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iShares Expanded Tech-Software Sector ETF

487 hedge funds and large institutions have $4.43B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 474487 (+13)

0.47% less ownership

Funds ownership: 67.75%67.28% (-0.47%)

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

11% less capital invested

Capital invested by funds: $4.96B → $4.43B (-$527M)

37% less call options, than puts

Call options by funds: $123M | Put options by funds: $194M

Holders
487
Holders Change
+13
Holders Change %
+2.74%
% of All Funds
7.03%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
74
Increased
134
Reduced
148
Closed
53
Calls
$123M
Puts
$194M
Net Calls
-$70.8M
Net Calls Change
+$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
501
One Capital Management
California
-$1.84M -21,595 Closed
BCM
502
Brookstone Capital Management
Illinois
-$1.56M -18,343 Closed
HAM
503
Harmony Asset Management
Arizona
-$1.51M -17,673 Closed
EDRH
504
Edmond de Rothschild Holding
Switzerland
-$1.19M -13,911 Closed
QT
505
Quantbot Technologies
New York
-$1.11M -13,000 Closed
PI
506
PEAK6 Investments
Illinois
-$1.07M -12,980 Closed
ES
507
Eagle Strategies
New York
-$981K -11,507 Closed
CMANY
508
Capital Management Associates (New York)
New York
-$938K -11,000 Closed
DF
509
Dunhill Financial
United Kingdom
-$814K -9,550 Closed
CAG
510
Csenge Advisory Group
Florida
-$764K -8,956 Closed
CAM
511
CenterStar Asset Management
Illinois
-$736K -8,620 Closed
UAS
512
United Asset Strategies
New York
-$715K -8,388 Closed
AL
513
Aspiriant LLC
California
-$560K -6,565 Closed
Brown Advisory
514
Brown Advisory
Maryland
-$517K -6,060 Closed
Pathstone Holdings
515
Pathstone Holdings
New Jersey
-$449K -5,270 Closed
CIS
516
Custom Index Systems
New York
-$444K -5,205 Closed
JHU
517
Johns Hopkins University
Maryland
-$426K -5,000 Closed
SAW
518
Signal Advisors Wealth
Michigan
-$370K -4,345 Closed
CCM
519
Coldstream Capital Management
Washington
-$324K -3,800 Closed
BAM
520
Belpointe Asset Management
Nevada
-$321K -3,768 Closed
MA
521
MONECO Advisors
Connecticut
-$320K -3,755 Closed
CAC
522
Cowen and Company
New York
-$320K -3,750 Closed
SFM
523
Signet Financial Management
New Jersey
-$286K -3,355 Closed
KWM
524
Kingsview Wealth Management
Oregon
-$258K -3,020 Closed
AGM
525
Alpine Global Management
New York
-$249K -2,924 Closed

IGV Hedge Fund Activity: Q2 2024 in Review

487 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2024, worth a combined $4.43B — down 11% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IGV positions and 53 closed out — a net gain of 21 holders — while 134 added to existing stakes and 148 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $523M. The largest seller was Fisher Asset Management, cutting an estimated $682M.

  • 487 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2024, up from 474 in Q1 2024.
  • Funds reported $4.43B of iShares Expanded Tech-Software Sector ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 74 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2024 was Varma Mutual Pension Insurance Co, an estimated $523M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2024 was Fisher Asset Management, an estimated $682M sold.

Based on aggregated 13F filings for Q2 2024.