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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

480 hedge funds and large institutions have $4.42B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
73
Increased
134
Reduced
146
Closed
53
Calls
$123M
Puts
$194M
Net Calls
-$70.8M
Net Calls Change
+$57.1M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$553M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$43.5M
4
UBS Group
UBS Group
Switzerland
+$35.1M
5
WHGC
Wealth High Governance Capital
Brazil
+$26.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$722M
2
CI
Clal Insurance
Israel
-$155M
3
Goldman Sachs
Goldman Sachs
New York
-$148M
4
Bank of America
Bank of America
North Carolina
-$108M
5
Morgan Stanley
Morgan Stanley
New York
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$378K – – –
MA
302
Montag & Associates
Georgia
$373K -$376K -4,325 -50%
CCM
303
Canal Capital Management
Virginia
$373K – – –
JAG
304
Journey Advisory Group
Kentucky
$369K – – –
SP
305
Sequent Planning
Nebraska
$369K -$52.9K -606 -13%
CG
306
Cynosure Group
Utah
$365K – – –
BFS
307
Bradley Foster & Sargent
Connecticut
$355K – – –
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$353K +$1.13K +13 +0.3%
MAM
309
MWA Asset Management
Massachusetts
$352K +$9.13K +105 +3%
CS
310
Cannell & Spears
New York
$348K – – –
PWM
311
Perigon Wealth Management
California
$347K +$41.4K +476 +14%
YDMI
312
Y.D. More Investments
Israel
$346K -$60.8K -700 -15%
Parallax Volatility Advisers
313
Parallax Volatility Advisers
California
$330K -$265K -3,050 -45%
CF
314
Centaurus Financial
California
$327K +$218K +2,508 +200%
WSCM
315
Wellington Shields Capital Management
New York
$324K – – –
DFG
316
Dupree Financial Group
Kentucky
$322K -$343K -3,951 -52%
SWP
317
Stratos Wealth Partners
Ohio
$322K +$322K +3,701 New
AAS
318
Ameritas Advisory Services
Nebraska
$319K -$46.3K -533 -13%
S
319
SignatureFD
Georgia
$319K -$3.3K -38 -1%
LWM
320
Lyell Wealth Management
California
$318K -$1.68M -19,369 -84%
BBHC
321
Brown Brothers Harriman & Co
New York
$315K -$3.48K -40 -1%
SIC
322
Samalin Investment Counsel
New York
$313K -$7.74K -89 -2%
RWP
323
RWA Wealth Partners
Massachusetts
$313K – – –
FFA
324
First Foundation Advisors
California
$309K +$26.1K +300 +9%
WA
325
Wealthstream Advisors
New York
$304K – – –
11 12
13
14 15