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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
351
Archer Investment Corporation
Indiana
$22.6K
VCM
352
Versant Capital Management
Arizona
$22K
PK
353
Pflug Koory
Nebraska
$21K
BW
354
Bison Wealth
Georgia
$20K
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$18.1K +250 New
BU
356
BBVA USA
Alabama
$19K +$17.8K +245 New
RMC
357
Resources Management Corp
Connecticut
$16K
RE
358
RBC Europe
United Kingdom
$15.6K
HWA
359
HHM Wealth Advisors
Tennessee
$14K
CAAS
360
Capital Asset Advisory Services
Michigan
$12K -$17K -235 -59%
AWM
361
Accel Wealth Management
Iowa
$12K
SWM
362
Sugarloaf Wealth Management
Georgia
$11K -$16.6M -229,120 -100%
HI
363
Hudock Inc
Pennsylvania
$10K
COCM
364
Charter Oak Capital Management
New Hampshire
$9K
TC
365
Truvestments Capital
Florida
$9K
IA
366
IFP Advisors
Florida
$9K +$4.35K +60 +120%
EBA
367
Eagle Bay Advisors
New York
$7K +$6.16K +85 New
APWA
368
Atlas Private Wealth Advisors
New Jersey
$6K
EDRH
369
Edmond de Rothschild Holding
Switzerland
$5K -$23.6K -325 -83%
RG
370
Retirement Group
California
$5K
BBHC
371
Brown Brothers Harriman & Co
New York
$3.56K
CFA
372
Carroll Financial Associates
North Carolina
$3K
PI
373
PEAK6 Investments
Illinois
$2K +$1.45K +20 New
LWANC
374
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
WBC
375
West Branch Capital
Massachusetts
$1K +$725 +10 New

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.