We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$216K +$8.35K +100 +4%
RCM
327
RB Capital Management
Nevada
$215K -$5.01K -60 -2%
CS
328
Comerica Securities
Michigan
$213K -$50.9K -610 -19%
AWM
329
Avior Wealth Management
Nebraska
$211K -$29.2K -350 -12%
VWA
330
V Wealth Advisors
Kansas
$210K +$2.09K +25 +1%
SWM
331
SeaCrest Wealth Management
New York
$210K +$220K +2,640 New
MBT
332
Montecito Bank & Trust
California
$208K
SIM
333
Seaview Investment Managers
Florida
$207K -$1.32M -15,855 -86%
EE
334
EWG Elevate
California
$206K -$7.07M -84,685 -97%
SAM
335
Silvercrest Asset Management
New York
$201K
CP
336
Corbenic Partners
Pennsylvania
$166K +$10K +120 +6%
CF
337
Centaurus Financial
California
$134K -$2.76M -33,020 -95%
AWMS
338
Advocacy Wealth Management Services
Georgia
$120K -$37.6K -450 -23%
GTAM
339
Global Trust Asset Management
Florida
$119K -$292K -3,500 -70%
RPCA
340
Running Point Capital Advisors
California
$115K
TAM
341
Townsend Asset Management
North Carolina
$115K
CWS
342
Confluence Wealth Services
Pennsylvania
$113K +$119K +1,425 New
BEI
343
Benjamin Edwards Inc
Missouri
$99K -$1.67K -20 -2%
CA
344
Clearstead Advisors
Ohio
$95K
FFA
345
Founders Financial Alliance
North Carolina
$92K
EWM
346
Endurance Wealth Management
Rhode Island
$91K
SBL
347
Sargent Bickham Lagudis
Colorado
$87K
SC
348
SouthState Corp
Florida
$86K +$90.6K +1,085 New
SMA
349
Sage Mountain Advisors
Georgia
$84K
CA
350
CoreCap Advisors
Michigan
$81K +$84.8K +1,015 New

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.