IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 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 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
326
Element Wealth
Mississippi
$24.1K +$24.1K +395 New
CAL
327
Capital Analysts LLC
Pennsylvania
$24K -$14.5K -235 -38%
GWANC
328
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.5K +$23.5K +385 New
ACA
329
Aptus Capital Advisors
Alabama
$23.5K +$23.5K +385 New
NFSG
330
Newbridge Financial Services Group
Florida
$19.5K – – –
WWM
331
Wagner Wealth Management
South Carolina
$18.3K +$15.2K +250 +500%
HPC
332
HM Payson & Co
Maine
$18K – – –
FCA
333
FinTrust Capital Advisors
South Carolina
$17.9K – – –
AIC
334
Archer Investment Corporation
Indiana
$17.7K – – –
FIM
335
FWL Investment Management
Texas
$17.7K – – –
VCM
336
Versant Capital Management
Arizona
$17.4K – – –
BBPWM
337
Blue Bell Private Wealth Management
Pennsylvania
$16.1K – – –
PK
338
Pflug Koory
Nebraska
$16.1K – – –
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$15.2K – – –
JWA
340
JFS Wealth Advisors
Pennsylvania
$15.2K – – –
LSA
341
Lansing Street Advisors
Pennsylvania
$15.2K – – –
GBT
342
Grove Bank & Trust
Florida
$14.9K -$305 -5 -2%
BWL
343
Bogart Wealth LLC
Virginia
$13.4K – – –
SC
344
SouthState Corp
Florida
$12.2K -$7.01K -115 -37%
BAM
345
Byrne Asset Management
New Jersey
$12K +$12K +190 New
BTI
346
Blue Trust Inc
Georgia
$11K – – –
HWA
347
HHM Wealth Advisors
Tennessee
$11K – – –
CCM
348
Chilton Capital Management
Texas
$10.7K +$10.7K +175 New
CP
349
Castleview Partners
Texas
$10.4K – – –
Commonwealth Equity Services
350
Commonwealth Equity Services
Massachusetts
$10.3K +$147 +2,415 +1%
12 13
14
15 16