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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
326
Duncker Streett & Co
Missouri
$59K
GT
327
Glenmede Trust
Pennsylvania
$56K
IRC
328
Investors Research Corp
Georgia
$52K
EBSAM
329
Eubel Brady & Suttman Asset Management
Ohio
$52K +$55.1K +760 New
CTC
330
Central Trust Company
Missouri
$51K
CFN
331
Cordasco Financial Network
Florida
$51K
SWM
332
Spire Wealth Management
Virginia
$46K -$322K -4,440 -88%
CFGS
333
Concourse Financial Group Securities
Alabama
$46K -$8.7K -120 -17%
HNB
334
Huntington National Bank
Ohio
$44K
EWM
335
Elmwood Wealth Management
California
$39K
CWA
336
Carolina Wealth Advisors
South Carolina
$38K
FPW
337
Flagship Private Wealth
Massachusetts
$36.9K +$10.1K +140 +44%
EIP
338
Ellis Investment Partners
Pennsylvania
$32K
MPCG
339
Matrix Private Capital Group
New York
$31K
PWA
340
Phoenix Wealth Advisors
North Carolina
$30K
AF
341
Allworth Financial
California
$29K
BWL
342
Bogart Wealth LLC
Virginia
$29K +$5.08K +70 +24%
QCG
343
Quadrant Capital Group
Ohio
$27K
FCA
344
FinTrust Capital Advisors
South Carolina
$27K +$25.4K +350 New
AA
345
Ancora Advisors
Ohio
$26K -$22.1K -305 -48%
SFSIG
346
San Francisco Sentry Investment Group
California
$26K
HPC
347
HM Payson & Co
Maine
$23K -$66.3K -915 -76%
MAM
348
McCarthy Asset Management
California
$23K -$7.61K -105 -26%
GRP
349
Global Retirement Partners
California
$23K
GLLW
350
Graves Light Lenhart Wealth
Virginia
$23K

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.