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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$9.35M -$430K -5,017 -4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$8.82M -$1.02M -11,871 -11%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$8.77M +$708K +8,253 +9%
Bank of Nova Scotia
54
Bank of Nova Scotia
Ontario, Canada
$8.7M +$8.35M +97,350 New
GS
55
GTS Securities
New York
$8.68M +$5.43M +63,295 +187%
GAM
56
Gemmer Asset Management
California
$8.64M +$63.3K +738 +0.8%
ASN
57
Advisory Services Network
Georgia
$8.59M
PWP
58
Principle Wealth Partners
Connecticut
$8.59M -$611K -7,125 -7%
GC
59
Gillson Capital
Illinois
$8.35M -$7.21M -84,100 -47%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$8.25M +$7.92M +92,356 New
AWM
61
Altus Wealth Management
Kentucky
$8.22M -$58.8K -686 -0.7%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$7.91M -$46K -537 -0.6%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$7.91M -$401K -4,678 -5%
NA
64
NewEdge Advisors
Louisiana
$7.77M -$933K -10,879 -11%
DADC
65
D.A. Davidson & Co
Montana
$7.68M +$11.8K +138 +0.2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$7.3M +$5.71M +66,596 +443%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$7.02M -$6.58M -76,729 -49%
Citadel Advisors
68
Citadel Advisors
Florida
$6.91M -$3.88M -45,239 -37%
CM
69
Crestline Management
Texas
$6.7M
PFS
70
Prospera Financial Services
Texas
$6.68M +$507K +5,918 +9%
SA
71
Sanctuary Advisors
Indiana
$6.47M +$3.33M +38,866 +175%
KL
72
KWMG LLC
Kansas
$6.36M -$17.1K -200 -0.3%
LBC
73
Lowe Brockenbrough & Co
Virginia
$6.17M +$1.05M +12,240 +22%
MC
74
Mathes Company
New York
$6.08M +$77.2K +900 +1%
WANY
75
Wealthspire Advisors (New York)
New York
$5.82M

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.