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iShares Expanded Tech-Software Sector ETF
IGV

374 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.09% more ownership

Funds ownership: 389.65% → 471.75% (+82%)

30% more capital invested

Capital invested by funds: $3.12B → $4.04B (+$924M)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

1% less funds holding

Funds holding: 377 → 374 (-3)

9% less call options, than puts

Call options by funds: $184M | Put options by funds: $203M

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 136

Holders
374
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
5.96%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
67
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$677M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$184M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$137M
4
Morgan Stanley
Morgan Stanley
New York
+$83.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$79.8M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
2
Citigroup
Citigroup
New York
-$58.7M
3
Goldman Sachs
Goldman Sachs
New York
-$56.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$37.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
226
Miracle Mile Advisors
California
$372K -$20.5K -365 -6%
SFI
227
SPC Financial Inc
Maryland
$369K +$4.48K +80 +1%
JRP
228
Jasper Ridge Partners
California
$366K – – –
WAOTB
229
Wealth Advisors of Tampa Bay
Florida
$361K +$332K +5,930 New
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$349K +$179K +3,190 +126%
PWM
231
Purus Wealth Management
California
$348K – – –
CCG
232
Chatham Capital Group
Georgia
$347K -$455K -8,125 -59%
FFS
233
Founders Financial Securities
Maryland
$343K -$60K -1,070 -16%
BCP
234
Blue Chip Partners
Michigan
$334K +$307K +5,475 New
BAM
235
Belpointe Asset Management
Nevada
$320K -$46.5K -830 -14%
CCM
236
Canal Capital Management
Virginia
$320K -$2.5M -44,575 -89%
Vontobel Holding
237
Vontobel Holding
Switzerland
$320K -$140K -2,500 -32%
NLG
238
New Legacy Group
New York
$315K – – –
CAM
239
Carret Asset Management
New York
$310K +$18.2K +325 +7%
JHU
240
Johns Hopkins University
Maryland
$305K – – –
MTWSIF
241
Mivtachim The Workers Social Insurance Fund
Israel
$305K +$280K +5,000 New
PAMP
242
Polar Asset Management Partners
Ontario, Canada
$305K -$37.5M -668,500 -99%
AMC
243
Asset Management Corp
Illinois
$305K -$266K -4,750 -49%
HTC
244
Haverford Trust Company
Pennsylvania
$297K – – –
IC
245
IEQ Capital
California
$296K +$272K +4,860 New
Bessemer Group
246
Bessemer Group
New Jersey
$293K +$33.1K +590 +14%
PI
247
PFG Investments
New York
$287K +$264K +4,715 New
TFCP
248
Twin Focus Capital Partners
Massachusetts
$283K – – –
FIA
249
Foundations Investment Advisors
Arizona
$278K +$256K +4,570 New
YDMI
250
Y.D. More Investments
Israel
$277K +$182K +3,250 +251%
8 9
10
11 12

IGV Hedge Fund Activity: Q1 2023 in Review

374 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2023, worth a combined $4.04B — up 30% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IGV positions and 60 closed out — a net gain of 7 holders — while 83 added to existing stakes and 136 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $677M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $61.7M sold.

  • 374 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2023, down from 377 in Q4 2022.
  • Funds reported $4.04B of iShares Expanded Tech-Software Sector ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 67 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $677M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2023 was Two Sigma Investments, an estimated $61.7M sold.

Based on aggregated 13F filings for Q1 2023.