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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$304K
CWM
277
Cedar Wealth Management
California
$303K
MA
278
Maxele Advisors
Missouri
$298K -$64.6K -940 -18%
GG
279
Gofen & Glossberg
Illinois
$295K +$294K +4,285 New
TWP
280
Tempus Wealth Planning
California
$291K -$60.1K -875 -17%
BWA
281
BlueSky Wealth Advisors
North Carolina
$289K
MCA
282
Millennium Capital Advisors
Arkansas
$286K
BCV
283
Banque Cantonale Vaudoise
Switzerland
$285K -$175K -2,550 -38%
MCA
284
Magnolia Capital Advisors
Mississippi
$284K
Bessemer Group
285
Bessemer Group
New Jersey
$284K +$23.3K +340 +9%
SFM
286
Signet Financial Management
New Jersey
$281K -$155K -2,255 -36%
PWM
287
Perigon Wealth Management
California
$278K -$1.72K -25 -0.6%
KPW
288
Kore Private Wealth
New York
$276K -$227K -3,310 -45%
BFS
289
Bradley Foster & Sargent
Connecticut
$276K -$17.2K -250 -6%
BFA
290
Beaumont Financial Advisors
Massachusetts
$270K +$51.5K +750 +24%
S
291
SignatureFD
Georgia
$266K
TCM
292
Triumph Capital Management
Colorado
$259K +$258K +3,760 New
SC
293
SouthState Corp
Florida
$255K +$179K +2,610 +241%
SPIA
294
Steward Partners Investment Advisory
New York
$252K -$773K -11,260 -75%
HFS
295
Howard Financial Services
Texas
$247K +$19.6K +285 +9%
CRIG
296
Charter Research & Investment Group
Connecticut
$241K
PFM
297
Parsec Financial Management
North Carolina
$241K
RWP
298
RWA Wealth Partners
Massachusetts
$241K
ACM
299
Armbruster Capital Management
New York
$241K +$240K +3,500 New
CSWM
300
Cassady Schiller Wealth Management
Ohio
$240K

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.