We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Abound Wealth Management
Tennessee
$30.2K
PC
327
Pecaut & Co
Iowa
$29.9K
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$28.1K
Nomura Asset Management
329
Nomura Asset Management
Japan
$25.6K
BC
330
Burleson & Co
California
$23.3K +$23.6K +455 New
NA
331
NewEdge Advisors
Louisiana
$22K -$718K -13,850 -20%
CA
332
CoreCap Advisors
Michigan
$21.2K +$21.5K +415 New
MWM
333
MinichMacGregor Wealth Management
New York
$20K +$20.2K +390 New
RMC
334
Resources Management Corp
Connecticut
$18K
FCA
335
FinTrust Capital Advisors
South Carolina
$17.9K
NFSG
336
Newbridge Financial Services Group
Florida
$16.4K -$64.8K -1,250 -80%
SC
337
SouthState Corp
Florida
$16.1K +$11.1K +215 +215%
HPC
338
HM Payson & Co
Maine
$15.1K
AIC
339
Archer Investment Corporation
Indiana
$14.8K
FIM
340
FWL Investment Management
Texas
$14.8K +$518 +10 +4%
VCM
341
Versant Capital Management
Arizona
$14.6K
PK
342
Pflug Koory
Nebraska
$14K -$12.2K -235 -47%
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
$13.6K
GBT
344
Grove Bank & Trust
Florida
$13K +$13K +250 New
LSA
345
Lansing Street Advisors
Pennsylvania
$12.8K
CSPIA
346
Cary Street Partners Investment Advisory
Virginia
$12.8K +$13K +250 New
JWA
347
JFS Wealth Advisors
Pennsylvania
$12.8K
BWM
348
Baystate Wealth Management
Massachusetts
$12K
BWL
349
Bogart Wealth LLC
Virginia
$11.3K
BTI
350
Blue Trust Inc
Georgia
$11K

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.