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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
351
Pflug Koory
Nebraska
$34K
LC
352
Lindbrook Capital
California
$34K +$34.3K +500 New
PVH
353
Psagot Value Holdings
Israel
$31K +$30.9K +450 New
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$30K -$2.4K -35 -7%
QCG
355
Quadrant Capital Group
Ohio
$30K +$6.87K +100 +29%
AF
356
Allworth Financial
California
$26K
CSB
357
City State Bank
Iowa
$26K
FCA
358
FinTrust Capital Advisors
South Carolina
$24K
AWMS
359
Advocacy Wealth Management Services
Georgia
$23K -$81.4K -1,185 -78%
AA
360
Ancora Advisors
Ohio
$23K
RMC
361
Resources Management Corp
Connecticut
$22K +$1.72K +25 +8%
GLLW
362
Graves Light Lenhart Wealth
Virginia
$21K
AIC
363
Archer Investment Corporation
Indiana
$20K
HPC
364
HM Payson & Co
Maine
$20K
MAM
365
McCarthy Asset Management
California
$20K
VCM
366
Versant Capital Management
Arizona
$20K
Optiver Holding
367
Optiver Holding
Netherlands
$20K +$19.9K +290 New
SCA
368
Sandy Cove Advisors
Massachusetts
$19K
BBPWM
369
Blue Bell Private Wealth Management
Pennsylvania
$18K
SWM
370
Spire Wealth Management
Virginia
$17K -$16.1K -235 -48%
LSA
371
Lansing Street Advisors
Pennsylvania
$17K +$17.2K +250 New
BWM
372
Baystate Wealth Management
Massachusetts
$16K
BWL
373
Bogart Wealth LLC
Virginia
$15K
RIM
374
Rockbridge Investment Management
New York
$13.8K -$17.2K -250 -56%
CWC
375
Carolinas Wealth Consulting
North Carolina
$12K -$33.6K -490 -73%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.