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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
NP
426
NorthRock Partners
Minnesota
$57.2K
CAM
427
Chesapeake Asset Management
New York
$55.9K
DAM
428
Delta Asset Management
Tennessee
$55.9K
IRC
429
Investors Research Corp
Georgia
$55.9K
RIA
430
Realta Investment Advisors
Delaware
$55.5K -$60K -700 -54%
AWM
431
Abound Wealth Management
Tennessee
$52.8K -$857 -10 -2%
AA
432
AlphaMark Advisors
Kentucky
$51K
AA
433
Addison Advisors
Vermont
$50.5K -$17.1K -200 -26%
CAL
434
Capital Analysts LLC
Pennsylvania
$48K
VNA
435
Valley National Advisers
Pennsylvania
$46K
MCM
436
Manchester Capital Management
Vermont
$44.7K
FFO
437
Fortitude Family Office
Arizona
$44.7K +$42.9K +500 New
CFGS
438
Concourse Financial Group Securities
Alabama
$41.1K
WB
439
Webster Bank
Connecticut
$40.2K
KSWA
440
Kathleen S. Wright Associates
Pennsylvania
$39.3K
BA
441
Bristlecone Advisors
Washington
$38K +$36.4K +425 New
EW
442
Element Wealth
Mississippi
$35.3K
TIM
443
Tortoise Investment Management
New York
$33.5K
RMC
444
Resources Management Corp
Connecticut
$31K
BTI
445
Blue Trust Inc
Georgia
$30K +$25.3K +295 +590%
BF
446
BOK Financial
Oklahoma
$29.1K +$28.3K +330 New
WT
447
Whittier Trust
California
$28.6K
AIM
448
Anchor Investment Management
South Carolina
$28.2K
MA
449
Montag & Associates
Georgia
$26.8K -$342K -3,995 -93%
HPC
450
HM Payson & Co
Maine
$26.4K

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.