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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+37
Holders Change %
+10%
% of All Funds
6.42%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
104
Reduced
124
Closed
39
Calls
$144M
Puts
$148M
Net Calls
-$4.22M
Net Calls Change
+$14.5M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$208M
3
Morgan Stanley
Morgan Stanley
New York
$535M
4
LPL Financial
LPL Financial
California
$55.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M
2
EWA
EP Wealth Advisors
California
$626K
3
Goldman Sachs
Goldman Sachs
New York
$214M
4
Bank of America
Bank of America
North Carolina
$199M
5
UBS Group
UBS Group
Switzerland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$7.63M -$159K -2,295 -2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$7.44M -$250K -3,620 -3%
Mariner
53
Mariner
Kansas
$7.27M -$388K -5,615 -5%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$7.17M -$41.9K -605 -0.6%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$7.12M -$64K -925 -0.9%
GIA
56
Gladstone Institutional Advisory
Florida
$6.91M +$6.91M +99,895 New
Jane Street
57
Jane Street
New York
$6.9M -$12.2M -176,245 -64%
CA
58
Cetera Advisors
Colorado
$6.42M +$75.8K +1,095 +1%
Lido Advisors
59
Lido Advisors
California
$6.36M +$506K +7,320 +9%
DADC
60
D.A. Davidson & Co
Montana
$6.35M -$127K -1,835 -2%
AWM
61
Altus Wealth Management
Kentucky
$6.08M -$67.1K -970 -1%
PWP
62
Principle Wealth Partners
Connecticut
$6M +$4.31M +62,335 +256%
NAG
63
Northstar Advisory Group
New Jersey
$5.78M +$161K +2,320 +3%
Walleye Trading
64
Walleye Trading
New York
$5.45M +$225K +3,250 +4%
Two Sigma Investments
65
Two Sigma Investments
New York
$5.4M +$5.4M +78,000 New
KL
66
KWMG LLC
Kansas
$5.34M +$195K +2,825 +4%
CG
67
Colony Group
Massachusetts
$5.24M -$127K -1,830 -2%
GAM
68
Gemmer Asset Management
California
$5.21M +$42.9K +620 +0.8%
AWS
69
Atria Wealth Solutions
New York
$5.15M -$190K -2,750 -4%
WFA
70
Wellspring Financial Advisors
Ohio
$5.12M -$2.23K -2,950 -0%
FWM
71
Focused Wealth Management
New York
$5.11M +$107K +1,550 +2%
SA
72
SFI Advisors
New Jersey
$4.77M -$370K -5,355 -7%
FTS
73
Fifth Third Securities
Ohio
$4.76M +$4.76M +68,790 New
PF
74
Phoenix Financial
Israel
$4.66M -$5.4M -78,005 -54%
MCM
75
McMillion Capital Management
North Carolina
$4.58M -$41.5K -600 -0.9%
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