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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
426
Ring Mountain Capital
California
$309K +$305K +3,083 New
Brown Advisory
427
Brown Advisory
Maryland
$308K +$305K +3,078 New
CI
428
Ceera Investments
Texas
$306K
WIA
429
World Investment Advisors
California
$303K +$300K +3,027 New
GC
430
Gruss & Co
Florida
$300K
IWA
431
IBEX Wealth Advisors
New Jersey
$295K +$292K +2,947 New
HIS
432
Harvest Investment Services
Illinois
$294K -$5.45K -55 -2%
QCM
433
QRG Capital Management
Illinois
$294K +$291K +2,936 New
MKW
434
Mullaney, Keating & Wright
Connecticut
$294K +$99 +1 +0%
TPWA
435
TRUE Private Wealth Advisors
Oregon
$293K -$4.96K -50 -2%
TYCC
436
Texas Yale Capital Corp
Florida
$293K
PWM
437
Purus Wealth Management
California
$290K -$7.43K -75 -3%
SS
438
Sunbelt Securities
Texas
$289K +$46.1K +465 +19%
OWA
439
Outlook Wealth Advisors
Texas
$288K -$11.2K -113 -4%
Neuberger Berman Group
440
Neuberger Berman Group
New York
$284K +$281K +2,836 New
DWM
441
Drive Wealth Management
Utah
$283K +$45K +454 +19%
AIM
442
Advyzon Investment Management
Illinois
$283K +$280K +2,827 New
OAJ
443
Ogorek Anthony Joseph
New York
$282K -$26.9K -271 -9%
CAM
444
Clark Asset Management
New Hampshire
$280K
GIA
445
Gladstone Institutional Advisory
Florida
$279K +$276K +2,787 New
BFG
446
Beacon Financial Group
Texas
$278K +$275K +2,780 New
CPA
447
Clear Point Advisors
New York
$275K +$273K +2,750 New
GC
448
Garde Capital
Washington
$274K
DWM
449
Dakota Wealth Management
Florida
$273K
FWM
450
Foguth Wealth Management
Michigan
$271K +$18.9K +191 +8%

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.