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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Financial Advantage
Maryland
$12M -$10.6K -130 -0.1%
Stifel Financial
52
Stifel Financial
Missouri
$11.9M +$104K +1,275 +0.9%
RIG
53
RiverFront Investment Group
Virginia
$11.6M -$20.2M -247,665 -63%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$11.1M +$8.06M +98,815 +246%
B
55
Barings
North Carolina
$10.6M +$5.72M +70,050 +111%
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$10.5M +$4.4M +53,950 +70%
PPA
57
Parametric Portfolio Associates
Washington
$9.87M +$474K +5,805 +5%
SCP
58
Silverleafe Capital Partners
Tennessee
$8.69M +$2.2M +26,980 +33%
BHB
59
Bank Hapoalim BM
Israel
$8.68M +$1.97M +24,105 +28%
DADC
60
D.A. Davidson & Co
Montana
$8.38M +$6.12K +75 +0.1%
CAN
61
Cetera Advisor Networks
California
$8.2M +$1.04M +12,710 +14%
Mariner
62
Mariner
Kansas
$8.17M +$8.35M +102,350 New
CA
63
Cetera Advisors
Colorado
$7.95M +$3.9M +47,740 +92%
GAMA
64
Graticule Asia Macro Advisors
New York
$7.53M +$7.7M +94,375 New
MCM
65
McMillion Capital Management
North Carolina
$7.3M -$381K -4,665 -5%
LBC
66
Lowe Brockenbrough & Co
Virginia
$7.21M +$26.5K +325 +0.4%
PF
67
Phoenix Financial
Israel
$7.21M +$284K +3,485 +4%
CG
68
Colony Group
Massachusetts
$7.02M
EE
69
EWG Elevate
California
$6.97M +$648K +7,935 +10%
KNW
70
Kesler Norman & Wride
Utah
$6.95M +$280K +3,430 +4%
MM
71
Main Management
California
$6.93M
SMFG
72
Sumitomo Mitsui Financial Group
Japan
$6.71M +$245K +3,000 +4%
RWP
73
RWA Wealth Partners
Massachusetts
$6.38M +$6.24M +76,485 +2,185%
Simplex Trading
74
Simplex Trading
Illinois
$6.31M -$285K -3,490 -4%
Fisher Asset Management
75
Fisher Asset Management
Washington
$6.31M +$162K +1,985 +3%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.