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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$595K -11,900 Closed
CMANY
402
Capital Management Associates (New York)
New York
-$550K -10,985 Closed
DWM
403
Dopkins Wealth Management
New York
-$543K -10,850 Closed
MFG
404
Merit Financial Group
Georgia
-$514K -10,285 Closed
DAM
405
Deltec Asset Management
New York
-$500K -10,000 Closed
HI
406
Harper Investing
California
-$500K -9,355 Closed
SFS
407
Security Financial Services
Indiana
-$432K -8,640 Closed
GT
408
Greenleaf Trust
Michigan
-$386K -7,725 Closed
WS
409
Wedbush Securities
California
-$370K -7,390 Closed
RIG
410
RiverFront Investment Group
Virginia
-$320K -6,400 Closed
AIP
411
Almanack Investment Partners
Pennsylvania
-$313K -6,260 Closed
WWM
412
Western Wealth Management
Colorado
-$300K -5,960 Closed
Northern Trust
413
Northern Trust
Illinois
-$280K -5,600 Closed
GAA
414
Global Assets Advisory
Florida
-$295K -5,510 Closed
SAM
415
Silphium Asset Management
United Kingdom
-$275K -5,500 Closed
TCM
416
Triumph Capital Management
Colorado
-$274K -5,480 Closed
OCM
417
One Capital Management
California
-$273K -5,475 Closed
LWAC
418
Laurel Wealth Advisors (California)
California
-$273K -5,465 Closed
PCS
419
Personal CFO Solutions
New Jersey
-$264K -5,280 Closed
LNC
420
Lincoln National Corp
Pennsylvania
-$241K -4,800 Closed
MS
421
Maven Securities
Jersey
-$226K -4,510 Closed
CAN
422
Claraphi Advisory Network
United States
-$218K -4,355 Closed
CWM
423
Cedar Wealth Management
California
-$211K -4,210 Closed
SWM
424
SeaCrest Wealth Management
New York
-$201K -4,010 Closed
SMA
425
Sage Mountain Advisors
Georgia
-$53K -1,050 Closed

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.