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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
351
HHM Wealth Advisors
Tennessee
$9.21K
CP
352
Castleview Partners
Texas
$8.7K +$8.81K +170 New
IGWM
353
ICA Group Wealth Management
Colorado
$8.46K +$7.78K +150 New
AWM
354
Accel Wealth Management
Iowa
$7.68K
MA
355
Montag & Associates
Georgia
$7.68K
FM
356
Family Management
New York
$7.16K +$7.26K +140 New
SIS
357
Sound Income Strategies
Florida
$6.91K +$7K +135 New
BWP
358
Baldwin Wealth Partners
Massachusetts
$6.4K +$6.48K +125 New
RBC
359
Romano Brothers & Co
Illinois
$6.14K +$6.22K +120 New
TSWM
360
Tyler-Stone Wealth Management
Ohio
$6K
WWM
361
Wolff Wiese Magana
California
$5.63K
CFGS
362
Concourse Financial Group Securities
Alabama
$4.86K -$2.85K -55 -37%
RDFA
363
Ritter Daniher Financial Advisory
Ohio
$4.61K
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$3.33K -$4.63M -89,310 -100%
RG
365
Retirement Group
California
$3K
KM
366
Kalos Management
Georgia
$2.56K +$2.59K +50 New
PFA
367
Pathway Financial Advisers
Indiana
$2.56K +$2.59K +50 New
WWMSC
368
Wagner Wealth Management (South Carolina)
South Carolina
$2.56K +$2.59K +50 New
WWP
369
WR Wealth Planners
Missouri
$1.79K
RAM
370
Riggs Asset Management
Pennsylvania
$1.28K
CAM
371
CenterStar Asset Management
Illinois
$1.25K
BEI
372
Benjamin Edwards Inc
Missouri
$1K -$2.59K -50 -83%
TFA
373
Transamerica Financial Advisors
Florida
$1K
PI
374
PEAK6 Investments
Illinois
$642 -$513K -9,890 -100%
WBC
375
West Branch Capital
Massachusetts
$512

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.