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iShares Expanded Tech-Software Sector ETF

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: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Liberty Wealth Management
California
-$241K -3,015 Closed
PIMG
452
Patriot Investment Management Group
Tennessee
-$215K -2,700 Closed
SSCA
453
South Shore Capital Advisors
Massachusetts
-$215K -2,690 Closed
YWP
454
YorkBridge Wealth Partners
New York
-$206K -2,575 Closed
CG
455
Cutler Group
California
-$209K -2,500 Closed
MC
456
Middleton & Co
Massachusetts
-$200K -2,500 Closed
SFP
457
Sterling Financial Planning
New Jersey
-$184K -2,305 Closed
AWA
458
Arkadios Wealth Advisors
Georgia
-$159K -1,995 Closed
OFG
459
Oxford Financial Group
Indiana
-$150K -1,875 Closed
IF
460
Ironwood Financial
Arizona
-$134K -1,680 Closed
KPCM
461
Kings Point Capital Management
New York
-$79K -995 Closed
DTIM
462
Danda Trouve Investment Management
Kansas
-$55K -685 Closed
PWA
463
Phoenix Wealth Advisors
North Carolina
-$30K -375 Closed
GRP
464
Global Retirement Partners
California
-$23K -290 Closed
RE
465
RBC Europe
United Kingdom
-$16K -200 Closed
IWA
466
IBEX Wealth Advisors
New Jersey
-$16K -195 Closed
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$14K -175 Closed
TA
468
Tectonic Advisors
Texas
-$14K -175 Closed
APWA
469
Atlas Private Wealth Advisors
New Jersey
-$6K -75 Closed
PI
470
PEAK6 Investments
Illinois
-$418 -5 Closed

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.