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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
251
Tempus Wealth Planning
California
$274K -$30.8K -595 -10%
NLG
252
New Legacy Group
New York
$265K
Neuberger Berman Group
253
Neuberger Berman Group
New York
$264K +$267K +5,160 New
EP
254
Equius Partners
California
$263K +$267K +5,145 New
CIA
255
Capital Investment Advisors
Georgia
$259K +$262K +5,055 New
BFG
256
Bleakley Financial Group
New Jersey
$258K +$261K +5,045 New
JHU
257
Johns Hopkins University
Maryland
$256K -$25.9M -500,000 -99%
JAG
258
Journey Advisory Group
Kentucky
$256K
AAS
259
Ameritas Advisory Services
Nebraska
$254K +$43.8K +845 +21%
HTC
260
Haverford Trust Company
Pennsylvania
$249K
CAM
261
Carret Asset Management
New York
$244K -$37.1K -715 -13%
SW
262
SVB Wealth
Massachusetts
$239K
TFCP
263
Twin Focus Capital Partners
Massachusetts
$238K +$241K +4,650 New
SIC
264
Samalin Investment Counsel
New York
$235K +$238K +4,600 New
Bank of New York Mellon
265
Bank of New York Mellon
New York
$232K -$21.3K -410 -8%
FFP
266
FourThought Financial Partners
Florida
$227K +$230K +4,445 New
MCC
267
Money Concepts Capital
Florida
$226K +$202K +3,890 +734%
OAJ
268
Ogorek Anthony Joseph
New York
$226K -$518 -10 -0.2%
PCIA
269
Prime Capital Investment Advisors
Kansas
$225K +$228K +4,405 New
SFP
270
Sandbox Financial Partners
Maryland
$223K -$237K -4,580 -51%
SFA
271
Sequoia Financial Advisors
Ohio
$221K +$224K +4,315 New
FA
272
Financial Advisors
Massachusetts
$220K
GG
273
Gofen & Glossberg
Illinois
$219K
OWA
274
Outlook Wealth Advisors
Texas
$218K -$11.7K -225 -5%
Bessemer Group
275
Bessemer Group
New Jersey
$216K +$5.18K +100 +2%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.