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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
351
Ellis Investment Partners
Pennsylvania
$33K
MPCG
352
Matrix Private Capital Group
New York
$32K
AF
353
Advisornet Financial
Minnesota
$30K -$165K -2,025 -84%
AF
354
Allworth Financial
California
$30K
PWA
355
Phoenix Wealth Advisors
North Carolina
$30K
SWM
356
Spire Wealth Management
Virginia
$28K -$19.6K -240 -41%
FCA
357
FinTrust Capital Advisors
South Carolina
$28K
AA
358
Ancora Advisors
Ohio
$27K
QCG
359
Quadrant Capital Group
Ohio
$27K
GLLW
360
Graves Light Lenhart Wealth
Virginia
$24K
HPC
361
HM Payson & Co
Maine
$24K
MAM
362
McCarthy Asset Management
California
$24K
AIC
363
Archer Investment Corporation
Indiana
$23.1K
BWL
364
Bogart Wealth LLC
Virginia
$23K -$6.12K -75 -21%
GRP
365
Global Retirement Partners
California
$23K
VCM
366
Versant Capital Management
Arizona
$23K
EDRH
367
Edmond de Rothschild Holding
Switzerland
$23K +$18.4K +225 +346%
BU
368
BBVA USA
Alabama
$20K
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$20K
CHA
370
Carmichael Hill & Associates
Maryland
$20K +$20K +245 New
BW
371
Bison Wealth
Georgia
$19K -$2.04K -25 -10%
RMC
372
Resources Management Corp
Connecticut
$16K
IWA
373
IBEX Wealth Advisors
New Jersey
$16K +$15.9K +195 New
RE
374
RBC Europe
United Kingdom
$16K
HWA
375
HHM Wealth Advisors
Tennessee
$14K

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.