We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
251
Two Sigma Securities
New York
$498K -$468K -5,610 -47%
3F
252
360 Financial
Minnesota
$495K -$6.26K -75 -1%
First Manhattan
253
First Manhattan
New York
$486K
WS
254
Wedbush Securities
California
$482K +$131K +1,570 +35%
TSWM
255
Triangle Securities Wealth Management
North Carolina
$480K -$39.7K -475 -7%
KWA
256
Kellett Wealth Advisors
Ohio
$477K +$501K +5,995 New
NLG
257
New Legacy Group
New York
$471K +$495K +5,930 New
FEM
258
Fulcrum Equity Management
Texas
$466K +$489K +5,855 New
CCA
259
Cadent Capital Advisors
Oklahoma
$451K
IC
260
IEQ Capital
California
$446K +$217K +2,600 +86%
HTC
261
Haverford Trust Company
Pennsylvania
$427K
JG
262
Jefferies Group
New York
$422K -$210K -2,515 -32%
CCB
263
Cutter & Co Brokerage
Missouri
$420K -$13.8K -165 -3%
MA
264
Maxele Advisors
Missouri
$418K +$439K +5,255 New
IWM
265
IHT Wealth Management
Illinois
$412K +$2.09K +25 +0.5%
SFA
266
Sequoia Financial Advisors
Ohio
$412K +$433K +5,185 New
JAG
267
Journey Advisory Group
Kentucky
$408K
LWAC
268
Laurel Wealth Advisors (California)
California
$408K
RJT
269
Raymond James Trust
Florida
$406K -$15K -180 -3%
PMG
270
ProVise Management Group
Florida
$406K +$426K +5,105 New
TWP
271
Tempus Wealth Planning
California
$405K -$28.4K -340 -6%
FFN
272
Focus Financial Network
Minnesota
$401K +$32.6K +390 +8%
AIP
273
Almanack Investment Partners
Pennsylvania
$401K -$58K -695 -12%
Bank of New York Mellon
274
Bank of New York Mellon
New York
$395K -$11.7K -140 -3%
LNC
275
Lincoln National Corp
Pennsylvania
$394K +$80.2K +960 +24%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.