We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Shearwater Capital
Colorado
$214K +$216K +4,175 New
JWCA
277
J.W. Cole Advisors
Florida
$212K -$6.22K -120 -3%
MCA
278
Magnolia Capital Advisors
Mississippi
$211K
FFA
279
First Foundation Advisors
California
$209K +$211K +4,080 New
BIM
280
Bullseye Investment Management
Ohio
$206K -$29.3K -565 -12%
BFS
281
Bradley Foster & Sargent
Connecticut
$205K
BCV
282
Banque Cantonale Vaudoise
Switzerland
$189K -$46.9K -905 -20%
S
283
SignatureFD
Georgia
$180K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$175K -$5.18K -100 -3%
SWA
285
SOA Wealth Advisors
New York
$155K -$13.5K -260 -8%
FFL
286
Financial Freedom LLC
Ohio
$146K +$148K +2,855 New
PIMG
287
Patriot Investment Management Group
Tennessee
$140K +$128K +2,475 New
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$133K -$28.1M -542,690 -100%
HDIM
289
Hanson & Doremus Investment Management
Vermont
$130K
CT
290
Colonial Trust
South Carolina
$124K
AWM
291
Angeles Wealth Management
California
$114K +$116K +2,230 New
BFEC
292
Benjamin F. Edwards & Company
Missouri
$104K
LFG
293
Larson Financial Group
Missouri
$104K -$3.89K -75 -4%
First Manhattan
294
First Manhattan
New York
$95.9K
AWM
295
Avior Wealth Management
Nebraska
$95.4K
RP
296
Rice Partnership
Hawaii
$88K +$89.2K +1,720 New
PTC
297
Private Trust Company
Ohio
$79K -$14K -270 -15%
IA
298
IFP Advisors
Florida
$78K +$518 +10 +0.4%
TAM
299
Townsend Asset Management
North Carolina
$74.2K
RPCA
300
Running Point Capital Advisors
California
$73.9K

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.