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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
VWM
451
Venturi Wealth Management
Texas
$25.9K -$264K -3,075 -91%
AIC
452
Archer Investment Corporation
Indiana
$25.9K
PIS
453
POM Investment Strategies
North Carolina
$25.9K
BWM
454
BigSur Wealth Management
Florida
$25.5K +$24.4K +285 New
MAM
455
Morse Asset Management
Connecticut
$24.6K +$23.6K +275 New
PK
456
Pflug Koory
Nebraska
$23.7K +$22.7K +265 New
GGI
457
Godsey & Gibb Inc
Virginia
$23.2K
NIC
458
Northwest Investment Counselors
Oregon
$21.9K +$21K +245 New
DWM
459
Darwin Wealth Management
Florida
$17.9K +$17.1K +200 New
BAM
460
Byrne Asset Management
New Jersey
$17K
FP
461
Financial Perspectives
Minnesota
$15.2K
Russell Investments Group
462
Russell Investments Group
United Kingdom
$13.7K -$600 -7 -4%
HGA
463
Hobbs Group Advisors
South Carolina
$12.5K
FIM
464
FWL Investment Management
Texas
$12.1K -$1.72K -20 -13%
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$11.2K
CT
466
Coastline Trust
Rhode Island
$11.2K +$10.7K +125 New
CWC
467
Carolinas Wealth Consulting
North Carolina
$10.5K
GI
468
GAMMA Investing
California
$10.3K
APC
469
Aspire Private Capital
North Carolina
$9.83K
RDFA
470
Ritter Daniher Financial Advisory
Ohio
$9.83K
Bessemer Group
471
Bessemer Group
New Jersey
$9K
JWA
472
JFS Wealth Advisors
Pennsylvania
$7.6K
BWL
473
Bogart Wealth LLC
Virginia
$7.15K -$1.72K -20 -20%
CPBTD
474
Central Pacific Bank - Trust Division
Hawaii
$5.9K
T
475
Tidemark
California
$4.92K

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.