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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
351
Ogorek Anthony Joseph
New York
$276K -$6.43K -75 -2%
JGC
352
J. Goldman & Co
New York
$273K -$8.94M -104,284 -97%
CI
353
Ceera Investments
Texas
$273K
GC
354
Gruss & Co
Florida
$268K -$214K -2,500 -45%
AAS
355
Ameritas Advisory Services
Nebraska
$268K -$57.5K -671 -18%
HIS
356
Harvest Investment Services
Illinois
$267K +$31.5K +368 +14%
OWA
357
Outlook Wealth Advisors
Texas
$267K
TPWA
358
TRUE Private Wealth Advisors
Oregon
$266K -$27.5K -321 -10%
PWM
359
Purus Wealth Management
California
$265K -$17.1K -200 -6%
RSWM
360
Robertson Stephens Wealth Management
California
$265K -$42.8K -499 -14%
SWA
361
Sax Wealth Advisors
New Jersey
$263K +$253K +2,947 New
LFG
362
Larson Financial Group
Missouri
$263K +$19.8K +231 +9%
TYCC
363
Texas Yale Capital Corp
Florida
$261K
WB
364
WesBanco Bank
West Virginia
$259K +$248K +2,893 New
EWM
365
Empirical Wealth Management
Washington
$254K
Vontobel Holding
366
Vontobel Holding
Switzerland
$250K -$51.4K -600 -18%
CAM
367
Clark Asset Management
New Hampshire
$250K
CIA
368
Concurrent Investment Advisors
Florida
$250K +$23.4K +273 +11%
Parallax Volatility Advisers
369
Parallax Volatility Advisers
California
$245K -$90.4K -1,055 -28%
GC
370
Garde Capital
Washington
$244K
DWM
371
Dakota Wealth Management
Florida
$244K
KDA
372
Kraft Davis & Associates
Missouri
$231K -$23K -268 -10%
FFS
373
Founders Financial Securities
Maryland
$227K -$21.4K -250 -9%
HDIM
374
Hanson & Doremus Investment Management
Vermont
$227K
SAM
375
Silvercrest Asset Management
New York
$226K

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.