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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
301
Charter Research & Investment Group
Connecticut
$278K
PFM
302
Parsec Financial Management
North Carolina
$278K
KIA
303
KCM Investment Advisors
California
$277K
MCCP
304
Mission Creek Capital Partners
California
$277K +$418 +5 +0.1%
NL
305
NWAM LLC
Washington
$276K +$2.09K +25 +0.7%
CSWM
306
Cassady Schiller Wealth Management
Ohio
$276K +$290K +3,475 New
CW
307
CreativeOne Wealth
Kansas
$264K +$39.7K +475 +17%
HFS
308
Howard Financial Services
Texas
$262K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$261K
BFEC
310
Benjamin F. Edwards & Company
Missouri
$261K +$18.4K +220 +7%
MIG
311
McGuire Investment Group
Rhode Island
$260K
5L
312
55I LLC
Massachusetts
$258K +$271K +3,240 New
BFA
313
Beaumont Financial Advisors
Massachusetts
$252K
SW
314
Signify Wealth
Missouri
$245K +$258K +3,085 New
BFA
315
Beacon Financial Advisory
Ohio
$243K
JCM
316
J2 Capital Management
Michigan
$240K +$252K +3,015 New
NFSG
317
Newbridge Financial Services Group
Florida
$233K -$31.3K -375 -11%
TYCC
318
Texas Yale Capital Corp
Florida
$233K
Squarepoint
319
Squarepoint
New York
$232K +$243K +2,915 New
AR
320
Apeiron RIA
Texas
$232K +$244K +2,920 New
HIS
321
Harvest Investment Services
Illinois
$231K -$835 -10 -0.3%
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$227K +$239K +2,860 New
MGIA
323
Matthew Goff Investment Advisor
Texas
$219K
Baird Financial Group
324
Baird Financial Group
Wisconsin
$217K -$620K -7,425 -73%
AA
325
AlphaMark Advisors
Kentucky
$216K

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.