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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
376
HHM Wealth Advisors
Tennessee
$12K
CFGS
377
Concourse Financial Group Securities
Alabama
$11K -$13.7K -200 -56%
AWM
378
Accel Wealth Management
Iowa
$10K
WFA
379
West Financial Advisors
Iowa
$10K
GWM
380
Geneos Wealth Management
Colorado
$9K -$767K -11,170 -99%
HI
381
Hudock Inc
Pennsylvania
$8K
TSWM
382
Tyler-Stone Wealth Management
Ohio
$8K
WWM
383
Wolff Wiese Magana
California
$8K +$7.55K +110 New
CAAS
384
Capital Asset Advisory Services
Michigan
$7K
JWA
385
JFS Wealth Advisors
Pennsylvania
$6K +$5.84K +85 New
SA
386
SFI Advisors
New Jersey
$5.12K +$12K +175 +0.2%
COCM
387
Charter Oak Capital Management
New Hampshire
$5K
QC
388
Quent Capital
New York
$5K +$5.15K +75 New
CIAS
389
CFS Investment Advisory Services
New Jersey
$5K +$550M +8,002,135 +34,951%
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
$4K -$19.2M -280,215 -100%
RG
391
Retirement Group
California
$4K
GRP
392
Global Retirement Partners
California
$3K +$3.43K +50 New
WWP
393
WR Wealth Planners
Missouri
$2.42K +$2.4K +35 New
CCM
394
Covington Capital Management
California
$2K -$3.78K -55 -61%
EIP
395
Ellis Investment Partners
Pennsylvania
$1K -$13.7K -200 -91%
WBC
396
West Branch Capital
Massachusetts
$1K
PI
397
PEAK6 Investments
Illinois
$1K +$687 +10 New
CG
398
Cutler Group
California
$1K +$1.03K +15 New
MCM
399
MKP Capital Management
New York
-$24.3M -305,000 Closed
VC
400
Vestor Capital
Illinois
-$22M -276,445 Closed

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.