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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

480 hedge funds and large institutions have $4.42B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
73
Increased
134
Reduced
146
Closed
53
Calls
$123M
Puts
$194M
Net Calls
-$70.8M
Net Calls Change
+$57.1M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$553M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$43.5M
4
UBS Group
UBS Group
Switzerland
+$35.1M
5
WHGC
Wealth High Governance Capital
Brazil
+$26.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$722M
2
CI
Clal Insurance
Israel
-$155M
3
Goldman Sachs
Goldman Sachs
New York
-$148M
4
Bank of America
Bank of America
North Carolina
-$108M
5
Morgan Stanley
Morgan Stanley
New York
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Chicago Wealth Management
Illinois
$10.6M +$253K +2,914 +2%
MWM
52
MinichMacGregor Wealth Management
New York
$9.97M -$271K -3,119 -3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$9.72M +$145K +1,663 +2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$9.61M +$961K +11,055 +11%
Lido Advisors
55
Lido Advisors
California
$9.57M -$59.2K -681 -0.6%
Corient Private Wealth
56
Corient Private Wealth
Florida
$9.44M -$54.1K -623 -0.6%
BAAM
57
Baker Avenue Asset Management
California
$9.37M -$183K -2,101 -2%
JGC
58
J. Goldman & Co
New York
$9.33M +$8.43M +96,976 +936%
PWP
59
Principle Wealth Partners
Connecticut
$8.97M +$598K +6,885 +7%
ASN
60
Advisory Services Network
Georgia
$8.59M +$6.49M +74,674 +309%
QIM
61
Quantitative Investment Management
Virginia
$8.54M +$8.54M +98,278 New
NA
62
NewEdge Advisors
Louisiana
$8.5M +$4.36M +50,206 +105%
GAM
63
Gemmer Asset Management
California
$8.34M – – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$8.1M +$178K +2,051 +2%
AWM
65
Altus Wealth Management
Kentucky
$8.05M +$8.69K +100 +0.1%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$7.81M +$3.11M +35,809 +66%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$7.74M -$371K -4,264 -5%
DADC
68
D.A. Davidson & Co
Montana
$7.45M -$286K -3,296 -4%
Marshall Wace
69
Marshall Wace
United Kingdom
$6.57M +$6.57M +75,559 New
AHSSHC
70
Adventist Health System Sunbelt Healthcare Corp
Florida
$6.53M -$256K -2,950 -4%
CM
71
Crestline Management
Texas
$6.52M +$6.52M +75,000 New
SWA
72
SFMG Wealth Advisors
Texas
$6.2M -$22.2M -255,446 -78%
KL
73
KWMG LLC
Kansas
$6.2M -$102K -1,175 -2%
AAP
74
Ardsley Advisory Partners
Connecticut
$6.07M +$6.07M +70,000 New
PFS
75
Prospera Financial Services
Texas
$5.98M +$1.79M +20,599 +43%
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