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iShares Expanded Tech-Software Sector ETF
IGV

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81% → 567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

4% more funds holding

Funds holding: 373 → 387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$564M
2
Bank of America
Bank of America
North Carolina
+$426M
3
Morgan Stanley
Morgan Stanley
New York
+$329M
4
LIA
LBMC Investment Advisors
Tennessee
+$183M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$127M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$131M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$50.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.3M
4
RIG
RiverFront Investment Group
Virginia
-$20.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
376
Eagle Bay Advisors
New York
$14K +$6.12K +75 +88%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$14.3K +175 New
TA
378
Tectonic Advisors
Texas
$14K +$14.3K +175 New
CAAS
379
Capital Asset Advisory Services
Michigan
$13K – – –
AWM
380
Accel Wealth Management
Iowa
$12K – – –
HI
381
Hudock Inc
Pennsylvania
$11K – – –
SWM
382
Sugarloaf Wealth Management
Georgia
$11K – – –
COCM
383
Charter Oak Capital Management
New Hampshire
$6K -$4.08K -50 -42%
APWA
384
Atlas Private Wealth Advisors
New Jersey
$6K – – –
RG
385
Retirement Group
California
$5K – – –
BBHC
386
Brown Brothers Harriman & Co
New York
$3.65K – – –
CFA
387
Carroll Financial Associates
North Carolina
$3K – – –
LIA
388
LBMC Investment Advisors
Tennessee
$1.04K +$183M +2,243,545 +15,404%
PI
389
PEAK6 Investments
Illinois
$1K -$1.22K -15 -75%
WBC
390
West Branch Capital
Massachusetts
$1K – – –
Balyasny Asset Management
391
Balyasny Asset Management
Illinois
– -$15.1M -193,905 Closed
HF
392
HRT Financial
New York
– -$13.1M -168,560 Closed
MSWM
393
Mader & Shannon Wealth Management
Missouri
– -$8.6M -110,290 Closed
PWM
394
PRW Wealth Management
Massachusetts
– -$2.3M -29,515 Closed
IUHSA
395
Itau Unibanco Holding S.A.
Brazil
– -$2.03M -26,000 Closed
EP
396
Eudaimonia Partners
Tennessee
– -$1.87M -24,025 Closed
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
– -$1.79M -23,000 Closed
PS
398
Portfolio Strategies
New York
– -$1.55M -19,895 Closed
JIP
399
Jaffetilchin Investment Partners
Florida
– -$1.22M -17,185 Closed
MFS
400
Mirabella Financial Services
United Kingdom
– -$889K -11,400 Closed
13 14 15
16
17

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.