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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
FEM
426
Fulcrum Equity Management
Texas
-$466K -5,855 Closed
CCA
427
Cadent Capital Advisors
Oklahoma
-$451K -5,675 Closed
CCB
428
Cutter & Co Brokerage
Missouri
-$420K -5,285 Closed
SFA
429
Sequoia Financial Advisors
Ohio
-$412K -5,185 Closed
IWM
430
IHT Wealth Management
Illinois
-$412K -5,180 Closed
PMG
431
ProVise Management Group
Florida
-$406K -5,105 Closed
FFN
432
Focus Financial Network
Minnesota
-$401K -5,045 Closed
LNC
433
Lincoln National Corp
Pennsylvania
-$394K -4,955 Closed
EWP
434
Engrave Wealth Partners
Texas
-$307K -3,855 Closed
RIA
435
Regal Investment Advisors
Michigan
-$303K -3,805 Closed
IFS
436
Ifrah Financial Services
Arkansas
-$289K -3,630 Closed
QC
437
QCM Cayman
Texas
-$288K -3,625 Closed
CW
438
CreativeOne Wealth
Kansas
-$264K -3,320 Closed
5L
439
55I LLC
Massachusetts
-$258K -3,240 Closed
SW
440
Signify Wealth
Missouri
-$245K -3,085 Closed
JCM
441
J2 Capital Management
Michigan
-$240K -3,015 Closed
AR
442
Apeiron RIA
Texas
-$232K -2,920 Closed
Squarepoint
443
Squarepoint
New York
-$232K -2,915 Closed
KTC
444
Kistler-Tiffany Companies
Pennsylvania
-$227K -2,860 Closed
MGIA
445
Matthew Goff Investment Advisor
Texas
-$219K -2,750 Closed
CS
446
Comerica Securities
Michigan
-$213K -2,680 Closed
VWA
447
V Wealth Advisors
Kansas
-$210K -2,650 Closed
SWM
448
SeaCrest Wealth Management
New York
-$210K -2,640 Closed
MBT
449
Montecito Bank & Trust
California
-$208K -2,615 Closed
SIM
450
Seaview Investment Managers
Florida
-$207K -2,600 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.