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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
26
Main Management
California
$47.6M +$227K +2,294 +0.5%
Ameriprise
27
Ameriprise
Minnesota
$46.7M +$3.41M +34,456 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$44.7M +$3.2M +32,261 +8%
Stifel Financial
29
Stifel Financial
Missouri
$41.1M +$4.81M +48,509 +13%
SAM
30
SP Asset Management
California
$40.8M +$2.32M +23,456 +6%
MML Investors Services
31
MML Investors Services
Massachusetts
$36.4M +$2.63M +26,525 +8%
Osaic Holdings
32
Osaic Holdings
Arizona
$35.8M +$2.09M +21,090 +6%
NFC
33
Northeast Financial Consultants
Connecticut
$33M +$180K +1,815 +0.6%
Citigroup
34
Citigroup
New York
$31.3M -$199M -2,012,182 -87%
NSLI
35
Nan Shan Life Insurance
Taiwan
$30.6M +$24.1M +243,053 +389%
WFA
36
Wellspring Financial Advisors
Ohio
$29.2M +$6.49M +65,458 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$28.5M +$9.81M +98,990 +53%
CM
38
Churchill Management
California
$23.7M -$550K -5,551 -2%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.4M -$2.02M -20,384 -9%
Barclays
40
Barclays
United Kingdom
$19.8M +$18.6M +187,820 +1,862%
CAG
41
Crestwood Advisors Group
Massachusetts
$19.4M -$96.1K -970 -0.5%
SFI
42
SPC Financial Inc
Maryland
$18.8M +$373K +3,766 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$18.8M +$5.37M +54,220 +41%
Victory Capital Management
44
Victory Capital Management
Texas
$17.3M +$17.1M +172,836 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$17.2M +$386K +3,898 +2%
VVP
46
Venture Visionary Partners
Ohio
$17M +$700K +7,064 +4%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$16.1M -$116K -1,174 -0.7%
NCM
48
Noesis Capital Mangement
Florida
$15.2M +$229K +2,307 +2%
B
49
Barings
North Carolina
$14.8M +$14.7M +147,859 New
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$14.7M +$4.91M +49,600 +51%

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.