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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

616 hedge funds and large institutions have $6.41B invested in iShares Expanded Tech-Software Sector ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 251 increasing their positions, 167 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
8.37%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.22%
New
86
Increased
251
Reduced
167
Closed
67
Calls
$854M
Puts
$221M
Net Calls
+$633M
Net Calls Change
+$101M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$244M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$137M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
5
Raymond James Financial
Raymond James Financial
Florida
+$111M

Top Sellers

1
CW
Curio Wealth
Maryland
-$3.29B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$188M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$55M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$43.4M
5
MMH
Menora Mivtachim Holdings
Israel
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
501
Geneos Wealth Management
Colorado
$180K +$53.8K +605 +43%
CVM
502
Cheviot Value Management
California
$179K +$179K +1,800 New
RPCA
503
Running Point Capital Advisors
California
$178K – – –
CCM
504
Coldstream Capital Management
Washington
$170K +$170K +1,915 New
AC
505
AlphaCore Capital
California
$168K +$168K +1,890 New
HNW
506
High Note Wealth
Minnesota
$168K – – –
BCWM
507
Bartlett & Co Wealth Management
Ohio
$166K – – –
AT
508
Arlington Trust
Alabama
$166K – – –
CFP
509
Comprehensive Financial Planning
Pennsylvania
$162K – – –
CA
510
CoreCap Advisors
Michigan
$159K +$83K +933 +110%
NS
511
NBC Securities
Alabama
$155K +$155K +1,749 +174,900%
FLP
512
Financial Life Planners
Arizona
$154K +$154K +1,726 New
Russell Investments Group
513
Russell Investments Group
United Kingdom
$151K +$132K +1,488 +726%
RIA
514
Realta Investment Advisors
Delaware
$124K +$70.7K +795 +134%
FHA
515
First Horizon Advisors
Tennessee
$108K +$13.5K +152 +14%
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K +$23.3K +262 +29%
IWA
517
Icon Wealth Advisors
Texas
$102K +$102K +1,144 New
FDW
518
Fourth Dimension Wealth
Ohio
$92.5K – – –
WCM
519
Winthrop Capital Management
Indiana
$90K -$4.46K -50 -5%
FFA
520
Founders Financial Alliance
North Carolina
$88.6K – – –
HNB
521
Huntington National Bank
Ohio
$88.5K -$110K – –
WSFS
522
Wilmington Savings Fund Society
Delaware
$83.3K +$60.1K +675 +259%
GTAM
523
Global Trust Asset Management
Florida
$83.2K -$67.6K -760 -45%
GEA
524
Glen Eagle Advisors
New Jersey
$81.2K +$4.63K +52 +6%
PMFA
525
Plante Moran Financial Advisors
Michigan
$80.5K – – –
19 20
21
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