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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
EE
451
EWG Elevate
California
-$206K -2,590 Closed
SAM
452
Silvercrest Asset Management
New York
-$201K -2,525 Closed
CF
453
Centaurus Financial
California
-$134K -1,680 Closed
CWS
454
Confluence Wealth Services
Pennsylvania
-$113K -1,425 Closed
SBL
455
Sargent Bickham Lagudis
Colorado
-$87K -1,100 Closed
CA
456
CoreCap Advisors
Michigan
-$81K -1,015 Closed
SC
457
Shay Capital
New York
-$80K -1,000 Closed
FFC
458
Fure Financial Corporation
Minnesota
-$60K -760 Closed
DAM
459
Delta Asset Management
Tennessee
-$60K -750 Closed
DSC
460
Duncker Streett & Co
Missouri
-$60K -750 Closed
EWM
461
Elmwood Wealth Management
California
-$40K -500 Closed
AWA
462
Amplius Wealth Advisors
Pennsylvania
-$34K -440 Closed
MPCG
463
Matrix Private Capital Group
New York
-$32K -400 Closed
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
-$20K -250 Closed
RPCONE
465
Retirement Planning Company of New England
Rhode Island
-$19K -250 Closed
CCM
466
Chilton Capital Management
Texas
-$14K -175 Closed
SWM
467
Sugarloaf Wealth Management
Georgia
-$9.61K -140 Closed
AIM
468
AHL Investment Management
Florida
-$8K -105 Closed
CA
469
Cornerstone Advisory
Maryland
-$7K -90 Closed
EBA
470
Eagle Bay Advisors
New York
-$7K -80 Closed
BW
471
Bison Wealth
Georgia
-$4K -50 Closed
RWML
472
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$3.98K -50 Closed
IAG
473
Investmark Advisory Group
Connecticut
-$3K -45 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.