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iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
26
Northeast Financial Consultants
Connecticut
$25.5M +$2.88M +38,975 +14%
HighTower Advisors
27
HighTower Advisors
Illinois
$25.5M -$184K -2,490 -0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$24.4M +$3.03M +41,015 +16%
ARAM
29
Ardmore Road Asset Management
New York
$24.3M +$22.2M +300,000 New
MM
30
Main Management
California
$23.4M -$3.82M -51,585 -15%
CM
31
Churchill Management
California
$22.6M +$20.6M +278,415 New
PCM
32
Price Capital Management
Louisiana
$22.5M +$20.5M +277,500 New
Stifel Financial
33
Stifel Financial
Missouri
$19.4M +$1.37M +18,530 +8%
KHLMVGHM
34
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18.9M -$5.47M -73,920 -24%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$18.6M +$12.8M +172,355 +303%
CAG
36
Crestwood Advisors Group
Massachusetts
$18.1M -$273K -3,690 -2%
Coatue Management
37
Coatue Management
New York
$16M +$14.6M +197,485 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$15.5M +$1.3M +17,545 +10%
Barclays
39
Barclays
United Kingdom
$13.7M +$11.9M +161,405 +2,121%
GF
40
Gimbal Financial
Indiana
$13.5M +$12.3M +166,305 New
RJA
41
Raymond James & Associates
Florida
$13.1M +$241K +3,260 +2%
AHSSHC
42
Adventist Health System Sunbelt Healthcare Corp
Florida
$12.6M -$4.05M -54,750 -26%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$3.91M +52,850 +52%
RAM
44
Riggs Asset Management
Pennsylvania
$12.2M +$4.26M +57,575 +62%
FT
45
Fiduciary Trust
Massachusetts
$12M -$497K -6,715 -4%
T2I
46
Turim 21 Investimentos
Brazil
$12M +$7.62M +103,010 +230%
Mariner
47
Mariner
Kansas
$11.6M +$3.1M +41,855 +41%
NCM
48
Noesis Capital Mangement
Florida
$11.2M -$91.4K -1,235 -0.9%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$10.6M +$9.69M +131,000 New
Fidelity International
50
Fidelity International
Bermuda
$10.6M -$1.08M -14,595 -10%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.