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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
AIP
501
Almanack Investment Partners
Pennsylvania
$202K +$200K +2,015 New
RPCA
502
Running Point Capital Advisors
California
$200K
HNW
503
High Note Wealth
Minnesota
$189K +$187K +1,885 New
BCWM
504
Bartlett & Co Wealth Management
Ohio
$187K -$7.93K -80 -4%
AT
505
Arlington Trust
Alabama
$186K
CFP
506
Comprehensive Financial Planning
Pennsylvania
$183K +$181K +1,825 New
GRP
507
Global Retirement Partners
California
$177K +$38.1K +385 +28%
GTAM
508
Global Trust Asset Management
Florida
$170K -$19.8K -200 -11%
SWC
509
Spectrum Wealth Counsel
Indiana
$154K -$595 -6 -0.4%
BPAMU
510
BTG Pactual Asset Management US
New York
$146K -$196K -1,978 -59%
GWM
511
Geneos Wealth Management
Colorado
$142K
CAS
512
Coppell Advisory Solutions
Texas
$119K -$12.6K -127 -10%
GM
513
GeoWealth Management
Illinois
$115K +$113K +1,145 New
HNB
514
Huntington National Bank
Ohio
$110K
WCM
515
Winthrop Capital Management
Indiana
$107K +$105K +1,060 New
FHA
516
First Horizon Advisors
Tennessee
$107K +$14.1K +142 +15%
FDW
517
Fourth Dimension Wealth
Ohio
$104K +$103K +1,039 New
FFA
518
Founders Financial Alliance
North Carolina
$99.6K
MMCM
519
Murphy & Mullick Capital Management
New York
$96.8K +$95.8K +967 New
AWM
520
Avior Wealth Management
Nebraska
$96.6K
HC
521
Hurley Capital
New York
$90.8K +$88.7K +895 New
PMFA
522
Plante Moran Financial Advisors
Michigan
$90.6K
GWANC
523
Guardian Wealth Advisors (North Carolina)
North Carolina
$90.1K
CAL
524
Capital Analysts LLC
Pennsylvania
$88K +$33.4K +337 +63%
GEA
525
Glen Eagle Advisors
New Jersey
$86.1K

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.