iShares Expanded Tech-Software Sector ETF
412 hedge funds and large institutions have $4.23B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 105 increasing their positions, 125 reducing their positions, and 39 closing their positions.
103% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 39
10% more funds holding
Funds holding: 374 → 412 (+38)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
5% more capital invested
Capital invested by funds: $4.04B → $4.23B (+$188M)
3% less call options, than puts
Call options by funds: $144M | Put options by funds: $148M
16% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 125
101.82% less ownership
Funds ownership: 471.75% → 369.92% (-102%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$91.7M |
| 2 |
JP Morgan Chase
New York
|
+$91.3M |
| 3 |
Morgan Stanley
New York
|
+$44.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$25M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$755M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$94.7M |
| 3 |
Goldman Sachs
New York
|
-$72.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$71.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$56.6M |
IGV Hedge Fund Activity: Q2 2023 in Review
412 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2023, worth a combined $4.23B — up 4.7% from $4.04B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IGV positions and 39 closed out — a net gain of 40 holders — while 105 added to existing stakes and 125 trimmed.
The largest buyer was Sumitomo Mitsui Financial Group, adding an estimated $91.7M. The largest seller was EP Wealth Advisors, cutting an estimated $755M.
- 412 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2023, up from 374 in Q1 2023.
- Funds reported $4.23B of iShares Expanded Tech-Software Sector ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
- 79 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2023 and 39 closed out, a net change of +40 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2023 was Sumitomo Mitsui Financial Group, an estimated $91.7M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $755M sold.
Based on aggregated 13F filings for Q2 2023.