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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
MWM
401
MinichMacGregor Wealth Management
New York
-$11M -137,910 Closed
B
402
Barings
North Carolina
-$9.41M -118,350 Closed
CC
403
Cartenna Capital
Connecticut
-$8.95M -112,500 Closed
CM
404
Caption Management
Oklahoma
-$7.16M -90,000 Closed
PPA
405
Parametric Portfolio Associates
Washington
-$6.5M -81,735 Closed
DGAM
406
Desjardins Global Asset Management
Quebec, Canada
-$5.09M -64,015 Closed
SFBLI
407
Southern Farm Bureau Life Insurance
Mississippi
-$4.84M -60,845 Closed
Fidelity International
408
Fidelity International
Bermuda
-$3.22M -40,435 Closed
RCP
409
Rothschild Capital Partners
New York
-$2.85M -35,780 Closed
MTWM
410
Masso Torrence Wealth Management
New Jersey
-$2.22M -27,870 Closed
WM
411
Westpark Management
Texas
-$1.99M -25,000 Closed
CPO
412
Cerity Partners OCIO
New York
-$1.69M -21,215 Closed
GI
413
Glovista Investments
New Jersey
-$1.59M -20,070 Closed
GDP
414
Great Diamond Partners
Maine
-$1.13M -14,185 Closed
NF
415
Nikulski Financial
Iowa
-$1.04M -13,100 Closed
TI
416
Tidal Investments
Wisconsin
-$943K -11,860 Closed
Neuberger Berman Group
417
Neuberger Berman Group
New York
-$924K -11,620 Closed
BCM
418
Beck Capital Management
Texas
-$905K -11,385 Closed
TCWM
419
Total Clarity Wealth Management
Illinois
-$905K -11,380 Closed
CPC
420
Cookson Peirce & Co
Pennsylvania
-$637K -8,005 Closed
SC
421
Scotia Capital
Ontario, Canada
-$563K -7,080 Closed
GCM
422
Goldstream Capital Management
Hong Kong
-$507K -6,380 Closed
PIM
423
Parker Investment Management
California
-$500K -6,285 Closed
TSS
424
Two Sigma Securities
New York
-$498K -6,265 Closed
KWA
425
Kellett Wealth Advisors
Ohio
-$477K -5,995 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.