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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
Montag & Associates
Georgia
$9.14K – – –
AWM
352
Accel Wealth Management
Iowa
$9.14K – – –
IGWM
353
ICA Group Wealth Management
Colorado
$9.14K – – –
SIS
354
Sound Income Strategies
Florida
$8.23K – – –
CFB
355
Cullen/Frost Bankers
Texas
$7.62K +$7.62K +125 New
WWM
356
Wolff Wiese Magana
California
$6.7K – – –
APC
357
Aspire Private Capital
North Carolina
$6.7K +$6.7K +110 New
CFGS
358
Concourse Financial Group Securities
Alabama
$5.79K – – –
RDFA
359
Ritter Daniher Financial Advisory
Ohio
$5.49K – – –
BWP
360
Baldwin Wealth Partners
Massachusetts
$4.57K -$3.05K -50 -40%
RG
361
Retirement Group
California
$4K – – –
Qube Research & Technologies (QRT)
362
Qube Research & Technologies (QRT)
United Kingdom
$3.96K – – –
KM
363
Kalos Management
Georgia
$3.05K – – –
RMC
364
Resources Management Corp
Connecticut
$3K +$2.14K +890 +247%
WWP
365
WR Wealth Planners
Missouri
$2.13K – – –
WP
366
WealthPLAN Partners
Nebraska
$2.13K +$2.13K +35 New
CMP
367
Coston McIsaac & Partners
Maine
$2K +$2K +40 New
WBC
368
West Branch Capital
Massachusetts
$610 – – –
PI
369
PEAK6 Investments
Illinois
$587 -$294 -5 -33%
HNB
370
Huntington National Bank
Ohio
$305 -$256 – –
MAWA
371
Moss Adams Wealth Advisors
Washington
$305 – – –
Two Sigma Investments
372
Two Sigma Investments
New York
– -$61.7M -1,205,000 Closed
Two Sigma Advisers
373
Two Sigma Advisers
New York
– -$37.8M -739,000 Closed
BM
374
Baymount Management
Florida
– -$20.2M -395,000 Closed
WHGC
375
Wealth High Governance Capital
Brazil
– -$15.4M -300,000 Closed
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15
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