IGV icon

iShares Expanded Tech-Software Sector ETF

474 hedge funds and large institutions have $5.17B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+62
Holders Change %
+15.05%
% of All Funds
6.95%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
109
Increased
125
Reduced
129
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
326
Western Wealth Management
Colorado
$280K +$280K +3,445 New
CIBC World Market
327
CIBC World Market
Ontario, Canada
$279K +$19.5K +240 +8%
PAS
328
Park Avenue Securities
New York
$277K +$277K +3,420 New
VWM
329
Venturi Wealth Management
Texas
$276K +$56.8K +700 +26%
IF
330
Ironwood Financial
Arizona
$276K
Vontobel Holding
331
Vontobel Holding
Switzerland
$276K -$48.7K -600 -15%
RCM
332
RB Capital Management
Nevada
$275K +$7.71K +95 +3%
FFN
333
Focus Financial Network
Minnesota
$273K +$273K +3,370 New
IC
334
IEQ Capital
California
$271K
BIM
335
Bullseye Investment Management
Ohio
$271K -$4.87K -60 -2%
PCS
336
Personal CFO Solutions
New Jersey
$270K +$270K +3,325 New
SWA
337
SOA Wealth Advisors
New York
$267K
PWM
338
Purus Wealth Management
California
$267K -$10.1K -125 -4%
SFM
339
Signet Financial Management
New Jersey
$265K -$10.5K -130 -4%
AWM
340
Apollon Wealth Management
South Carolina
$264K +$1.62K +20 +0.6%
FFA
341
First Foundation Advisors
California
$264K
TPWA
342
TRUE Private Wealth Advisors
Oregon
$264K
OAJ
343
Ogorek Anthony Joseph
New York
$263K -$2.43K -30 -0.9%
TWC
344
TD Waterhouse Canada
Ontario, Canada
$263K +$174K +1,940 +195%
GWAG
345
Garrett Wealth Advisory Group
Texas
$258K
BSW
346
Buckingham Strategic Wealth
Missouri
$253K -$2.84K -35 -1%
CI
347
Ceera Investments
Texas
$248K
SWA
348
Stratos Wealth Advisors
Ohio
$247K +$247K +3,050 New
Brown Advisory
349
Brown Advisory
Maryland
$247K
OWA
350
Outlook Wealth Advisors
Texas
$242K -$18.7K -230 -7%