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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

412 hedge funds and large institutions have $4.49B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
6.57%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
57
Increased
115
Reduced
125
Closed
46
Calls
$140M
Puts
$154M
Net Calls
-$13.7M
Net Calls Change
-$9.51M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$112M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$54.2M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$49M
4
Citigroup
Citigroup
New York
+$48.6M
5
Bank of America
Bank of America
North Carolina
+$34.8M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$99.7M
2
CS
Credit Suisse
Switzerland
-$85.1M
3
Morgan Stanley
Morgan Stanley
New York
-$50.1M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$34.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
226
Stephens Inc
Arkansas
$474K -$37.5K -550 -7%
CWM
227
Calamos Wealth Management
Illinois
$464K – – –
GIM
228
Goelzer Investment Management
Indiana
$461K – – –
CTA
229
Colonial Trust Advisors
South Carolina
$461K +$11.6K +170 +3%
TRCT
230
Tower Research Capital (TRC)
New York
$459K +$456K +6,675 +13,350%
PFA
231
Plotkin Financial Advisors
Maryland
$447K – – –
CAM
232
Cresset Asset Management
Illinois
$442K +$89.7K +1,315 +25%
MIA
233
MMBG Investment Advisors
Florida
$433K – – –
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$433K +$433K +6,350 New
MWP
235
Madison Wealth Partners
Wisconsin
$430K -$55.3K -810 -11%
TWP
236
Tempus Wealth Planning
California
$429K +$1.02K +15 +0.2%
VFA
237
Valeo Financial Advisors
Indiana
$427K +$140K +2,050 +49%
SFI
238
SPC Financial Inc
Maryland
$413K – – –
JRP
239
Jasper Ridge Partners
California
$410K – – –
IAG
240
Investmark Advisory Group
Connecticut
$397K – – –
PCM
241
Pennsylvania Capital Management
Pennsylvania
$391K – – –
CCG
242
Chatham Capital Group
Georgia
$389K – – –
PI
243
PineBridge Investments
New York
$382K +$21.5K +315 +6%
TA
244
TruWealth Advisors
Louisiana
$381K +$381K +5,585 New
RL
245
Retireful LLC
Michigan
$380K +$380K +5,565 New
AFG
246
Atomi Financial Group
New York
$377K +$377K +5,525 New
MMA
247
Miracle Mile Advisors
California
$369K +$341 +5 +0.1%
RJT
248
Raymond James Trust
Florida
$362K +$79.2K +1,160 +28%
BCP
249
Blue Chip Partners
Michigan
$355K – – –
JWCA
250
J.W. Cole Advisors
Florida
$355K +$137K +2,000 +63%
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10
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