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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

411 hedge funds and large institutions have $4.37B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 110 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+26
Holders Change %
+6.75%
% of All Funds
6.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
84
Increased
110
Reduced
135
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$182M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$80.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46.9M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$36.2M
5
MCM
MKP Capital Management
New York
+$24.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$820M
2
Morgan Stanley
Morgan Stanley
New York
-$247M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$216M
4
LIA
LBMC Investment Advisors
Tennessee
-$179M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
251
First Manhattan
New York
$486K – – –
WS
252
Wedbush Securities
California
$482K +$125K +1,570 +35%
TSWM
253
Triangle Securities Wealth Management
North Carolina
$480K -$37.8K -475 -7%
KWA
254
Kellett Wealth Advisors
Ohio
$477K +$477K +5,995 New
NLG
255
New Legacy Group
New York
$471K +$471K +5,930 New
FEM
256
Fulcrum Equity Management
Texas
$466K +$466K +5,855 New
CCA
257
Cadent Capital Advisors
Oklahoma
$451K – – –
IC
258
IEQ Capital
California
$446K +$207K +2,600 +86%
HTC
259
Haverford Trust Company
Pennsylvania
$427K – – –
JG
260
Jefferies Group
New York
$422K -$200K -2,515 -32%
CCB
261
Cutter & Co Brokerage
Missouri
$420K -$13.1K -165 -3%
IWM
262
IHT Wealth Management
Illinois
$412K +$1.99K +25 +0.5%
SFA
263
Sequoia Financial Advisors
Ohio
$412K +$412K +5,185 New
LWAC
264
Laurel Wealth Advisors (California)
California
$408K – – –
JAG
265
Journey Advisory Group
Kentucky
$408K – – –
RJT
266
Raymond James Trust
Florida
$406K -$14.3K -180 -3%
PMG
267
ProVise Management Group
Florida
$406K +$406K +5,105 New
TWP
268
Tempus Wealth Planning
California
$405K -$27K -340 -6%
FFN
269
Focus Financial Network
Minnesota
$401K +$31K +390 +8%
AIP
270
Almanack Investment Partners
Pennsylvania
$401K -$55.3K -695 -12%
Bank of New York Mellon
271
Bank of New York Mellon
New York
$395K -$11.1K -140 -3%
LNC
272
Lincoln National Corp
Pennsylvania
$394K +$76.3K +960 +24%
HFS
273
Heritage Financial Services
Massachusetts
$390K +$390K +4,915 New
FAIM
274
Financial Advocates Investment Management
Washington
$383K -$14.7K -185 -4%
EVM
275
Eaton Vance Management
Massachusetts
$377K +$29.5K +370 +8%
9 10
11
12 13