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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Torno Capital
Massachusetts
$501K +$495K +5,000 New
BCP
352
Blue Chip Partners
Michigan
$498K +$37.2K +375 +8%
PWM
353
Perigon Wealth Management
California
$493K +$155K +1,565 +46%
HTC
354
Haverford Trust Company
Pennsylvania
$488K
SFP
355
Sandbox Financial Partners
Maryland
$484K +$15.8K +159 +3%
GCA
356
Greenwood Capital Associates
South Carolina
$474K -$101K -1,023 -18%
Vontobel Holding
357
Vontobel Holding
Switzerland
$461K +$178K +1,800 +64%
WA
358
Westfuller Advisors
New York
$455K
B
359
Bailard
California
$453K +$80.7K +814 +22%
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$448K +$47.9K +483 +12%
IMC
361
Investment Management Corporation
Virginia
$444K +$440K +4,439 New
MSFS
362
Main Street Financial Solutions
Pennsylvania
$444K +$440K +4,439 New
EGA
363
E&G Advisors
Texas
$441K -$79.3K -800 -15%
LWM
364
Lyell Wealth Management
California
$437K +$52.8K +533 +14%
CCM
365
Canal Capital Management
Virginia
$430K
SP
366
Sequent Planning
Nebraska
$429K -$3.27K -33 -0.8%
MA
367
Maxele Advisors
Missouri
$423K +$418K +4,220 New
CAM
368
Carret Asset Management
New York
$422K -$7.93K -80 -2%
CG
369
Cynosure Group
Utah
$421K
BFF
370
Byrne Financial Freedom
Massachusetts
$417K +$413K +4,169 New
WP
371
Woodline Partners
California
$415K +$410K +4,141 New
SOS
372
Silver Oak Securities
Tennessee
$414K +$406K +4,097 New
FTS
373
Fifth Third Securities
Ohio
$411K -$10.6K -107 -3%
FIM
374
Freedom Investment Management
Connecticut
$409K +$405K +4,086 New
BFS
375
Bradley Foster & Sargent
Connecticut
$409K

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.