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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Canal Capital Management
Virginia
$384K
CAM
302
Carret Asset Management
New York
$383K -$16.3K -190 -4%
FTS
303
Fifth Third Securities
Ohio
$376K -$1.61M -18,727 -82%
WWM
304
Western Wealth Management
Colorado
$376K +$157K +1,835 +77%
CG
305
Cynosure Group
Utah
$375K
JAG
306
Journey Advisory Group
Kentucky
$369K
BFS
307
Bradley Foster & Sargent
Connecticut
$365K
SFS
308
Sharp Financial Services
Pennsylvania
$360K +$138K +1,612 +67%
MAM
309
MWA Asset Management
Massachusetts
$357K -$3.86K -45 -1%
CS
310
Cannell & Spears
New York
$357K
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$356K -$61.6K -719 -15%
YDMI
312
Y.D. More Investments
Israel
$355K
MGIA
313
Matthew Goff Investment Advisor
Texas
$354K +$103K +1,207 +44%
LWM
314
Lyell Wealth Management
California
$342K +$15K +175 +5%
MWA
315
Merkkuri Wealth Advisors
New York
$337K +$88.8K +1,036 +38%
DFG
316
Dupree Financial Group
Kentucky
$334K +$2.66K +31 +0.8%
WSCM
317
Wellington Shields Capital Management
New York
$333K
SWP
318
Stratos Wealth Partners
Ohio
$332K +$1.63K +19 +0.5%
B
319
Bailard
California
$332K +$318K +3,714 New
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$330K -$5.74K -67 -2%
S
321
SignatureFD
Georgia
$328K
BBHC
322
Brown Brothers Harriman & Co
New York
$324K
MCA
323
Millennium Capital Advisors
Arkansas
$322K
SIC
324
Samalin Investment Counsel
New York
$322K
RWP
325
RWA Wealth Partners
Massachusetts
$322K

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.