We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
301
Mission Creek Capital Partners
California
$240K
NL
302
NWAM LLC
Washington
$240K
Franklin Resources
303
Franklin Resources
California
$226K -$68.7K -1,000 -23%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$226K
MIG
305
McGuire Investment Group
Rhode Island
$225K
CAM
306
Carret Asset Management
New York
$223K +$222K +3,235 New
GIA
307
Gladstone Institutional Advisory
Florida
$221K +$220K +3,205 New
AWM
308
Abound Wealth Management
Tennessee
$215K +$215K +3,125 New
BFA
309
Beacon Financial Advisory
Ohio
$211K
HIS
310
Harvest Investment Services
Illinois
$211K +$10.3K +150 +5%
RCM
311
RB Capital Management
Nevada
$210K +$24K +350 +13%
BZWA
312
Blue Zone Wealth Advisors
California
$208K +$207K +3,015 New
TYCC
313
Texas Yale Capital Corp
Florida
$202K
FNT
314
First National Trust
Pennsylvania
$201K +$201K +2,920 New
SWA
315
SOA Wealth Advisors
New York
$199K +$198K +2,885 New
AWM
316
Avior Wealth Management
Nebraska
$145K -$37.1K -540 -20%
CP
317
Corbenic Partners
Pennsylvania
$144K
CT
318
Cambridge Trust
Massachusetts
$138K +$137K +2,000 New
CAM
319
CenterStar Asset Management
Illinois
$134K
BFEC
320
Benjamin F. Edwards & Company
Missouri
$127K -$98.5K -1,435 -44%
CHA
321
Carmichael Hill & Associates
Maryland
$121K +$86.5K +1,260 +255%
NFSG
322
Newbridge Financial Services Group
Florida
$108K -$93.7K -1,365 -47%
AWM
323
Activest Wealth Management
Florida
$105K +$104K +1,515 New
RPCA
324
Running Point Capital Advisors
California
$100K
TAM
325
Townsend Asset Management
North Carolina
$100K

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.