We are live on ! Find out more
IGV icon

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
SWM
401
Sugarloaf Wealth Management
Georgia
$11K
TSWM
402
Tyler-Stone Wealth Management
Ohio
$10K +$10K +120 New
HI
403
Hudock Inc
Pennsylvania
$9K -$1.67K -20 -14%
CAAS
404
Capital Asset Advisory Services
Michigan
$8K -$5.01K -60 -38%
AIM
405
AHL Investment Management
Florida
$8K +$8.77K +105 New
EBA
406
Eagle Bay Advisors
New York
$7K -$6.68K -80 -50%
CA
407
Cornerstone Advisory
Maryland
$7K +$7.51K +90 New
CCM
408
Covington Capital Management
California
$7K +$7.51K +90 New
COCM
409
Charter Oak Capital Management
New Hampshire
$6K
RG
410
Retirement Group
California
$5K
BW
411
Bison Wealth
Georgia
$4K -$15.4K -185 -79%
CFA
412
Carroll Financial Associates
North Carolina
$4K
HNB
413
Huntington National Bank
Ohio
$4K
BBHC
414
Brown Brothers Harriman & Co
New York
$3.63K
IAG
415
Investmark Advisory Group
Connecticut
$3K +$3.76K +45 New
WBC
416
West Branch Capital
Massachusetts
$1K
GAMA
417
Graticule Asia Macro Advisors
New York
-$7.53M -94,375 Closed
Simplex Trading
418
Simplex Trading
Illinois
-$6.31M -80,845 Closed
LCM
419
Landscape Capital Management
New Jersey
-$5.99M -75,000 Closed
Marshall Wace
420
Marshall Wace
United Kingdom
-$6.16M -73,765 Closed
CCMG
421
Clark Capital Management Group
Pennsylvania
-$4.44M -55,625 Closed
Allianz Asset Management
422
Allianz Asset Management
Germany
-$3.72M -46,630 Closed
FTUS
423
Flow Traders U.S.
New York
-$3.21M -40,190 Closed
SWA
424
Stratos Wealth Advisors
Ohio
-$2.86M -35,800 Closed
Renaissance Technologies
425
Renaissance Technologies
New York
-$2.75M -34,500 Closed

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.