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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$23.5M +$5.76M +70,580 +32%
GAM
27
Gemmer Asset Management
California
$23.2M -$1.63K -20 -0%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$22.6M +$20.1M +246,050 +665%
AWM
29
Altus Wealth Management
Kentucky
$19.8M +$1.16M +14,190 +6%
AHSSHC
30
Adventist Health System Sunbelt Healthcare Corp
Florida
$19.5M +$20M +244,500 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$19.4M -$78.3K -960 -0.4%
SAM
32
SP Asset Management
California
$18.1M +$482K +5,905 +3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$17.6M -$10.1M -123,345 -36%
FMLI
34
Fukoku Mutual Life Insurance
Japan
$17.6M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$17.4M +$282K +3,450 +2%
HighTower Advisors
36
HighTower Advisors
Illinois
$17M -$2.19M -26,845 -11%
MWM
37
MinichMacGregor Wealth Management
New York
$16.8M +$2.46M +30,140 +17%
Barclays
38
Barclays
United Kingdom
$16.4M -$1.33M -16,335 -7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$15.8M -$4.7M -57,630 -23%
FT
40
Fiduciary Trust
Massachusetts
$15.6M -$100K -1,230 -0.6%
Millennium Management
41
Millennium Management
New York
$15.5M +$9.75M +119,440 +161%
WFA
42
Wellspring Financial Advisors
Ohio
$15.4M +$564M +6,910,125 +3,892%
GG
43
Greenwood Gearhart
Arkansas
$15.3M +$708K +8,675 +5%
MML Investors Services
44
MML Investors Services
Massachusetts
$14.9M +$5.96M +72,980 +64%
KHLMTHM
45
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.6M
NCM
46
Noesis Capital Mangement
Florida
$13.7M -$40.4K -495 -0.3%
VC
47
Vestor Capital
Illinois
$13.1M +$84.9K +1,040 +0.6%
KCM
48
Karp Capital Management
California
$13M +$475K +5,825 +4%
Truist Financial
49
Truist Financial
North Carolina
$12.7M -$44.9K -550 -0.3%
TRCT
50
Tower Research Capital (TRC)
New York
$12.1M -$3.12M -38,170 -20%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.