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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

468 hedge funds and large institutions have $4.94B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
65
Increased
137
Reduced
174
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$229M
2
CI
Clal Insurance
Israel
+$155M
3
Goldman Sachs
Goldman Sachs
New York
+$125M
4
Franklin Resources
Franklin Resources
California
+$62.4M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$53.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$447M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$206M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$140M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$106M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
301
Journey Advisory Group
Kentucky
$362K – – –
CG
302
Cynosure Group
Utah
$358K – – –
AAS
303
Ameritas Advisory Services
Nebraska
$355K -$41.1K -487 -10%
BFS
304
Bradley Foster & Sargent
Connecticut
$348K +$7.25K +85 +2%
AWM
305
AE Wealth Management
Kansas
$346K -$2.63M -30,810 -88%
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$345K +$345K +4,045 New
CS
307
Cannell & Spears
New York
$341K – – –
IC
308
IEQ Capital
California
$339K +$54.6K +640 +19%
MAM
309
MWA Asset Management
Massachusetts
$336K -$15.8K -185 -4%
TWP
310
Tempus Wealth Planning
California
$328K -$135K -1,588 -29%
BJL
311
Brighton Jones LLC
Washington
$326K +$326K +3,825 New
CCM
312
Coldstream Capital Management
Washington
$324K +$324K +3,800 New
BAM
313
Belpointe Asset Management
Nevada
$321K +$92.3K +1,083 +40%
MA
314
MONECO Advisors
Connecticut
$320K +$320K +3,755 New
CAC
315
Cowen and Company
New York
$320K +$320K +3,750 New
WSCM
316
Wellington Shields Capital Management
New York
$318K – – –
S
317
SignatureFD
Georgia
$316K +$1.28K +15 +0.4%
SIC
318
Samalin Investment Counsel
New York
$315K -$25.7K -301 -8%
BBHC
319
Brown Brothers Harriman & Co
New York
$313K +$313K +3,665 New
Barclays
320
Barclays
United Kingdom
$307K -$14.1M -165,415 -98%
RWP
321
RWA Wealth Partners
Massachusetts
$307K +$8.53K +100 +3%
BFWM
322
Bright Futures Wealth Management
New York
$305K +$305K +3,526 New
PWM
323
Perigon Wealth Management
California
$300K +$54.2K +636 +22%
WA
324
Wealthstream Advisors
New York
$298K – – –
MWM
325
Modera Wealth Management
New Jersey
$298K – – –
11 12
13
14 15