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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
CCAM
276
Cascades Capital Asset Management
North Carolina
$897K +$148K +1,494 +20%
YC
277
Yarbrough Capital
Tennessee
$896K
UBP
278
Union Bancaire Privee
Switzerland
$895K +$888K +8,961 New
SIC
279
Salem Investment Counselors
North Carolina
$893K -$99 -1 -0%
TVAMP
280
Tennessee Valley Asset Management Partners
Tennessee
$889K +$991 +10 +0.1%
WA
281
WBH Advisory
Maryland
$883K
PSF
282
Pacific Sun Financial
California
$881K -$4.96K -50 -0.6%
KIM
283
Kane Investment Management
California
$879K +$870K +8,775 New
ATPW
284
Ashton Thomas Private Wealth
Arizona
$876K
MWM
285
Modera Wealth Management
New Jersey
$870K +$515K +5,197 +149%
WP
286
WMS Partners
Maryland
$857K -$19.8K -200 -2%
VCM
287
Virtue Capital Management
Tennessee
$845K -$42.1K -425 -5%
PAS
288
Park Avenue Securities
New York
$845K +$836K +8,440 New
TCA
289
Transcend Capital Advisors
New Jersey
$843K +$835K +8,424 New
LI
290
LMCG Investments
Massachusetts
$828K +$820K +8,274 New
3F
291
360 Financial
Minnesota
$800K +$68.8K +694 +10%
PCP
292
Proficio Capital Partners
Massachusetts
$798K +$790K +7,975 New
KW
293
KWB Wealth
California
$798K +$188K +1,893 +27%
MFG
294
Merit Financial Group
Georgia
$797K +$29.7K +300 +4%
PA
295
Parallel Advisors
California
$776K
CWA
296
Clarus Wealth Advisors
Arizona
$768K +$789K +7,967 New
KNW
297
Kesler Norman & Wride
Utah
$765K +$150K +1,511 +25%
JSW
298
Journey Strategic Wealth
New Jersey
$761K +$50.9K +514 +7%
AWCI
299
Alpine Woods Capital Investors
New York
$751K
HSA
300
HBK Sorce Advisory
Pennsylvania
$750K

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.