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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
251
Sandbox Financial Partners
Maryland
$263K -$3.35K -55 -1%
FA
252
Financial Advisors
Massachusetts
$262K – – –
JAG
253
Journey Advisory Group
Kentucky
$259K -$45.7K -750 -15%
VFA
254
Valeo Financial Advisors
Indiana
$257K +$257K +4,210 New
TC
255
Telemus Capital
Michigan
$253K -$122K -2,010 -33%
MCA
256
Magnolia Capital Advisors
Mississippi
$251K – – –
SIC
257
Samalin Investment Counsel
New York
$250K -$30.5K -500 -11%
OAJ
258
Ogorek Anthony Joseph
New York
$249K -$20.4K -335 -8%
MMG
259
Monetary Management Group
Missouri
$245K +$184K +3,025 +303%
BFS
260
Bradley Foster & Sargent
Connecticut
$244K – – –
S
261
SignatureFD
Georgia
$235K +$20.1K +330 +9%
SFA
262
Sequoia Financial Advisors
Ohio
$235K -$28K -460 -11%
PCIA
263
Prime Capital Investment Advisors
Kansas
$235K -$33.8K -555 -13%
WWM
264
WJ Wealth Management
Arizona
$233K -$309K -5,075 -57%
BIM
265
Bullseye Investment Management
Ohio
$226K -$19.8K -325 -8%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$224K +$15.8K +260 +8%
RJT
267
Raymond James Trust
Florida
$223K +$223K +3,665 New
JWCA
268
J.W. Cole Advisors
Florida
$222K -$30.5K -500 -12%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$221K -$55.8K -915 -20%
HT
270
Headlands Technologies
Illinois
$220K +$220K +3,605 New
FAIM
271
Financial Advocates Investment Management
Washington
$215K +$215K +3,520 New
RWP
272
RWA Wealth Partners
Massachusetts
$213K +$213K +3,500 New
CRIG
273
Charter Research & Investment Group
Connecticut
$213K +$213K +3,500 New
PFM
274
Parsec Financial Management
North Carolina
$213K +$213K +3,490 New
MCCP
275
Mission Creek Capital Partners
California
$212K +$212K +3,480 New
9 10
11
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