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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Churchill Management
California
$21.7M -$282K -3,289 -1%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.9M +$15.2M +176,853 +308%
WFA
28
Wellspring Financial Advisors
Ohio
$20.4M +$170K +1,982 +0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$18.6M -$1.7M -19,793 -9%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$17.8M +$17.1M +199,268 New
CAG
31
Crestwood Advisors Group
Massachusetts
$17.4M -$1.92M -22,366 -10%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$16.6M +$148K +1,728 +0.9%
SFI
33
SPC Financial Inc
Maryland
$16.5M -$179K -2,089 -1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$15M -$2.75M -32,039 -16%
VVP
35
Venture Visionary Partners
Ohio
$14.5M +$664K +7,748 +5%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$14.5M -$131K -1,532 -0.9%
NCM
37
Noesis Capital Mangement
Florida
$13.4M +$877K +10,235 +7%
FT
38
Fiduciary Trust
Massachusetts
$12.3M -$273K -3,186 -2%
Mariner
39
Mariner
Kansas
$12.1M +$7.8K +91 +0.1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.9M -$9.75M -113,717 -46%
HF
41
HRT Financial
New York
$11.7M +$11.2M +130,641 New
RJA
42
Raymond James & Associates
Florida
$11.5M -$645K -7,526 -6%
PF
43
Phoenix Financial
Israel
$11.3M -$526K -6,138 -5%
PE
44
Point72 Europe
United Kingdom
$10.6M +$10.2M +118,700 New
MWM
45
MinichMacGregor Wealth Management
New York
$10M -$205K -2,397 -2%
BHB
46
Bank Hapoalim BM
Israel
$9.93M -$1.2M -13,994 -11%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$9.93M -$79M -921,576 -89%
Corient Private Wealth
48
Corient Private Wealth
Florida
$9.87M +$155K +1,806 +2%
Lido Advisors
49
Lido Advisors
California
$9.84M -$6K -70 -0.1%
BAAM
50
Baker Avenue Asset Management
California
$9.73M +$86K +1,003 +0.9%

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.