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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
MWP
451
Moller Wealth Partners
$270K +$268K +2,700 New
GCP
452
GSA Capital Partners
United Kingdom
$266K +$263K +2,655 New
CF
453
Centaurus Financial
California
$265K -$44.4K -448 -14%
BIM
454
Bullseye Investment Management
Ohio
$259K -$336K -3,389 -57%
CWM
455
Copia Wealth Management
Oregon
$258K +$255K +2,578 New
HDIM
456
Hanson & Doremus Investment Management
Vermont
$254K
SWM
457
SeaCrest Wealth Management
New York
$254K +$251K +2,533 New
SAM
458
Silvercrest Asset Management
New York
$253K
ESB
459
Essex Savings Bank
Connecticut
$253K
CPC
460
Cookson Peirce & Co
Pennsylvania
$251K +$249K +2,510 New
SWA
461
Stratos Wealth Advisors
Ohio
$251K +$248K +2,505 New
MC
462
Middleton & Co
Massachusetts
$250K
TCG
463
Transcendent Capital Group
Oklahoma
$250K
RSWM
464
Robertson Stephens Wealth Management
California
$250K -$46.3K -467 -16%
PIMG
465
Patriot Investment Management Group
Tennessee
$248K
AFG
466
ABLE Financial Group
Arizona
$247K +$1.58K +16 +0.7%
Twin Tree Management
467
Twin Tree Management
Texas
$247K +$6.24K +63 +3%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$246K +$123K +1,239 +101%
KC
469
Kadensa Capital
Hong Kong
$246K +$243K +2,454 New
CCB
470
Cutter & Co Brokerage
Missouri
$244K
CT
471
Colonial Trust
South Carolina
$243K
AIC
472
Ayalon Insurance Company
Israel
$243K
DWM
473
Diversify Wealth Management
Utah
$241K +$245K +2,477 New
P
474
&Partners
Tennessee
$239K +$234K +2,360 New
LSA
475
L & S Advisors
California
$239K +$236K +2,385 New

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.