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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
$379K -$95.8K -1,395 -20%
CIC
252
Carnegie Investment Counsel
Ohio
$373K +$371K +5,400 New
KA
253
Kovack Advisors
Florida
$368K -$78.3K -1,140 -18%
JGC
254
J. Goldman & Co
New York
$366K +$364K +5,305 New
NLG
255
New Legacy Group
New York
$357K -$51.8K -755 -13%
JAG
256
Journey Advisory Group
Kentucky
$354K
LWAC
257
Laurel Wealth Advisors (California)
California
$354K
RJT
258
Raymond James Trust
Florida
$351K -$687 -10 -0.2%
FAIM
259
Financial Advocates Investment Management
Washington
$348K +$16.5K +240 +5%
Bank of New York Mellon
260
Bank of New York Mellon
New York
$347K +$4.46K +65 +1%
AIP
261
Almanack Investment Partners
Pennsylvania
$346K -$1.72K -25 -0.5%
OCM
262
Objective Capital Management
Ohio
$341K -$201K -2,925 -37%
WS
263
Wedbush Securities
California
$340K -$77.3K -1,125 -19%
HFS
264
Heritage Financial Services
Massachusetts
$339K
MCC
265
Money Concepts Capital
Florida
$338K +$310K +4,520 +1,174%
OWA
266
Outlook Wealth Advisors
Texas
$337K -$99.6K -1,450 -23%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$337K +$335K +4,880 New
HTC
268
Haverford Trust Company
Pennsylvania
$336K -$34.3K -500 -9%
EVM
269
Eaton Vance Management
Massachusetts
$327K
ACM
270
AlphaStar Capital Management
North Carolina
$319K +$70.7K +1,030 +29%
AFG
271
Arkansas Financial Group
Arkansas
$318K +$3.09K +45 +1%
JWCA
272
J.W. Cole Advisors
Florida
$307K -$17.9K -260 -6%
AAS
273
Ameritas Advisory Services
Nebraska
$307K +$4.46K +65 +1%
WWM
274
WJ Wealth Management
Arizona
$306K
APS
275
American Planning Services
Florida
$304K -$3.24M -47,215 -91%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.