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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

412 hedge funds and large institutions have $4.49B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
6.57%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
57
Increased
115
Reduced
125
Closed
46
Calls
$140M
Puts
$154M
Net Calls
-$13.7M
Net Calls Change
-$9.51M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$112M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$167M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$49M
4
Citigroup
Citigroup
New York
$121M
5
Bank of America
Bank of America
North Carolina
$232M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.52M
2
CS
Credit Suisse
Switzerland
$179M
3
Morgan Stanley
Morgan Stanley
New York
$478M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$229M
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$7.72M -$775K -11,355 -9%
KHLMTHM
52
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.65M – – –
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$7.59M -$432K -6,335 -5%
BAAM
54
Baker Avenue Asset Management
California
$7.45M -$79.5K -1,165 -1%
Corient Private Wealth
55
Corient Private Wealth
Florida
$7.36M +$21.2K +310 +0.3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$7.11M +$34.1K +500 +0.5%
Mariner
57
Mariner
Kansas
$6.92M -$253K -3,710 -4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$6.9M -$123K -1,805 -2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$6.89M +$6.21M +90,930 +914%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$6.75M +$6.75M +98,850 New
Lido Advisors
61
Lido Advisors
California
$6.56M +$289K +4,230 +5%
CA
62
Cetera Advisors
Colorado
$6.44M +$112K +1,640 +2%
RAM
63
Riggs Asset Management
Pennsylvania
$6.33M +$2.42M +35,445 +62%
FA
64
Financial Advantage
Maryland
$6.31M -$4.11M -60,230 -39%
DADC
65
D.A. Davidson & Co
Montana
$6.28M +$8.19K +120 +0.1%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$6.28M +$6.28M +91,960 New
AWM
67
Altus Wealth Management
Kentucky
$6.2M +$204K +2,990 +3%
PWP
68
Principle Wealth Partners
Connecticut
$5.89M -$29K -425 -0.5%
CCMG
69
Clark Capital Management Group
Pennsylvania
$5.79M +$5.79M +84,825 New
CAN
70
Cetera Advisor Networks
California
$5.52M +$1.14M +16,720 +26%
AWS
71
Atria Wealth Solutions
New York
$5.34M +$258K +3,785 +5%
FWM
72
Focused Wealth Management
New York
$5.29M +$245K +3,585 +5%
KL
73
KWMG LLC
Kansas
$5.25M -$17.4K -255 -0.3%
WFA
74
Wellspring Financial Advisors
Ohio
$5.1M +$358 +475 +0%
CG
75
Colony Group
Massachusetts
$5.09M -$76.8K -1,125 -1%
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