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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
301
Advocacy Wealth Management Services
Georgia
$202K -$6.99M -96,425 -97%
MSA
302
Marino Stram & Associates
Massachusetts
$201K +$187K +2,575 New
YWP
303
YorkBridge Wealth Partners
New York
$201K +$187K +2,575 New
AF
304
Advisornet Financial
Minnesota
$188K +$51.1K +705 +41%
SFP
305
Sterling Financial Planning
New Jersey
$186K
BFEC
306
Benjamin F. Edwards & Company
Missouri
$158K -$326K -4,500 -69%
AWM
307
Avior Wealth Management
Nebraska
$156K -$172K -2,375 -54%
CP
308
Corbenic Partners
Pennsylvania
$153K +$7.25K +100 +5%
OFG
309
Oxford Financial Group
Indiana
$146K
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$135K +$36.2K +500 +41%
IF
311
Ironwood Financial
Arizona
$131K -$2.9K -40 -2%
RPCA
312
Running Point Capital Advisors
California
$113K
AA
313
Addison Advisors
Vermont
$107K +$99.7K +1,375 New
BEI
314
Benjamin Edwards Inc
Missouri
$100K +$5.08K +70 +6%
GEA
315
Glen Eagle Advisors
New Jersey
$97.1K +$74.7K +1,030 +479%
CA
316
Clearstead Advisors
Ohio
$93K
FFA
317
Founders Financial Alliance
North Carolina
$91K
EWM
318
Endurance Wealth Management
Rhode Island
$88K
SBL
319
Sargent Bickham Lagudis
Colorado
$86K
SMA
320
Sage Mountain Advisors
Georgia
$82K
FCMT
321
Founders Capital Management (Texas)
Texas
$78K
KPCM
322
Kings Point Capital Management
New York
$78K
AWA
323
Arkadios Wealth Advisors
Georgia
$60K
TFS
324
TrustCore Financial Services
Tennessee
$59K -$18.1K -250 -25%
DAM
325
Delta Asset Management
Tennessee
$59K

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.