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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Financial Advantage
Maryland
$12M +$13.8K +165 +0.1%
NCM
52
Noesis Capital Mangement
Florida
$12M -$1.73M -20,660 -12%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$11.3M +$10.5M +126,135 +908%
Truist Financial
54
Truist Financial
North Carolina
$11.1M -$1.67M -19,950 -13%
MWM
55
MinichMacGregor Wealth Management
New York
$11M -$6.05M -72,420 -34%
GG
56
Greenwood Gearhart
Arkansas
$10.2M -$5.28M -63,265 -33%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$10.2M -$877K -10,500 -8%
BHB
58
Bank Hapoalim BM
Israel
$9.7M +$1.11M +13,240 +12%
B
59
Barings
North Carolina
$9.41M -$1.22M -14,585 -11%
CC
60
Cartenna Capital
Connecticut
$8.95M +$9.39M +112,500 New
SCP
61
Silverleafe Capital Partners
Tennessee
$8.82M +$172K +2,060 +2%
CAN
62
Cetera Advisor Networks
California
$8.44M +$282K +3,375 +3%
DADC
63
D.A. Davidson & Co
Montana
$8.36M +$11.7K +140 +0.1%
MFS
64
Mirabella Financial Services
United Kingdom
$8.24M +$8.65M +103,625 New
Mariner
65
Mariner
Kansas
$8.06M -$83.1K -995 -1%
PF
66
Phoenix Financial
Israel
$7.97M +$835K +10,000 +11%
Fisher Asset Management
67
Fisher Asset Management
Washington
$7.94M +$1.74M +20,800 +26%
LBC
68
Lowe Brockenbrough & Co
Virginia
$7.57M +$406K +4,865 +5%
KNW
69
Kesler Norman & Wride
Utah
$7.27M +$368K +4,410 +5%
MCM
70
McMillion Capital Management
North Carolina
$7.19M -$83.5K -1,000 -1%
CM
71
Caption Management
Oklahoma
$7.16M +$7.52M +90,000 New
CG
72
Colony Group
Massachusetts
$7.12M +$138K +1,650 +2%
MM
73
Main Management
California
$6.91M
SMFG
74
Sumitomo Mitsui Financial Group
Japan
$6.77M +$108K +1,290 +2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$6.71M -$16.6M -198,710 -70%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.