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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
NS
401
NBC Securities
Alabama
$156K
IA
402
IFP Advisors
Florida
$152K +$46.6K +544 +47%
SWC
403
Spectrum Wealth Counsel
Indiana
$138K -$5.11M -59,615 -97%
GWM
404
Geneos Wealth Management
Colorado
$126K
GRP
405
Global Retirement Partners
California
$124K +$7.29K +85 +7%
AF
406
Allworth Financial
California
$119K +$8.57K +100 +8%
ACA
407
Aptus Capital Advisors
Alabama
$117K +$35.1K +410 +46%
HNB
408
Huntington National Bank
Ohio
$116K
CAS
409
Coppell Advisory Solutions
Texas
$116K -$9.86K -115 -8%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$114K -$65.6K -765 -39%
CPA
411
Capital Performance Advisors
California
$102K +$98.2K +1,145 New
FFA
412
Founders Financial Alliance
North Carolina
$88.9K -$6K -70 -7%
AWM
413
Avior Wealth Management
Nebraska
$86.2K -$64.3K -750 -44%
FHA
414
First Horizon Advisors
Tennessee
$82.7K
PMFA
415
Plante Moran Financial Advisors
Michigan
$80.9K
GWANC
416
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.4K
AssetMark Inc
417
AssetMark Inc
California
$79.8K +$257 +3 +0.3%
SWM
418
Spire Wealth Management
Virginia
$78.4K
CA
419
CoreCap Advisors
Michigan
$77.8K +$74.6K +870 New
GEA
420
Glen Eagle Advisors
New Jersey
$76.9K -$9K -105 -11%
CIAS
421
Capital Investment Advisory Services
North Carolina
$76.8K
FWP
422
FAS Wealth Partners
Kansas
$76K
CHA
423
Carmichael Hill & Associates
Maryland
$67.9K
CTC
424
Central Trust Company
Missouri
$58.1K
WSC
425
Wellington Shields & Co
New York
$58.1K

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.