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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
CFGS
551
Concourse Financial Group Securities
Alabama
$47.9K
WB
552
Webster Bank
Connecticut
$45.1K
KSWA
553
Kathleen S. Wright Associates
Pennsylvania
$44.1K
BA
554
Bristlecone Advisors
Washington
$42.6K
EFG
555
Ethos Financial Group
Pennsylvania
$39.6K +$39.2K +396 New
EW
556
Element Wealth
Mississippi
$39.5K
TIM
557
Tortoise Investment Management
New York
$37.5K
RMC
558
Resources Management Corp
Connecticut
$35K
MAM
559
Morse Asset Management
Connecticut
$34.7K +$7.13K +72 +26%
AIM
560
Anchor Investment Management
South Carolina
$33.9K +$2.38K +24 +8%
KIM
561
Kestra Investment Management
Texas
$33.8K +$33.5K +338 New
WT
562
Whittier Trust
California
$32K
MHR
563
Matthew Hamilton Rosenberg
$32K +$31.7K +320 New
HHGA
564
Halbert Hargrove Global Advisors
California
$31.5K +$31.2K +315 New
MA
565
Montag & Associates
Georgia
$30K
AIC
566
Archer Investment Corporation
Indiana
$29K
PIS
567
POM Investment Strategies
North Carolina
$29K
VWM
568
Venturi Wealth Management
Texas
$29K
PS
569
Pinney & Scofield
Massachusetts
$28K +$27.7K +280 New
CSWG
570
Cardinal Strategic Wealth Guidance
Kentucky
$27.1K +$26.9K +271 New
PK
571
Pflug Koory
Nebraska
$26.5K
WSFS
572
Wilmington Savings Fund Society
Delaware
$26.1K +$25.9K +261 New
GGI
573
Godsey & Gibb Inc
Virginia
$26K
PSFG
574
Park Square Financial Group
Georgia
$25K +$24.8K +250 New
PGAM
575
Princeton Global Asset Management
New Jersey
$22.5K +$22.3K +225 New

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.