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iShares Expanded Tech-Software Sector ETF
IGV

374 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 67 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.09% more ownership

Funds ownership: 389.65% → 471.75% (+82%)

30% more capital invested

Capital invested by funds: $3.12B → $4.04B (+$924M)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

1% less funds holding

Funds holding: 377 → 374 (-3)

9% less call options, than puts

Call options by funds: $184M | Put options by funds: $203M

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 136

Holders
374
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
5.96%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
67
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$677M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$184M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$137M
4
Morgan Stanley
Morgan Stanley
New York
+$83.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$79.8M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
2
Citigroup
Citigroup
New York
-$58.7M
3
Goldman Sachs
Goldman Sachs
New York
-$56.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$37.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
251
SVB Wealth
Massachusetts
$273K -$10.7K -190 -4%
AAS
252
Ameritas Advisory Services
Nebraska
$271K -$24.7K -440 -9%
SFP
253
Sandbox Financial Partners
Maryland
$263K -$3.08K -55 -1%
FA
254
Financial Advisors
Massachusetts
$262K – – –
JAG
255
Journey Advisory Group
Kentucky
$259K -$42K -750 -15%
VFA
256
Valeo Financial Advisors
Indiana
$257K +$236K +4,210 New
TC
257
Telemus Capital
Michigan
$253K -$113K -2,010 -33%
MCA
258
Magnolia Capital Advisors
Mississippi
$251K – – –
SIC
259
Samalin Investment Counsel
New York
$250K -$28K -500 -11%
OAJ
260
Ogorek Anthony Joseph
New York
$249K -$18.8K -335 -8%
MMG
261
Monetary Management Group
Missouri
$245K +$170K +3,025 +303%
BFS
262
Bradley Foster & Sargent
Connecticut
$244K – – –
S
263
SignatureFD
Georgia
$235K +$18.5K +330 +9%
SFA
264
Sequoia Financial Advisors
Ohio
$235K -$25.8K -460 -11%
PCIA
265
Prime Capital Investment Advisors
Kansas
$235K -$31.1K -555 -13%
WWM
266
WJ Wealth Management
Arizona
$233K -$284K -5,075 -57%
BIM
267
Bullseye Investment Management
Ohio
$226K -$18.2K -325 -8%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$224K +$14.6K +260 +8%
RJT
269
Raymond James Trust
Florida
$223K +$205K +3,665 New
JWCA
270
J.W. Cole Advisors
Florida
$222K -$28K -500 -12%
Bank of New York Mellon
271
Bank of New York Mellon
New York
$221K -$51.3K -915 -20%
MCA
272
Millennium Capital Advisors
Arkansas
$220K +$203K +3,615 New
HT
273
Headlands Technologies
Illinois
$220K +$202K +3,605 New
FAIM
274
Financial Advocates Investment Management
Washington
$215K +$197K +3,520 New
CRIG
275
Charter Research & Investment Group
Connecticut
$213K +$196K +3,500 New
9 10
11
12 13

IGV Hedge Fund Activity: Q1 2023 in Review

374 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2023, worth a combined $4.04B — up 30% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IGV positions and 60 closed out — a net gain of 7 holders — while 83 added to existing stakes and 136 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $677M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $61.7M sold.

  • 374 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2023, down from 377 in Q4 2022.
  • Funds reported $4.04B of iShares Expanded Tech-Software Sector ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 67 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $677M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2023 was Two Sigma Investments, an estimated $61.7M sold.

Based on aggregated 13F filings for Q1 2023.