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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
376
Essex Savings Bank
Connecticut
$226K
TCG
377
Transcendent Capital Group
Oklahoma
$223K -$1.61M -18,823 -88%
MC
378
Middleton & Co
Massachusetts
$223K
PIMG
379
Patriot Investment Management Group
Tennessee
$221K
FWM
380
Foguth Wealth Management
Michigan
$219K -$17.3K -202 -8%
AFG
381
ABLE Financial Group
Arizona
$219K
CCB
382
Cutter & Co Brokerage
Missouri
$217K -$9K -105 -4%
CT
383
Colonial Trust
South Carolina
$217K
AIC
384
Ayalon Insurance Company
Israel
$217K
AWA
385
Arkadios Wealth Advisors
Georgia
$217K +$6.43K +75 +3%
Twin Tree Management
386
Twin Tree Management
Texas
$215K +$206K +2,403 New
SS
387
Sunbelt Securities
Texas
$214K -$12.9K -150 -6%
DWM
388
Drive Wealth Management
Utah
$212K
PPP
389
Private Portfolio Partners
New Jersey
$212K +$204K +2,375 New
TTWM
390
TCV Trust & Wealth Management
Virginia
$212K
SAW
391
Signal Advisors Wealth
Michigan
$212K +$203K +2,373 New
CCG
392
Ceeto Capital Group
Florida
$212K
RPCONE
393
Retirement Planning Company of New England
Rhode Island
$203K +$195K +2,275 New
FFL
394
Financial Freedom LLC
Ohio
$198K
PTC
395
Private Trust Company
Ohio
$190K
RPCA
396
Running Point Capital Advisors
California
$179K
BCWM
397
Bartlett & Co Wealth Management
Ohio
$174K +$6.86K +80 +4%
PCMC
398
Private Capital Management (Colorado)
Colorado
$171K +$107K +1,253 +191%
GTAM
399
Global Trust Asset Management
Florida
$169K -$17.6K -205 -10%
AT
400
Arlington Trust
Alabama
$166K

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.