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iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
$10.3M -$5.03M -67,960 -35%
MWM
52
MinichMacGregor Wealth Management
New York
$10.3M -$633K -8,550 -6%
BHB
53
Bank Hapoalim BM
Israel
$10.1M -$98.8K -1,335 -1%
Millennium Management
54
Millennium Management
New York
$10M -$16.8M -226,955 -65%
CWM
55
Chicago Wealth Management
Illinois
$9.61M -$54K -730 -0.6%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.36M +$1.06M +14,285 +14%
3F
57
360 Financial
Minnesota
$9.35M +$8.3M +112,235 +3,686%
NSLI
58
Nan Shan Life Insurance
Taiwan
$9.3M +$8.48M +114,645 New
BAAM
59
Baker Avenue Asset Management
California
$8.99M +$119K +1,615 +1%
Corient Private Wealth
60
Corient Private Wealth
Florida
$8.71M -$32.2K -435 -0.4%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$8.66M -$330K -4,465 -4%
Lido Advisors
62
Lido Advisors
California
$8.51M +$649K +8,770 +9%
HF
63
HRT Financial
New York
$8.36M +$7.62M +103,045 New
TRCT
64
Tower Research Capital (TRC)
New York
$8.23M +$7.01M +94,700 +1,408%
PF
65
Phoenix Financial
Israel
$8.22M +$2.48M +33,480 +49%
CCMG
66
Clark Capital Management Group
Pennsylvania
$8.06M +$1.07M +14,500 +17%
PWP
67
Principle Wealth Partners
Connecticut
$8.02M +$929K +12,560 +15%
GAM
68
Gemmer Asset Management
California
$7.9M +$2.17M +29,300 +43%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7.85M -$549K -7,425 -7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$7.53M +$67.7K +915 +1%
AWM
71
Altus Wealth Management
Kentucky
$7.48M +$101K +1,365 +2%
DADC
72
D.A. Davidson & Co
Montana
$7.19M -$248K -3,350 -4%
CAN
73
Cetera Advisor Networks
California
$6.92M +$330K +4,460 +6%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$6.39M +$5.83M +78,795 New
KHLMTHM
75
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.31M -$2.5M -33,780 -30%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.