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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
226
Foundations Investment Advisors
Arizona
$1.25M +$660K +6,664 +115%
CA
227
Clearstead Advisors
Ohio
$1.24M -$37.2K -375 -3%
PCM
228
Parsons Capital Management
Rhode Island
$1.23M
PCIA
229
Prime Capital Investment Advisors
Kansas
$1.23M -$27.7K -280 -2%
CAIMH
230
Central Asset Investments & Management Holdings
Hong Kong
$1.21M +$1.2M +12,100 New
Baird Financial Group
231
Baird Financial Group
Wisconsin
$1.21M -$667K -6,730 -36%
MCM
232
MAI Capital Management
Ohio
$1.2M +$73.9K +746 +7%
CIA
233
Concurrent Investment Advisors
Florida
$1.19M +$905K +9,136 +327%
LP
234
LMR Partners
United Kingdom
$1.19M -$843K -8,503 -42%
NL
235
NVWM LLC
Pennsylvania
$1.17M -$124K -1,250 -10%
UIA
236
Ulland Investment Advisors
Minnesota
$1.17M +$44.1K +445 +4%
CIC
237
Carnegie Investment Counsel
Ohio
$1.15M +$45.1K +455 +4%
NL
238
NWAM LLC
Washington
$1.15M +$5.35K +54 +0.5%
PI
239
PineBridge Investments
New York
$1.13M +$655K +6,610 +141%
EAM
240
Evanson Asset Management
California
$1.12M
MWM
241
Modern Wealth Management
Kansas
$1.1M +$41.8K +422 +4%
FHA
242
Flagship Harbor Advisors
Massachusetts
$1.09M +$476K +4,808 +79%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$1.08M +$1.07M +10,771 New
KIA
244
KCM Investment Advisors
California
$1.07M +$24.3K +245 +2%
GCA
245
Genesee Capital Advisors
New York
$1.06M +$48.2K +486 +5%
GFPC
246
Global Financial Private Client
Florida
$1.06M +$312K +3,146 +42%
FFA
247
Farther Finance Advisors
California
$1.05M -$81.8K -825 -7%
MMA
248
Miracle Mile Advisors
California
$1.04M +$45.8K +462 +5%
SMH
249
Sanders Morris Harris
Texas
$1.03M
HSBC Holdings
250
HSBC Holdings
United Kingdom
$1M

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.