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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

480 hedge funds and large institutions have $4.42B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
73
Increased
134
Reduced
146
Closed
53
Calls
$123M
Puts
$194M
Net Calls
-$70.8M
Net Calls Change
+$57.1M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$553M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$43.5M
4
UBS Group
UBS Group
Switzerland
+$35.1M
5
WHGC
Wealth High Governance Capital
Brazil
+$26.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$722M
2
CI
Clal Insurance
Israel
-$155M
3
Goldman Sachs
Goldman Sachs
New York
-$148M
4
Bank of America
Bank of America
North Carolina
-$108M
5
Morgan Stanley
Morgan Stanley
New York
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
351
Abbot Financial Management
Massachusetts
$269K +$43.5K +500 +19%
CI
352
Ceera Investments
Texas
$265K – – –
BIM
353
Bullseye Investment Management
Ohio
$254K -$14.2K -170 -5%
TYCC
354
Texas Yale Capital Corp
Florida
$254K – – –
CCG
355
Capital CS Group
California
$249K -$24.3K -280 -9%
EWM
356
Empirical Wealth Management
Washington
$247K – – –
FFS
357
Founders Financial Securities
Maryland
$243K -$2.61K -30 -1%
CAM
358
Clark Asset Management
New Hampshire
$243K +$243K +2,795 New
MGIA
359
Matthew Goff Investment Advisor
Texas
$239K – – –
KDA
360
Kraft Davis & Associates
Missouri
$237K +$237K +2,797 New
MWA
361
Merkkuri Wealth Advisors
New York
$237K +$237K +2,731 New
GC
362
Garde Capital
Washington
$237K +$99.5K +1,147 +72%
DWM
363
Dakota Wealth Management
Florida
$237K – – –
LFG
364
Larson Financial Group
Missouri
$235K +$13.8K +159 +6%
FLC
365
Fifth Lane Capital
Texas
$233K +$233K +2,680 New
HIS
366
Harvest Investment Services
Illinois
$228K +$5.21K +60 +2%
FWM
367
Foguth Wealth Management
Michigan
$228K -$150K -1,725 -40%
CAIMH
368
Central Asset Investments & Management Holdings
Hong Kong
$226K +$226K +2,600 New
AIP
369
Almanack Investment Partners
Pennsylvania
$223K -$4.78K -55 -2%
SS
370
Sunbelt Securities
Texas
$221K – – –
HDIM
371
Hanson & Doremus Investment Management
Vermont
$221K – – –
CCB
372
Cutter & Co Brokerage
Missouri
$220K +$220K +2,537 New
SAM
373
Silvercrest Asset Management
New York
$219K – – –
TWP
374
Tyche Wealth Partners
Texas
$219K -$21.7K -250 -9%
ESB
375
Essex Savings Bank
Connecticut
$219K +$219K +2,525 New
13 14
15
16 17