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iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
226
Nomura Asset Management
Japan
$783K +$677K +9,150 +1,830%
UAS
227
United Asset Strategies
New York
$779K +$711K +9,605 New
WA
228
WBH Advisory
Maryland
$776K
PSF
229
Pacific Sun Financial
California
$763K
TW
230
Transform Wealth
Colorado
$759K -$68.8K -930 -9%
AF
231
Apollon Financial
South Carolina
$758K +$691K +9,345 New
KeyBank National Association
232
KeyBank National Association
Ohio
$757K
GFPC
233
Global Financial Private Client
Florida
$753K +$41.8K +565 +6%
WWM
234
WJ Wealth Management
Arizona
$750K
CFD
235
Creative Financial Designs
Indiana
$750K -$43.3K -585 -6%
EWA
236
EP Wealth Advisors
California
$735K -$144K -1,945 -18%
DC
237
Davenport & Co
Virginia
$731K -$76.6K -1,035 -10%
YC
238
Yarbrough Capital
Tennessee
$726K
NCM
239
Novare Capital Management
North Carolina
$708K
CIA
240
Concurrent Investment Advisors
Florida
$707K +$644K +8,710 New
TSS
241
Two Sigma Securities
New York
$703K +$641K +8,660 New
SIC
242
Salem Investment Counselors
North Carolina
$702K
LP
243
LMR Partners
United Kingdom
$690K +$629K +8,500 New
TSWM
244
Triangle Securities Wealth Management
North Carolina
$682K -$5.55K -75 -0.9%
CIC
245
Carnegie Investment Counsel
Ohio
$670K -$179K -2,420 -23%
PA
246
Parallel Advisors
California
$668K +$370 +5 +0.1%
JWCA
247
J.W. Cole Advisors
Florida
$661K +$218K +2,950 +57%
DFG
248
Dupree Financial Group
Kentucky
$642K +$585K +7,910 New
CG
249
Caprock Group
Idaho
$634K -$20.3K -275 -3%
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$632K -$66.2K -895 -10%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.