We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
326
Edgestream Partners
New Jersey
$318K +$305K +3,559 New
CFG
327
Citizens Financial Group
Rhode Island
$317K +$21.4K +250 +8%
BJL
328
Brighton Jones LLC
Washington
$315K -$78K -910 -21%
TWP
329
Tempus Wealth Planning
California
$313K +$3.17K +37 +1%
WA
330
Wealthstream Advisors
New York
$313K
MWM
331
Modera Wealth Management
New Jersey
$312K
CCMW
332
Cypress Capital Management (Wyoming)
Wyoming
$309K +$296K +3,452 New
MCCP
333
Mission Creek Capital Partners
California
$306K -$2.57K -30 -0.9%
IF
334
Ironwood Financial
Arizona
$304K
PWM
335
Perigon Wealth Management
California
$304K -$51.1K -596 -15%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$303K -$4.37K -51 -1%
FCM
337
Fortis Capital Management
Washington
$301K +$20.4K +238 +8%
WAOTB
338
Wealth Advisors of Tampa Bay
Florida
$298K
HIIFS
339
Harel Insurance Investments & Financial Services
Israel
$297K -$261K -3,050 -48%
RCM
340
RB Capital Management
Nevada
$295K
SWA
341
SOA Wealth Advisors
New York
$294K
FFA
342
First Foundation Advisors
California
$291K -$25.6K -299 -8%
SFA
343
Sequoia Financial Advisors
Ohio
$285K +$73.3K +855 +37%
GWAG
344
Garrett Wealth Advisory Group
Texas
$285K
TC
345
TownSquare Capital
Utah
$284K -$171K -1,995 -39%
CL
346
Choreo LLC
Illinois
$281K
AWM
347
Apollon Wealth Management
South Carolina
$281K -$8.57K -100 -3%
AFM
348
Abbot Financial Management
Massachusetts
$277K
CF
349
Centaurus Financial
California
$277K -$57.3K -668 -18%
MKW
350
Mullaney, Keating & Wright
Connecticut
$276K +$86 +1 +0%

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.