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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SP Asset Management
California
$22.7M +$1.83M +26,680 +9%
NFC
27
Northeast Financial Consultants
Connecticut
$22.6M +$852K +12,410 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$22.2M +$7.39M +107,565 +50%
KC
29
Kepos Capital
New York
$20.9M +$20.8M +302,645 New
RJA
30
Raymond James & Associates
Florida
$20.8M -$2.58M -37,580 -11%
Hudson Bay Capital Management
31
Hudson Bay Capital Management
Connecticut
$20.5M +$20.4M +296,500 New
GAM
32
Gemmer Asset Management
California
$20M -$67.3K -980 -0.3%
Ameriprise
33
Ameriprise
Minnesota
$19M -$2.88M -41,965 -13%
STA
34
Summit Trail Advisors
New York
$16.9M -$20.7M -301,475 -55%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$16.4M -$24.4M -355,910 -60%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$15.2M -$230K -3,345 -1%
FMLI
37
Fukoku Mutual Life Insurance
Japan
$15.2M
Osaic Holdings
38
Osaic Holdings
Arizona
$14.7M -$703K -10,230 -5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$14.4M +$8.55M +124,525 +148%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$14.2M -$1.98M -28,760 -12%
WFA
41
Wellspring Financial Advisors
Ohio
$14M +$298K +4,345 +0.1%
AWM
42
Altus Wealth Management
Kentucky
$13.8M -$3.5M -51,000 -20%
ARAM
43
Ardmore Road Asset Management
New York
$13.8M +$13.7M +200,090 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$13.2M -$213K -3,100 -2%
RIG
45
RiverFront Investment Group
Virginia
$13M +$1.61M +23,475 +14%
WA
46
Whitebox Advisors
Minnesota
$12.6M +$12.5M +182,205 New
KHLMTHM
47
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$12.5M
FT
48
Fiduciary Trust
Massachusetts
$12.2M -$1.02M -14,840 -8%
PF
49
Phoenix Financial
Israel
$12.2M +$5.23M +76,180 +76%
MML Investors Services
50
MML Investors Services
Massachusetts
$12M -$357K -5,200 -3%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.