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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
301
U.S. Capital Wealth Advisors
Texas
$67.5K +$68.4K +1,320 New
YDMI
302
Y.D. More Investments
Israel
$66K +$67.1K +1,295 New
RIA
303
Realta Investment Advisors
Delaware
$60.4K
FFA
304
Founders Financial Alliance
North Carolina
$59.4K
Franklin Resources
305
Franklin Resources
California
$58.8K
EWM
306
Endurance Wealth Management
Rhode Island
$58K
EE
307
EWG Elevate
California
$57.8K +$58.6K +1,130 New
AA
308
AlphaMark Advisors
Kentucky
$52K +$13.5K +260 +34%
CHA
309
Carmichael Hill & Associates
Maryland
$51.4K -$38.9K -750 -43%
AA
310
Addison Advisors
Vermont
$51.2K
GWM
311
Geneos Wealth Management
Colorado
$51.2K
MMG
312
Monetary Management Group
Missouri
$51.2K
UIA
313
Ulland Investment Advisors
Minnesota
$51K
FHA
314
First Horizon Advisors
Tennessee
$47.3K +$25.9K +500 +118%
GRP
315
Global Retirement Partners
California
$47.1K +$45.1K +870 +1,740%
RFA
316
Resurgent Financial Advisors
Georgia
$46.3K +$46.9K +905 New
FWP
317
FAS Wealth Partners
Kansas
$43.5K +$44.1K +850 New
GEA
318
Glen Eagle Advisors
New Jersey
$39.9K +$7K +135 +21%
TFS
319
TrustCore Financial Services
Tennessee
$38.4K
DAM
320
Delta Asset Management
Tennessee
$38.4K +$38.9K +750 New
IRC
321
Investors Research Corp
Georgia
$34.3K
CTC
322
Central Trust Company
Missouri
$33.3K
CIAS
323
Capital Investment Advisory Services
North Carolina
$33.2K +$33.7K +650 New
CAL
324
Capital Analysts LLC
Pennsylvania
$32K +$12.2K +235 +60%
AF
325
Allworth Financial
California
$31.7K +$13K +250 +68%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.