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iShares Expanded Tech-Software Sector ETF
IGV

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417 → 480 (+63)

11.86% more ownership

Funds ownership: 370.95% → 382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$65.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
4
ARAM
Ardmore Road Asset Management
New York
+$22.2M
5
CM
Churchill Management
California
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$231M
2
Goldman Sachs
Goldman Sachs
New York
-$126M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$85.3M
4
Citigroup
Citigroup
New York
-$72.1M
5
Bank of America
Bank of America
North Carolina
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
301
Carret Asset Management
New York
$380K -$1.85K -25 -0.5%
EP
302
Edgestream Partners
New Jersey
$376K -$606K -8,190 -64%
PS
303
Principal Securities
Iowa
$375K +$342K +4,620 New
YDMI
304
Y.D. More Investments
Israel
$365K -$8.14K -110 -2%
SFP
305
Sandbox Financial Partners
Maryland
$353K +$740 +10 +0.2%
JAG
306
Journey Advisory Group
Kentucky
$345K – – –
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$342K +$14.1K +190 +5%
CG
308
Cynosure Group
Utah
$341K – – –
ASFA
309
All Season Financial Advisors
Colorado
$340K -$8.14K -110 -3%
MAM
310
MWA Asset Management
Massachusetts
$335K +$30K +405 +11%
MMG
311
Monetary Management Group
Missouri
$327K – – –
BFS
312
Bradley Foster & Sargent
Connecticut
$325K – – –
CS
313
Cannell & Spears
New York
$325K – – –
SIC
314
Samalin Investment Counsel
New York
$324K -$370 -5 -0.1%
SVWAG
315
Sound View Wealth Advisors Group
Georgia
$319K +$291K +3,935 New
KNW
316
Kesler Norman & Wride
Utah
$314K +$57.3K +775 +25%
IFWM
317
Institute for Wealth Management
Colorado
$308K +$281K +3,795 New
WSCM
318
Wellington Shields Capital Management
New York
$302K – – –
TC
319
Telemus Capital
Michigan
$301K -$1.85K -25 -0.7%
S
320
SignatureFD
Georgia
$299K -$11.1K -150 -4%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$299K +$253K +3,415 +1,289%
KWM
322
Kingsview Wealth Management
Oregon
$296K +$270K +3,650 New
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
$296K -$1.73M -23,385 -87%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$293K -$64.7K -875 -20%
MCA
325
Millennium Capital Advisors
Arkansas
$292K +$740 +10 +0.3%
11 12
13
14 15

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.