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iShares Expanded Tech-Software Sector ETF
IGV

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: 20 → 24 (+4)

7% more funds holding

Funds holding: 387 → 415 (+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

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$192M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$84.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$49.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$38M
5
MCM
MKP Capital Management
New York
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$861M
2
Morgan Stanley
Morgan Stanley
New York
-$260M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$227M
4
LIA
LBMC Investment Advisors
Tennessee
-$187M
5
JP Morgan Chase
JP Morgan Chase
New York
-$48.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GB
426
Gunma Bank
Japan
– -$2.4M -30,000 Closed
CI
427
CX Institutional
Indiana
– -$2.32M -29,090 Closed
CGA
428
Crescent Grove Advisors
Illinois
– -$1.46M -18,250 Closed
OCAM
429
Onex Canada Asset Management
Ontario, Canada
– -$1.39M -17,400 Closed
BCM
430
Brookstone Capital Management
Illinois
– -$1.35M -16,275 Closed
RSWM
431
Robertson Stephens Wealth Management
California
– -$1.29M -16,190 Closed
IWC
432
Integrated Wealth Concepts
Massachusetts
– -$1.29M -16,180 Closed
KJHP
433
K.J. Harrison & Partners
Ontario, Canada
– -$1.2M -15,000 Closed
ASFA
434
All Season Financial Advisors
Colorado
– -$1.1M -13,820 Closed
Deutsche Bank
435
Deutsche Bank
Germany
– -$848K -10,625 Closed
IF
436
Intrua Financial
Texas
– -$824K -9,565 Closed
GCP
437
GSA Capital Partners
United Kingdom
– -$711K -8,905 Closed
Wolverine Trading
438
Wolverine Trading
Illinois
– -$628K -7,870 Closed
SS
439
Sunbelt Securities
Texas
– -$606K -7,790 Closed
Parallax Volatility Advisers
440
Parallax Volatility Advisers
California
– -$552K -6,610 -100%
CIBC World Market
441
CIBC World Market
Ontario, Canada
– -$524K -6,565 Closed
JGC
442
J. Goldman & Co
New York
– -$514K -6,440 Closed
CB
443
Commerce Bank
Missouri
– -$391K -4,900 Closed
AWM
444
Activest Wealth Management
Florida
– -$389K -4,870 Closed
JF
445
Jump Financial
Illinois
– -$382K -4,790 Closed
ATC
446
Argent Trust Co
Tennessee
– -$350K -4,380 Closed
FNT
447
First National Trust
Pennsylvania
– -$326K -4,085 Closed
YIH
448
Y-Intercept (HK)
Hong Kong
– -$309K -3,865 Closed
TI
449
Trexquant Investment
Connecticut
– -$276K -3,460 Closed
CIC
450
Carnegie Investment Counsel
Ohio
– -$272K -3,405 Closed
15 16 17
18
19

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.