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iShares Expanded Tech-Software Sector ETF

374 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.09% more ownership

Funds ownership: 389.65%471.75% (+82%)

30% more capital invested

Capital invested by funds: $3.12B → $4.04B (+$924M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

1% less funds holding

Funds holding: 377374 (-3)

9% less call options, than puts

Call options by funds: $184M | Put options by funds: $203M

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 136

Holders
374
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
5.96%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
67
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
326
Nomura Asset Management
Japan
$30.5K
MTIC
327
Missouri Trust & Investment Company
Missouri
$28.3K +$26.1K +465 New
BA
328
Bristlecone Advisors
Washington
$25.9K +$23.8K +425 New
EW
329
Element Wealth
Mississippi
$24.1K +$22.1K +395 New
CAL
330
Capital Analysts LLC
Pennsylvania
$24K -$13.2K -235 -38%
ACA
331
Aptus Capital Advisors
Alabama
$23.5K +$21.6K +385 New
GWANC
332
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.5K +$21.6K +385 New
CAM
333
Chesapeake Asset Management
New York
$20.7K +$19.1K +340 New
NFSG
334
Newbridge Financial Services Group
Florida
$19.5K
WWMSC
335
Wagner Wealth Management (South Carolina)
South Carolina
$18.3K +$14K +250 +500%
HPC
336
HM Payson & Co
Maine
$18K
FCA
337
FinTrust Capital Advisors
South Carolina
$17.9K
AIC
338
Archer Investment Corporation
Indiana
$17.7K
FIM
339
FWL Investment Management
Texas
$17.7K
VCM
340
Versant Capital Management
Arizona
$17.4K
BBPWM
341
Blue Bell Private Wealth Management
Pennsylvania
$16.1K
PK
342
Pflug Koory
Nebraska
$16.1K
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$15.2K
JWA
344
JFS Wealth Advisors
Pennsylvania
$15.2K
LSA
345
Lansing Street Advisors
Pennsylvania
$15.2K
GBT
346
Grove Bank & Trust
Florida
$14.9K -$280 -5 -2%
BWL
347
Bogart Wealth LLC
Virginia
$13.4K
SC
348
SouthState Corp
Florida
$12.2K -$6.45K -115 -37%
BAM
349
Byrne Asset Management
New Jersey
$12K +$10.7K +190 New
BTI
350
Blue Trust Inc
Georgia
$11K

IGV Hedge Fund Activity: Q1 2023 in Review

374 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2023, worth a combined $4.04B — up 30% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IGV positions and 60 closed out — a net gain of 7 holders — while 83 added to existing stakes and 136 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $677M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $61.7M sold.

  • 374 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2023, down from 377 in Q4 2022.
  • Funds reported $4.04B of iShares Expanded Tech-Software Sector ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 67 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $677M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2023 was Two Sigma Investments, an estimated $61.7M sold.

Based on aggregated 13F filings for Q1 2023.