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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
AA
351
Addison Advisors
Vermont
$80K
MMG
352
Monetary Management Group
Missouri
$80K +$83.5K +1,000 New
SC
353
Shay Capital
New York
$80K +$83.5K +1,000 New
UIA
354
Ulland Investment Advisors
Minnesota
$80K +$83.5K +1,000 New
DAM
355
Delta Asset Management
Tennessee
$60K
DSC
356
Duncker Streett & Co
Missouri
$60K
FFC
357
Fure Financial Corporation
Minnesota
$60K
TFS
358
TrustCore Financial Services
Tennessee
$60K
GEA
359
Glen Eagle Advisors
New Jersey
$59.3K +$2.09K +25 +3%
GT
360
Glenmede Trust
Pennsylvania
$56K -$835 -10 -1%
IRC
361
Investors Research Corp
Georgia
$53K
CWC
362
Carolinas Wealth Consulting
North Carolina
$53K +$55.9K +670 New
CTC
363
Central Trust Company
Missouri
$52K
CFN
364
Cordasco Financial Network
Florida
$52K
AF
365
Advisornet Financial
Minnesota
$46K +$16.7K +200 +53%
FCMT
366
Founders Capital Management (Texas)
Texas
$40K -$41.8K -500 -50%
FF
367
FourThought Financial
Florida
$40K
PK
368
Pflug Koory
Nebraska
$40K
EWM
369
Elmwood Wealth Management
California
$40K +$41.8K +500 New
CWA
370
Carolina Wealth Advisors
South Carolina
$39K
SWM
371
Spire Wealth Management
Virginia
$39K +$11.7K +140 +41%
CHA
372
Carmichael Hill & Associates
Maryland
$39K +$20.9K +250 +102%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$38K +$39.7K +475 New
RIM
374
Rockbridge Investment Management
New York
$36K +$37.6K +450 New
AWA
375
Amplius Wealth Advisors
Pennsylvania
$34K +$36.7K +440 New

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.