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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
26
Main Management
California
$15.9M +$11.6M +222,970 +255%
KHLMVGHM
27
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.8M
WHGC
28
Wealth High Governance Capital
Brazil
$15.4M +$15.5M +300,000 New
HighTower Advisors
29
HighTower Advisors
Illinois
$15M +$4.23M +81,620 +38%
Ameriprise
30
Ameriprise
Minnesota
$14M -$2.25M -43,360 -14%
CAG
31
Crestwood Advisors Group
Massachusetts
$13.5M +$10.3M +199,485 +306%
JGC
32
J. Goldman & Co
New York
$12M +$12.2M +234,945 New
Fidelity International
33
Fidelity International
Bermuda
$11.8M -$1.04M -20,040 -8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$11.2M -$5.08M -98,020 -31%
Stifel Financial
35
Stifel Financial
Missouri
$10.5M +$5.57M +107,450 +111%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$1.37M -26,495 -12%
AWM
37
Altus Wealth Management
Kentucky
$9.94M -$571K -11,025 -5%
Citadel Advisors
38
Citadel Advisors
Florida
$9.94M +$8.48M +163,630 +533%
AHSSHC
39
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.45M -$1.33M -25,670 -12%
FFM
40
FengHe Fund Management
Singapore
$9.03M +$9.15M +176,500 New
MML Investors Services
41
MML Investors Services
Massachusetts
$9.01M +$991K +19,125 +12%
FT
42
Fiduciary Trust
Massachusetts
$8.62M -$10.4K -200 -0.1%
HF
43
HRT Financial
New York
$8.61M -$13M -251,285 -60%
Osaic Holdings
44
Osaic Holdings
Arizona
$8.59M +$380K +7,335 +5%
GG
45
Greenwood Gearhart
Arkansas
$8.56M +$415K +8,015 +5%
PIMC
46
Praesidium Investment Management Company
New York
$8.53M +$8.64M +166,650 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.48M -$1.11M -21,410 -11%
FA
48
Financial Advantage
Maryland
$7.81M -$59.6K -1,150 -0.7%
FMLI
49
Fukoku Mutual Life Insurance
Japan
$7.68M
BHB
50
Bank Hapoalim BM
Israel
$7.66M -$534K -10,295 -6%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.