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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
GCA
276
Greenwood Capital Associates
South Carolina
$515K -$25.3K -295 -5%
CTA
277
Colonial Trust Advisors
South Carolina
$514K -$96.4K -1,125 -16%
US Bancorp
278
US Bancorp
Minnesota
$503K -$92.8K -1,083 -16%
TCMP
279
Thrive Capital Management (Pennsylvania)
Pennsylvania
$501K -$16.5K -192 -3%
JWCA
280
J.W. Cole Advisors
Florida
$492K +$193K +2,257 +69%
UCFA
281
United Capital Financial Advisors
Texas
$476K -$171 -2 -0%
BIA
282
Biondo Investment Advisors
Pennsylvania
$472K +$2.14K +25 +0.5%
EGA
283
E&G Advisors
Texas
$465K
MMG
284
Monetary Management Group
Missouri
$462K +$12.9K +150 +3%
AFS
285
Annapolis Financial Services
Maryland
$458K
BSHC
286
Breed's Hill Capital
Massachusetts
$447K
IFWM
287
Institute for Wealth Management
Colorado
$437K +$12K +140 +3%
WS
288
Wedbush Securities
California
$436K -$797K -9,292 -66%
HTC
289
Haverford Trust Company
Pennsylvania
$436K
PAM
290
PVG Asset Management
Colorado
$434K +$416K +4,851 New
AP
291
Advisors Preferred
Maryland
$429K +$420K +4,900 New
PI
292
PineBridge Investments
New York
$418K -$78.7K -918 -16%
SFP
293
Sandbox Financial Partners
Maryland
$418K -$3.09K -36 -0.8%
BRWA
294
B. Riley Wealth Advisors
Florida
$414K -$288K -3,359 -42%
BCP
295
Blue Chip Partners
Michigan
$411K
WA
296
Westfuller Advisors
New York
$406K +$390K +4,548 New
BFWM
297
Bright Futures Wealth Management
New York
$397K +$41.6K +485 +13%
Simplex Trading
298
Simplex Trading
Illinois
$393K -$819K -9,555 -68%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$389K
SP
300
Sequent Planning
Nebraska
$386K +$7.97K +93 +2%

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.