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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
TFCP
501
Twin Focus Capital Partners
Massachusetts
-$317K -4,650 Closed
FA
502
Financial Advisors
Massachusetts
-$293K -4,300 Closed
KC
503
Kinloch Capital
Virginia
-$282K -4,135 Closed
PAM
504
PVG Asset Management
Colorado
-$257K -3,765 Closed
CFA
505
Camarda Financial Advisors
Florida
-$225K -3,295 Closed
SWM
506
SeaCrest Wealth Management
New York
-$205K -2,995 Closed
TAM
507
Townsend Asset Management
North Carolina
-$99K -1,450 Closed
RIA
508
Realta Investment Advisors
Delaware
-$81.6K -1,180 Closed
AGWCA
509
Annis Gardner Whiting Capital Advisors
Florida
-$36.9K -540 Closed
MAWA
510
Moss Adams Wealth Advisors
Washington
-$22.5K -330 Closed
PC
511
Pecaut & Co
Iowa
-$19.1K -280 Closed
CSPIA
512
Cary Street Partners Investment Advisory
Virginia
-$17.1K -250 Closed
SSWM
513
Sheets Smith Wealth Management
North Carolina
-$17.1K -250 Closed
CCM
514
Chilton Capital Management
Texas
-$11.9K -175 Closed
LWA
515
Lowe Wealth Advisors
Maryland
-$11.9K -175 Closed
CFB
516
Cullen/Frost Bankers
Texas
-$8.53K -125 Closed
BWP
517
Baldwin Wealth Partners
Massachusetts
-$5.12K -75 Closed
CFGS
518
Concourse Financial Group Securities
Alabama
-$3.7K -50 Closed
SSG
519
Summit Securities Group
New York
+$370 +5 New
SAM
520
Smartleaf Asset Management
Massachusetts
+$1.85K +25 New

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.