
241
Carnegie Investment Counsel
Ohio
$329K +$46.1K +890 +16%
MIA
242
MMBG Investment Advisors
Florida
$325K -$150K -2,900 -31%
RCA
243
Ranch Capital Advisors
Florida
$320K +$3.11K +60 +1%
SVWAG
244
Sound View Wealth Advisors Group
Georgia
$319K +$204K +3,935 New
TC
245
Telemus Capital
Michigan
$312K +$319K +6,155 New
BAM
246
Belpointe Asset Management
Nevada
$311K -$392K -7,555 -55%
JRP
247
Jasper Ridge Partners
California
$307K
SFI
248
SPC Financial Inc
Maryland
$305K -$2.33K -45 -0.7%
PWM
249
Purus Wealth Management
California
$292K -$5.18K -100 -2%
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$291K

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.