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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
PF
51
Phoenix Financial
Israel
$7.31M -$120K -2,315 -2%
NCM
52
Noesis Capital Mangement
Florida
$7.3M -$114K -2,190 -2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$6.85M -$570K -11,005 -8%
RJA
54
Raymond James & Associates
Florida
$6.79M -$390K -7,530 -5%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.39M
JP Morgan Chase
56
JP Morgan Chase
New York
$6.26M +$715K +13,795 +13%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$5.97M +$111K +2,140 +2%
Jane Street
58
Jane Street
New York
$5.95M -$16.5M -318,300 -73%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$5.85M -$76.5K -1,475 -1%
Corient Private Wealth
60
Corient Private Wealth
Florida
$5.78M +$5.85M +112,945 New
KHLMTHM
61
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.74M
Mariner
62
Mariner
Kansas
$5.57M -$136K -2,630 -2%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$5.4M -$432K -8,340 -7%
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$5.28M +$4.95M +95,525 +1,262%
CCM
65
Cinctive Capital Management
New York
$5.13M -$35.7M -688,985 -87%
CA
66
Cetera Advisors
Colorado
$4.85M +$169K +3,255 +4%
DADC
67
D.A. Davidson & Co
Montana
$4.81M -$353K -6,820 -7%
GC
68
Grimes & Company
Massachusetts
$4.81M +$4.87M +94,015 New
IUHSA
69
Itau Unibanco Holding S.A.
Brazil
$4.71M +$4.76M +91,925 New
CG
70
Colony Group
Massachusetts
$4.71M +$486K +9,375 +11%
BAAM
71
Baker Avenue Asset Management
California
$4.69M -$819K -15,795 -15%
Lido Advisors
72
Lido Advisors
California
$4.51M +$215K +4,150 +5%
BC
73
Breakline Capital
New York
$4.46M +$457K +8,825 +11%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$4.44M +$210K +4,045 +5%
LBC
75
Lowe Brockenbrough & Co
Virginia
$4.28M +$16.6K +320 +0.4%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.