iShares Expanded Tech-Software Sector ETF
480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.
189% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 38
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
15% more capital invested
Capital invested by funds: $4.49B → $5.19B (+$693M)
15% more funds holding
Funds holding: 417 → 480 (+63)
11.86% more ownership
Funds ownership: 370.95% → 382.81% (+12%)
2% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 130
50% less call options, than puts
Call options by funds: $245M | Put options by funds: $489M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$373M |
| 2 |
Two Sigma Advisers
New York
|
+$65.1M |
| 3 |
JP Morgan Chase
New York
|
+$46.4M |
| 4 |
ARAM
Ardmore Road Asset Management
New York
|
+$22.2M |
| 5 |
CM
Churchill Management
Los Angeles,
California
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$231M |
| 2 |
Goldman Sachs
New York
|
-$126M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$85.3M |
| 4 |
Citigroup
New York
|
-$72.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$48.5M |
IGV Hedge Fund Activity: Q4 2023 in Review
480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.
- 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
- Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.
Based on aggregated 13F filings for Q4 2023.