IGV icon

iShares Expanded Tech-Software Sector ETF

468 hedge funds and large institutions have $4.94B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
65
Increased
137
Reduced
174
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
351
Global Trust Asset Management
Florida
$247K +$61.8K +725 +33%
EWM
352
Empirical Wealth Management
Washington
$243K -$3.84K -45 -2%
FFS
353
Founders Financial Securities
Maryland
$241K -$426 -5 -0.2%
BFA
354
Beaumont Financial Advisors
Massachusetts
$240K
TWP
355
Tyche Wealth Partners
Texas
$237K
MGIA
356
Matthew Goff Investment Advisor
Texas
$234K
DWM
357
Dakota Wealth Management
Florida
$232K +$232K +2,725 New
BSW
358
Buckingham Strategic Wealth
Missouri
$232K -$35K -410 -13%
NAM
359
NorthCrest Asset Manangement
Minnesota
$231K +$231K +2,710 New
LNC
360
Lincoln National Corp
Pennsylvania
$230K +$230K +2,702 New
FCM
361
Fortis Capital Management
Washington
$230K +$19.2K +225 +9%
AIP
362
Almanack Investment Partners
Pennsylvania
$223K
AFM
363
Abbot Financial Management
Massachusetts
$222K +$222K +2,600 New
HIS
364
Harvest Investment Services
Illinois
$219K +$219K +2,565 New
LFG
365
Larson Financial Group
Missouri
$218K -$1.62K -19 -0.7%
SS
366
Sunbelt Securities
Texas
$217K
HDIM
367
Hanson & Doremus Investment Management
Vermont
$217K
SAM
368
Silvercrest Asset Management
New York
$215K
CIA
369
Concurrent Investment Advisors
Florida
$215K -$528K -6,190 -71%
MC
370
Middleton & Co
Massachusetts
$213K
TCG
371
Transcendent Capital Group
Oklahoma
$213K
SVWAG
372
Sound View Wealth Advisors Group
Georgia
$212K -$124K -1,450 -37%
PIMG
373
Patriot Investment Management Group
Tennessee
$211K
WWM
374
Western Wealth Management
Colorado
$209K -$85.3K -1,000 -29%
CT
375
Colonial Trust
South Carolina
$207K