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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
Russell Investments Group
576
Russell Investments Group
United Kingdom
$20.5K +$5.15K +52 +34%
DWM
577
Darwin Wealth Management
Florida
$20K
HFS
578
Hopwood Financial Services
Virginia
$20K +$19.8K +200 New
NFSG
579
Newbridge Financial Services Group
Florida
$20K +$19.8K +200 New
BAM
580
Byrne Asset Management
New Jersey
$19K
FP
581
Financial Perspectives
Minnesota
$17K
SC
582
SouthState Corp
Florida
$14.1K +$14K +141 New
TSMHT
583
Thurston Springer Miller Herd & Titak
Indiana
$12.5K
CT
584
Coastline Trust
Rhode Island
$12.5K
CWC
585
Carolinas Wealth Consulting
North Carolina
$11.8K
IWM
586
IMG Wealth Management
Florida
$11.5K +$11.4K +115 New
GI
587
GAMMA Investing
California
$11.5K
FWA
588
Flagship Wealth Advisors
Massachusetts
$11.5K +$11.4K +115 New
GSWM
589
Golden State Wealth Management
California
$11.5K +$11.4K +115 New
RDFA
590
Ritter Daniher Financial Advisory
Ohio
$11K
FIM
591
FWL Investment Management
Texas
$10.5K -$2.97K -30 -22%
SIM
592
Synergy Investment Management
Florida
$10.5K +$10.4K +105 New
MLA
593
MB, Levis & Associates
Pennsylvania
$10K +$9.91K +100 New
NRG
594
Nemes Rush Group
Michigan
$9.61K +$9.51K +96 New
JWA
595
JFS Wealth Advisors
Pennsylvania
$8.51K
BWL
596
Bogart Wealth LLC
Virginia
$8.01K
EWA
597
EverSource Wealth Advisors
Alabama
$7.81K +$2.77K +28 +56%
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7.43K +75 New
CPBTD
599
Central Pacific Bank - Trust Division
Hawaii
$6.61K
LDB
600
Lee, Danner & Bass
Tennessee
$6.01K +$5.95K +60 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.