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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
376
Matrix Private Capital Group
New York
$32K
MCC
377
Money Concepts Capital
Florida
$31K +$32.1K +385 New
AF
378
Allworth Financial
California
$29K
CSB
379
City State Bank
Iowa
$29K +$30.9K +370 New
CFGS
380
Concourse Financial Group Securities
Alabama
$28K -$220K -2,635 -88%
FCA
381
FinTrust Capital Advisors
South Carolina
$28K
AA
382
Ancora Advisors
Ohio
$27K
QCG
383
Quadrant Capital Group
Ohio
$27K
GLLW
384
Graves Light Lenhart Wealth
Virginia
$24K
RMC
385
Resources Management Corp
Connecticut
$24K +$8.35K +100 +50%
AIC
386
Archer Investment Corporation
Indiana
$23.1K
HPC
387
HM Payson & Co
Maine
$23K
MAM
388
McCarthy Asset Management
California
$23K
VCM
389
Versant Capital Management
Arizona
$23K
SCA
390
Sandy Cove Advisors
Massachusetts
$22K +$23.4K +280 New
BBPWM
391
Blue Bell Private Wealth Management
Pennsylvania
$21K +$22.1K +265 New
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$20K
BWM
393
Baystate Wealth Management
Massachusetts
$19K +$19.6K +235 New
RPCONE
394
Retirement Planning Company of New England
Rhode Island
$19K +$20.9K +250 New
EIP
395
Ellis Investment Partners
Pennsylvania
$17K -$16.7K -200 -48%
BWL
396
Bogart Wealth LLC
Virginia
$17K -$5.84K -70 -24%
HWA
397
HHM Wealth Advisors
Tennessee
$14K
CCM
398
Chilton Capital Management
Texas
$14K +$14.6K +175 New
AWM
399
Accel Wealth Management
Iowa
$12K
WFA
400
West Financial Advisors
Iowa
$12K +$12.5K +150 New

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.