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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
EWA
476
EverSource Wealth Advisors
Alabama
$4.47K
SSB
477
Sandy Spring Bank
Maryland
$3.13K
PA
478
Pineridge Advisors
Missouri
$3.13K
GPFA
479
Game Plan Financial Advisors
Ohio
$2.68K
HRC
480
Hoertkorn Richard Charles
$2.68K +$2.57K +30 New
Toronto Dominion Bank
481
Toronto Dominion Bank
Ontario, Canada
$2.41K +$2.06K +24 +800%
SAM
482
Smartleaf Asset Management
Massachusetts
$2.23K
MFT
483
Moisand Fitzgerald Tamayo
Florida
$895
WBC
484
West Branch Capital
Massachusetts
$894
JIP
485
Jaffetilchin Investment Partners
Florida
$894 +$857 +10 New
WGS
486
Washington Growth Strategies
District of Columbia
$370 +$2.83K +33 New
HI
487
Horizon Investments
North Carolina
$268 +$257 +3 New
Wellington Management Group
488
Wellington Management Group
Massachusetts
-$60.1M -691,904 Closed
WHGC
489
Wealth High Governance Capital
Brazil
-$26.1M -300,000 Closed
PP
490
Prudential plc
United Kingdom
-$12.8M -147,000 Closed
LSA
491
L & S Advisors
California
-$12.5M -143,719 Closed
MCM
492
MKP Capital Management
New York
-$11.3M -130,000 Closed
CWM
493
Chicago Wealth Management
Illinois
-$10.6M -122,016 Closed
AAP
494
Ardsley Advisory Partners
Connecticut
-$6.07M -70,000 Closed
QC
495
Quadrature Capital
United Kingdom
-$5.96M -68,708 Closed
FF
496
Fluent Financial
Texas
-$5.37M -61,832 Closed
Capital Fund Management (CFM)
497
Capital Fund Management (CFM)
France
-$2.97M -34,640 Closed
VC
498
Vicus Capital
Pennsylvania
-$2.94M -33,796 Closed
GCM
499
Graham Capital Management
Connecticut
-$2.49M -28,633 Closed
IMC Chicago
500
IMC Chicago
Illinois
-$2.06M -23,653 Closed

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.