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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$22.6M +$9.47M +130,685 +82%
GWSG
27
GPS Wealth Strategies Group
Colorado
$22.2M +$1.67M +23,030 +9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$19.9M -$8.83M -121,735 -32%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$19.1M -$7.25K -100 -0%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.7M -$522K -7,205 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$18.6M +$2.39M +32,940 +16%
AWM
32
Altus Wealth Management
Kentucky
$18.3M +$195K +2,690 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$17.4M -$494K -6,815 -3%
Barclays
34
Barclays
United Kingdom
$17.3M +$9.04M +124,705 +128%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$17.2M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$16.7M +$820K +11,315 +6%
SAM
37
SP Asset Management
California
$16.4M +$2.89M +39,815 +24%
FT
38
Fiduciary Trust
Massachusetts
$15.3M -$408K -5,625 -3%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$15.1M +$14.1M +193,905 New
TRCT
40
Tower Research Capital (TRC)
New York
$14.8M +$3.25M +44,855 +31%
GG
41
Greenwood Gearhart
Arkansas
$14.3M +$636K +8,775 +5%
KHLMTHM
42
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.2M +$8.86M +122,250 +203%
MWM
43
MinichMacGregor Wealth Management
New York
$14.1M -$1.59M -21,930 -11%
WFA
44
Wellspring Financial Advisors
Ohio
$13.8M +$11.5M +158,580 +836%
NCM
45
Noesis Capital Mangement
Florida
$13.4M +$84.8K +1,170 +0.7%
HF
46
HRT Financial
New York
$13.1M -$19M -261,660 -61%
VC
47
Vestor Capital
Illinois
$12.8M +$148K +2,035 +1%
Truist Financial
48
Truist Financial
North Carolina
$12.5M -$3.71M -51,110 -24%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$12.4M +$11.5M +158,710 New
KCM
50
Karp Capital Management
California
$12.2M +$795K +10,965 +8%

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.