IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

480 hedge funds and large institutions have $4.42B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
73
Increased
134
Reduced
146
Closed
53
Calls
$123M
Puts
$194M
Net Calls
-$70.8M
Net Calls Change
+$57.1M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$553M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$43.5M
4
UBS Group
UBS Group
Switzerland
+$35.1M
5
WHGC
Wealth High Governance Capital
Brazil
+$26.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$722M
2
CI
Clal Insurance
Israel
-$155M
3
Goldman Sachs
Goldman Sachs
New York
-$148M
4
Bank of America
Bank of America
North Carolina
-$108M
5
Morgan Stanley
Morgan Stanley
New York
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Concurrent Investment Advisors
Florida
$219K – – –
FAIM
377
Financial Advocates Investment Management
Washington
$217K +$217K +2,500 New
MC
378
Middleton & Co
Massachusetts
$217K – – –
PIMG
379
Patriot Investment Management Group
Tennessee
$215K – – –
AFG
380
ABLE Financial Group
Arizona
$213K +$213K +2,450 New
CT
381
Colonial Trust
South Carolina
$211K – – –
AIC
382
Ayalon Insurance Company
Israel
$211K – – –
XT
383
XTX Topco
Cayman Islands
$210K +$210K +2,417 New
SFS
384
Sharp Financial Services
Pennsylvania
$210K +$210K +2,416 New
ICP
385
Interchange Capital Partners
Pennsylvania
$208K +$2.61K +30 +1%
DWM
386
Drive Wealth Management
Utah
$206K – – –
TTWM
387
TCV Trust & Wealth Management
Virginia
$206K – – –
CCG
388
Ceeto Capital Group
Florida
$206K – – –
WWM
389
Western Wealth Management
Colorado
$206K -$6.52K -75 -3%
BWM
390
Birchcreek Wealth Management
Ohio
$206K – – –
MW
391
Members Wealth
Pennsylvania
$205K +$205K +1,847 New
AWA
392
Arkadios Wealth Advisors
Georgia
$204K +$204K +2,352 New
SFA
393
Sequoia Financial Advisors
Ohio
$203K +$203K +2,338 New
TI
394
Tidal Investments
Wisconsin
$201K +$201K +2,314 New
FFL
395
Financial Freedom LLC
Ohio
$192K – – –
PTC
396
Private Trust Company
Ohio
$185K -$6.52K -75 -3%
GTAM
397
Global Trust Asset Management
Florida
$182K -$69.5K -800 -28%
RPCA
398
Running Point Capital Advisors
California
$174K – – –
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$173K +$66.5K +765 +63%
BCWM
400
Bartlett & Co Wealth Management
Ohio
$163K -$22.2K -255 -12%
14 15
16
17 18