We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
Bayesian Capital Management
New York
-$273K -4,000 Closed
SFM
402
Signet Financial Management
New Jersey
-$266K -3,900 Closed
OWA
403
Octavia Wealth Advisors
Ohio
-$255K -3,730 Closed
WA
404
WESPAC Advisors
California
-$254K -3,720 Closed
SWP
405
Stratos Wealth Partners
Ohio
-$243K -3,560 Closed
WANY
406
Wealthspire Advisors (New York)
New York
-$206K -3,015 Closed
BFM
407
Boothbay Fund Management
New York
-$205K -3,000 Closed
GI
408
Glovista Investments
New Jersey
-$205K -3,000 Closed
ACM
409
Allred Capital Management
Texas
-$127K -1,865 Closed
SSWG
410
Seven Springs Wealth Group
Tennessee
-$93K -1,365 Closed
FFC
411
Fure Financial Corporation
Minnesota
-$51K -760 Closed
CAC
412
Certified Advisory Corp
Florida
-$50K -735 Closed
VFA
413
Valeo Financial Advisors
Indiana
-$40K -585 Closed
DWMG
414
DB Wealth Management Group
California
-$37K -535 Closed
TWA
415
TCI Wealth Advisors
Arizona
-$22K -315 Closed
SMG
416
Spectrum Management Group
Indiana
-$20K -295 Closed
MF
417
Manchester Financial
California
-$17K -250 Closed
RWB
418
RMR Wealth Builders
New Jersey
-$7K -100 Closed
LWM
419
Liberty Wealth Management
California
+$6.52K +90 New

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.