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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$603K +$69K +696 +13%
BCI
327
Brinker Capital Investments
Pennsylvania
$603K +$596K +6,018 New
OPS
328
Orion Portfolio Solutions
Nebraska
$603K +$596K +6,018 New
HWM
329
HB Wealth Management
Georgia
$602K +$22.2K +224 +4%
JRP
330
Jasper Ridge Partners
California
$601K -$3.58M -36,175 -86%
PCA
331
Pallas Capital Advisors
Massachusetts
$590K -$1.49K -15 -0.3%
PPP
332
Private Portfolio Partners
New Jersey
$586K +$345K +3,477 +146%
OCM
333
One Capital Management
California
$585K +$579K +5,845 New
CCG
334
Chatham Capital Group
Georgia
$583K
IAG
335
Investmark Advisory Group
Connecticut
$580K
Tudor Investment Corp
336
Tudor Investment Corp
Connecticut
$576K -$558K -5,633 -49%
CTA
337
Colonial Trust Advisors
South Carolina
$576K
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$575K +$119K +1,200 +28%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$574K -$77.5K -782 -12%
PFA
340
Plotkin Financial Advisors
Maryland
$570K -$72.3K -730 -11%
IAIM
341
International Assets Investment Management
Florida
$558K +$554K +5,586 New
JWCA
342
J.W. Cole Advisors
Florida
$548K -$2.97K -30 -0.5%
MMG
343
Monetary Management Group
Missouri
$538K +$19.8K +200 +4%
SWP
344
Stratos Wealth Partners
Ohio
$530K +$156K +1,578 +42%
IFWM
345
Institute for Wealth Management
Colorado
$516K +$25.3K +255 +5%
IA
346
IFP Advisors
Florida
$513K +$339K +3,425 +202%
WWM
347
Western Wealth Management
Colorado
$512K +$89.7K +905 +22%
BIA
348
Biondo Investment Advisors
Pennsylvania
$508K -$20.8K -210 -4%
BSHC
349
Breed's Hill Capital
Massachusetts
$501K
PFP
350
Paragon Financial Partners
California
$501K +$495K +5,000 New

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.