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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 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 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
276
Lyell Wealth Management
California
$212K +$212K +3,475 New
Northern Trust
277
Northern Trust
Illinois
$202K +$202K +3,315 New
RCM
278
RB Capital Management
Nevada
$201K +$201K +3,300 New
SWA
279
SOA Wealth Advisors
New York
$201K +$15.8K +260 +9%
GTAM
280
Global Trust Asset Management
Florida
$168K +$168K +2,750 New
HDIM
281
Hanson & Doremus Investment Management
Vermont
$155K – – –
CT
282
Colonial Trust
South Carolina
$148K – – –
FFL
283
Financial Freedom LLC
Ohio
$137K -$37.2K -610 -21%
LFG
284
Larson Financial Group
Missouri
$123K -$305 -5 -0.2%
First Manhattan
285
First Manhattan
New York
$114K – – –
AWM
286
Avior Wealth Management
Nebraska
$114K – – –
GWM
287
Geneos Wealth Management
Colorado
$110K +$49.4K +810 +81%
RP
288
Rice Partnership
Hawaii
$105K – – –
BFEC
289
Benjamin F. Edwards & Company
Missouri
$101K -$23.1K -380 -19%
PTC
290
Private Trust Company
Ohio
$94.2K – – –
GRP
291
Global Retirement Partners
California
$93K +$39.9K +690 +75%
TAM
292
Townsend Asset Management
North Carolina
$88.4K – – –
RPCA
293
Running Point Capital Advisors
California
$88.1K – – –
IA
294
IFP Advisors
Florida
$70.8K -$4.29K -160 -6%
FFA
295
Founders Financial Alliance
North Carolina
$70.5K – – –
Franklin Resources
296
Franklin Resources
California
$70.1K – – –
EWM
297
Endurance Wealth Management
Rhode Island
$69K – – –
CHA
298
Carmichael Hill & Associates
Maryland
$61.2K – – –
UIA
299
Ulland Investment Advisors
Minnesota
$61K – – –
AA
300
Addison Advisors
Vermont
$60.9K – – –
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