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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

411 hedge funds and large institutions have $4.37B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 110 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+26
Holders Change %
+6.75%
% of All Funds
6.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
84
Increased
110
Reduced
135
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B

Top Buyers

1
UBS Group
UBS Group
Switzerland
$252M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$538M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$47.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$46.7M
5
MCM
MKP Capital Management
New York
$24.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$506M
2
Morgan Stanley
Morgan Stanley
New York
$293M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$61.4M
4
LIA
LBMC Investment Advisors
Tennessee
$1.04M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$28K -$208K -2,635 -88%
FCA
377
FinTrust Capital Advisors
South Carolina
$28K – – –
QCG
378
Quadrant Capital Group
Ohio
$27K – – –
AA
379
Ancora Advisors
Ohio
$27K – – –
GLLW
380
Graves Light Lenhart Wealth
Virginia
$24K – – –
RMC
381
Resources Management Corp
Connecticut
$24K +$8K +100 +50%
AIC
382
Archer Investment Corporation
Indiana
$23.1K – – –
HPC
383
HM Payson & Co
Maine
$23K – – –
VCM
384
Versant Capital Management
Arizona
$23K – – –
MAM
385
McCarthy Asset Management
California
$23K – – –
SCA
386
Sandy Cove Advisors
Massachusetts
$22K +$22K +280 New
BBPWM
387
Blue Bell Private Wealth Management
Pennsylvania
$21K +$21K +265 New
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
BWM
389
Baystate Wealth Management
Massachusetts
$19K +$19K +235 New
RPCONE
390
Retirement Planning Company of New England
Rhode Island
$19K +$19K +250 New
EIP
391
Ellis Investment Partners
Pennsylvania
$17K -$15.5K -200 -48%
BWL
392
Bogart Wealth LLC
Virginia
$17K -$5.41K -70 -24%
HWA
393
HHM Wealth Advisors
Tennessee
$14K – – –
CCM
394
Chilton Capital Management
Texas
$14K +$14K +175 New
AWM
395
Accel Wealth Management
Iowa
$12K – – –
WFA
396
West Financial Advisors
Iowa
$12K +$12K +150 New
SWM
397
Sugarloaf Wealth Management
Georgia
$11K – – –
TSWM
398
Tyler-Stone Wealth Management
Ohio
$10K +$10K +120 New
HI
399
Hudock Inc
Pennsylvania
$9K -$1.5K -20 -14%
CAAS
400
Capital Asset Advisory Services
Michigan
$8K -$4.8K -60 -38%
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16
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