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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
276
Heritage Financial Services
Massachusetts
$390K +$410K +4,915 New
FAIM
277
Financial Advocates Investment Management
Washington
$383K -$15.4K -185 -4%
EVM
278
Eaton Vance Management
Massachusetts
$377K +$30.9K +370 +8%
JWCA
279
J.W. Cole Advisors
Florida
$375K +$394K +4,715 New
AFG
280
Arkansas Financial Group
Arkansas
$363K -$34.7K -415 -8%
WWM
281
WJ Wealth Management
Arizona
$355K
PFS
282
Prospera Financial Services
Texas
$350K -$16.7K -200 -4%
CWM
283
Cedar Wealth Management
California
$349K
AAS
284
Ameritas Advisory Services
Nebraska
$348K +$366K +4,380 New
Franklin Resources
285
Franklin Resources
California
$340K
BFS
286
Bradley Foster & Sargent
Connecticut
$338K +$20.9K +250 +6%
B
287
Bailard
California
$335K +$352K +4,210 New
BWA
288
BlueSky Wealth Advisors
North Carolina
$333K
MCA
289
Millennium Capital Advisors
Arkansas
$329K +$346K +4,140 New
MCA
290
Magnolia Capital Advisors
Mississippi
$327K +$344K +4,115 New
PWM
291
Perigon Wealth Management
California
$323K +$15.4K +185 +5%
BBVA
292
Banco Bilbao Vizcaya Argentaria
Spain
$319K +$38.4K +460 +13%
EWP
293
Engrave Wealth Partners
Texas
$307K
S
294
SignatureFD
Georgia
$307K
RIA
295
Regal Investment Advisors
Michigan
$303K -$61.4K -735 -16%
Bessemer Group
296
Bessemer Group
New Jersey
$301K +$2.92K +35 +0.9%
IFS
297
Ifrah Financial Services
Arkansas
$289K -$835 -10 -0.3%
QC
298
QCM Cayman
Texas
$288K +$303K +3,625 New
ACM
299
AlphaStar Capital Management
North Carolina
$286K -$166K -1,985 -36%
RWP
300
RWA Wealth Partners
Massachusetts
$278K -$6.39M -76,485 -96%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.