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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
301
TruWealth Advisors
Louisiana
$746K +$41.5K +419 +6%
RG
302
Rathbones Group
United Kingdom
$740K
CG
303
Caprock Group
Idaho
$736K
Northern Trust
304
Northern Trust
Illinois
$722K -$27.9K -282 -4%
TI
305
Trexquant Investment
Connecticut
$717K +$37.6K +379 +6%
Bessemer Group
306
Bessemer Group
New Jersey
$711K +$694K +7,000 +7,000%
IAA
307
Independent Advisor Alliance
North Carolina
$706K +$699K +7,053 New
LFS
308
Legacy Financial Strategies
Kansas
$705K
VFA
309
Valeo Financial Advisors
Indiana
$699K +$12.8K +129 +2%
CWM
310
Calamos Wealth Management
Illinois
$681K
Hudson Bay Capital Management
311
Hudson Bay Capital Management
Connecticut
$672K +$665K +6,712 New
PI
312
PFG Investments
New York
$669K +$20.8K +210 +3%
SIC
313
Sterling Investment Counsel
New York
$667K -$228K -2,304 -26%
AWM
314
AE Wealth Management
Kansas
$656K -$44.2K -446 -6%
TSWM
315
Triangle Securities Wealth Management
North Carolina
$649K -$31.7K -320 -5%
Group One Trading
316
Group One Trading
Illinois
$648K +$642K +6,476 New
MWP
317
Madison Wealth Partners
Wisconsin
$644K
NPFS
318
Novak & Powell Financial Services
Florida
$643K -$8.92K -90 -1%
Marshall Wace
319
Marshall Wace
United Kingdom
$634K -$4.48M -45,173 -88%
HI
320
Harper Investing
California
$629K -$96.4K -973 -13%
CIBC World Market
321
CIBC World Market
Ontario, Canada
$622K -$45.1K -455 -7%
WA
322
Waverly Advisors
Alabama
$619K +$613K +6,182 New
GIM
323
Goelzer Investment Management
Indiana
$615K -$15.9K -160 -3%
AFG
324
Atomi Financial Group
New York
$615K +$32.6K +329 +6%
SWA
325
Sax Wealth Advisors
New Jersey
$605K +$307K +3,097 +105%

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.