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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

412 hedge funds and large institutions have $4.49B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
6.57%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
57
Increased
115
Reduced
125
Closed
46
Calls
$140M
Puts
$154M
Net Calls
-$13.7M
Net Calls Change
-$9.51M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$112M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$54.2M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$49M
4
Citigroup
Citigroup
New York
+$48.6M
5
Bank of America
Bank of America
North Carolina
+$34.8M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$99.7M
2
CS
Credit Suisse
Switzerland
-$85.1M
3
Morgan Stanley
Morgan Stanley
New York
-$50.1M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$34.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
301
Bullseye Investment Management
Ohio
$232K -$11.3K -165 -5%
IC
302
IEQ Capital
California
$228K – – –
SWM
303
Spire Wealth Management
Virginia
$227K +$167K +2,450 +280%
RCM
304
RB Capital Management
Nevada
$225K -$7.85K -115 -3%
SWA
305
SOA Wealth Advisors
New York
$225K – – –
AAS
306
Ameritas Advisory Services
Nebraska
$225K +$225K +3,295 New
CFA
307
Camarda Financial Advisors
Florida
$225K -$27K -395 -11%
OAJ
308
Ogorek Anthony Joseph
New York
$223K -$4.42K -65 -2%
FFA
309
First Foundation Advisors
California
$222K – – –
TPWA
310
TRUE Private Wealth Advisors
Oregon
$222K – – –
AWM
311
Apollon Wealth Management
South Carolina
$221K -$637K -9,335 -74%
OWA
312
Outlook Wealth Advisors
Texas
$219K -$7.51K -110 -3%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$218K -$3.07M -45,005 -93%
GWAG
314
Garrett Wealth Advisory Group
Texas
$217K – – –
BSW
315
Buckingham Strategic Wealth
Missouri
$216K +$216K +3,160 New
KNW
316
Kesler Norman & Wride
Utah
$212K +$212K +3,100 New
3F
317
360 Financial
Minnesota
$209K -$308K -4,485 -60%
CI
318
Ceera Investments
Texas
$209K -$2.73K -40 -1%
KDA
319
Kraft Davis & Associates
Missouri
$208K – – –
Brown Advisory
320
Brown Advisory
Maryland
$208K +$208K +3,045 New
SWM
321
SeaCrest Wealth Management
New York
$205K +$205K +2,995 New
HCA
322
Harbor Capital Advisors
Illinois
$193K +$193K +2,825 New
VWM
323
Venturi Wealth Management
Texas
$185K +$26.3K +385 +17%
HDIM
324
Hanson & Doremus Investment Management
Vermont
$173K – – –
LFG
325
Larson Financial Group
Missouri
$167K +$18.4K +270 +12%
11 12
13
14 15