IGV icon

iShares Expanded Tech-Software Sector ETF

393 hedge funds and large institutions have $3.55B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 95 increasing their positions, 150 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
-18
Holders Change %
-4.38%
% of All Funds
6.22%
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
95
Reduced
150
Closed
74
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Shares
Change %
MIG
301
McGuire Investment Group
Rhode Island
$225K
CAM
302
Carret Asset Management
New York
$223K +$223K +3,235 New
GIA
303
Gladstone Institutional Advisory
Florida
$221K +$221K +3,205 New
AWM
304
Abound Wealth Management
Tennessee
$215K +$215K +3,125 New
BFA
305
Beacon Financial Advisory
Ohio
$211K
HIS
306
Harvest Investment Services
Illinois
$211K +$10.3K +150 +5%
RCM
307
RB Capital Management
Nevada
$210K +$24.1K +350 +13%
BZWA
308
Blue Zone Wealth Advisors
California
$208K +$208K +3,015 New
TYCC
309
Texas Yale Capital Corp
Florida
$202K
FNT
310
First National Trust
Pennsylvania
$201K +$201K +2,920 New
SWA
311
SOA Wealth Advisors
New York
$199K +$199K +2,885 New
AWM
312
Avior Wealth Management
Nebraska
$145K -$37K -540 -20%
CP
313
Corbenic Partners
Pennsylvania
$144K
CT
314
Cambridge Trust
Massachusetts
$138K +$138K +2,000 New
CAM
315
CenterStar Asset Management
Illinois
$134K
BFEC
316
Benjamin F. Edwards & Company
Missouri
$127K -$98.8K -1,435 -44%
CHA
317
Carmichael Hill & Associates
Maryland
$121K +$86.9K +1,260 +255%
NFSG
318
Newbridge Financial Services Group
Florida
$108K -$93.9K -1,365 -47%
AWM
319
Activest Wealth Management
Florida
$105K +$105K +1,515 New
TAM
320
Townsend Asset Management
North Carolina
$100K
RPCA
321
Running Point Capital Advisors
California
$100K
BEI
322
Benjamin Edwards Inc
Missouri
$94K +$8.61K +125 +10%
AA
323
AlphaMark Advisors
Kentucky
$87K -$100K -1,450 -54%
CA
324
Clearstead Advisors
Ohio
$82K
FFA
325
Founders Financial Alliance
North Carolina
$80K