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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MKP Capital Management
New York
$24.3M +$25.5M +305,000 New
GAM
27
Gemmer Asset Management
California
$23.1M
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$22.3M -$2.36M -28,285 -9%
VC
29
Vestor Capital
Illinois
$22M +$9.34M +111,805 +68%
SAM
30
SP Asset Management
California
$21.6M +$7.76M +92,945 +44%
Jane Street
31
Jane Street
New York
$21M +$21.7M +259,330 +5,854%
AWM
32
Altus Wealth Management
Kentucky
$20M +$242K +2,900 +1%
HF
33
HRT Financial
New York
$19.9M +$20.9M +250,400 New
AHSSHC
34
Adventist Health System Sunbelt Healthcare Corp
Florida
$19.2M -$271K -3,250 -1%
FCM
35
Fortis Capital Management
Washington
$18.7M +$19.6M +235,000 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$18.6M -$749K -8,965 -4%
Osaic Holdings
37
Osaic Holdings
Arizona
$17.8M -$5.9M -70,630 -24%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$17.8M +$204K +2,445 +1%
FMLI
39
Fukoku Mutual Life Insurance
Japan
$17.5M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$17.1M -$276K -3,310 -2%
Millennium Management
41
Millennium Management
New York
$16.7M +$1.41M +16,905 +9%
WFA
42
Wellspring Financial Advisors
Ohio
$15.6M -$16.8M -200,895 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$15.5M -$249K -2,985 -2%
FT
44
Fiduciary Trust
Massachusetts
$15.3M -$290K -3,470 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$14.8M -$2.25M -26,910 -13%
KHLMTHM
46
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.5M
MML Investors Services
47
MML Investors Services
Massachusetts
$14.3M -$588K -7,040 -4%
KCM
48
Karp Capital Management
California
$13.5M +$612K +7,325 +5%
RIG
49
RiverFront Investment Group
Virginia
$13.1M +$1.54M +18,470 +13%
Stifel Financial
50
Stifel Financial
Missouri
$12.6M +$724K +8,665 +6%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.