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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$612K -$2.14K -25 -0.4%
KW
252
KWB Wealth
California
$611K -$212K -2,469 -26%
TSWM
253
Triangle Securities Wealth Management
North Carolina
$608K -$57K -665 -9%
CWM
254
Calamos Wealth Management
Illinois
$608K
TI
255
Trexquant Investment
Connecticut
$606K +$582K +6,786 New
RJT
256
Raymond James Trust
Florida
$605K -$257 -3 -0%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$596K -$416K -4,854 -42%
PS
258
Principal Securities
Iowa
$594K -$170K -1,986 -23%
HH
259
Hilltop Holdings
Texas
$589K -$4.71K -55 -0.8%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$587K +$18.9K +220 +3%
NPFS
261
Novak & Powell Financial Services
Florida
$582K -$9.43K -110 -2%
PI
262
PFG Investments
New York
$578K -$66K -770 -11%
MWP
263
Madison Wealth Partners
Wisconsin
$575K -$943 -11 -0.2%
PFA
264
Plotkin Financial Advisors
Maryland
$574K
ICM
265
Ionic Capital Management
New York
$565K
GIM
266
Goelzer Investment Management
Indiana
$563K -$38.6K -450 -7%
KNW
267
Kesler Norman & Wride
Utah
$548K +$85.8K +1,001 +20%
PCA
268
Pallas Capital Advisors
Massachusetts
$542K -$20.6K -240 -4%
FHA
269
Flagship Harbor Advisors
Massachusetts
$542K +$520K +6,062 New
SI
270
Stephens Inc
Arkansas
$534K -$123K -1,433 -19%
CCG
271
Chatham Capital Group
Georgia
$521K
AFG
272
Atomi Financial Group
New York
$520K -$12.8K -149 -2%
FIA
273
Foundations Investment Advisors
Arizona
$518K +$18.9K +221 +4%
IAG
274
Investmark Advisory Group
Connecticut
$518K -$2.06K -24 -0.4%
HWM
275
HB Wealth Management
Georgia
$517K

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.