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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

480 hedge funds and large institutions have $4.42B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
73
Increased
134
Reduced
146
Closed
53
Calls
$123M
Puts
$194M
Net Calls
-$70.8M
Net Calls Change
+$57.1M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$553M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$43.5M
4
UBS Group
UBS Group
Switzerland
+$35.1M
5
WHGC
Wealth High Governance Capital
Brazil
+$26.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$722M
2
CI
Clal Insurance
Israel
-$155M
3
Goldman Sachs
Goldman Sachs
New York
-$148M
4
Bank of America
Bank of America
North Carolina
-$108M
5
Morgan Stanley
Morgan Stanley
New York
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Modera Wealth Management
New Jersey
$303K – – –
TWP
327
Tempus Wealth Planning
California
$301K -$33.1K -381 -10%
BFWM
328
Bright Futures Wealth Management
New York
$301K +$17.8K +222 +6%
RSWM
329
Robertson Stephens Wealth Management
California
$301K -$207K -2,387 -41%
MCCP
330
Mission Creek Capital Partners
California
$300K – – –
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$299K – – –
IF
332
Ironwood Financial
Arizona
$296K – – –
Vontobel Holding
333
Vontobel Holding
Switzerland
$295K – – –
BWP
334
Balboa Wealth Partners
Arizona
$295K +$295K +3,392 New
BPAMU
335
BTG Pactual Asset Management US
New York
$293K +$293K +3,375 New
VWM
336
Venturi Wealth Management
Texas
$292K +$435 +5 +0.1%
WAOTB
337
Wealth Advisors of Tampa Bay
Florida
$290K – – –
TPWA
338
TRUE Private Wealth Advisors
Oregon
$287K +$4.35K +50 +2%
RCM
339
RB Capital Management
Nevada
$287K – – –
CFG
340
Citizens Financial Group
Rhode Island
$287K +$287K +3,300 New
SWA
341
SOA Wealth Advisors
New York
$286K – – –
JWCA
342
J.W. Cole Advisors
Florida
$282K -$213K -2,456 -43%
AWM
343
Apollon Wealth Management
South Carolina
$282K -$1.74K -20 -0.6%
CL
344
Choreo LLC
Illinois
$280K – – –
GWAG
345
Garrett Wealth Advisory Group
Texas
$277K – – –
PWM
346
Purus Wealth Management
California
$275K -$2K -23 -0.7%
OAJ
347
Ogorek Anthony Joseph
New York
$275K -$6.76K -78 -2%
FWCM
348
Ferguson Wellman Capital Management
Oregon
$274K -$14.8K -170 -5%
FCM
349
Fortis Capital Management
Washington
$272K +$37.7K +434 +16%
IC
350
IEQ Capital
California
$271K -$75.2K -865 -22%
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