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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
51
L & S Advisors
California
$12.2M +$9.41M +129,750 +487%
FA
52
Financial Advantage
Maryland
$11.8M -$306K -4,225 -3%
Stifel Financial
53
Stifel Financial
Missouri
$11.5M -$1.34M -18,425 -11%
PPA
54
Parametric Portfolio Associates
Washington
$9.19M -$1.98M -27,335 -19%
MML Investors Services
55
MML Investors Services
Massachusetts
$8.88M -$112K -1,550 -1%
MSWM
56
Mader & Shannon Wealth Management
Missouri
$8.6M +$8M +110,290 New
DADC
57
D.A. Davidson & Co
Montana
$8.18M +$319K +4,400 +4%
MCM
58
McMillion Capital Management
North Carolina
$7.5M -$251K -3,460 -3%
APA
59
Allegiant Private Advisors
Florida
$7.49M +$275K +3,800 +4%
RCS
60
Retirement Capital Strategies
California
$7.23M +$4.68M +64,555 +229%
CAN
61
Cetera Advisor Networks
California
$7.03M +$5.39M +74,315 +472%
LBC
62
Lowe Brockenbrough & Co
Virginia
$7.02M +$309K +4,260 +5%
CG
63
Colony Group
Massachusetts
$6.86M +$94.2K +1,300 +2%
MM
64
Main Management
California
$6.78M
PF
65
Phoenix Financial
Israel
$6.77M -$4.43M -61,160 -41%
KNW
66
Kesler Norman & Wride
Utah
$6.74M -$1.12M -15,475 -16%
BHB
67
Bank Hapoalim BM
Israel
$6.6M -$1.07M -14,725 -15%
Simplex Trading
68
Simplex Trading
Illinois
$6.58M -$1.1M -15,135 -15%
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$6.57M +$5.36M +74,000 +2,313%
SCP
70
Silverleafe Capital Partners
Tennessee
$6.39M +$402K +5,545 +7%
SMFG
71
Sumitomo Mitsui Financial Group
Japan
$6.32M -$32.3K -445 -0.5%
EE
72
EWG Elevate
California
$6.19M +$11.2K +155 +0.2%
OAJ
73
Ogorek Anthony Joseph
New York
$6.11M -$31.2K -430 -0.5%
GIM
74
Goelzer Investment Management
Indiana
$6.05M -$170K -2,350 -3%
Fisher Asset Management
75
Fisher Asset Management
Washington
$6.01M -$1M -13,845 -15%

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.