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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$14.1M +$548K +5,526 +4%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$14M +$4.72M +47,645 +52%
FT
53
Fiduciary Trust
Massachusetts
$13.7M -$88.3K -891 -0.6%
SA
54
Sanctuary Advisors
Indiana
$12.7M +$6.21M +62,683 +103%
Citadel Advisors
55
Citadel Advisors
Florida
$12.5M +$4.69M +47,313 +61%
Corient Private Wealth
56
Corient Private Wealth
Florida
$11.5M +$463K +4,669 +4%
PCP
57
Perbak Capital Partners
United Kingdom
$11.3M +$11.2M +112,679 New
GAM
58
Gemmer Asset Management
California
$11.2M +$1.53M +15,483 +16%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$1.3M +13,073 +13%
MWM
60
MinichMacGregor Wealth Management
New York
$11.1M -$171K -1,726 -2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$11M +$2.82M +28,468 +35%
BAAM
62
Baker Avenue Asset Management
California
$10.8M -$111K -1,125 -1%
SWP
63
Strategic Wealth Partners
Ohio
$10.7M +$9.91M +100,040 New
CWM
64
Chicago Wealth Management
Illinois
$10.6M +$10.5M +105,728 New
BHB
65
Bank Hapoalim BM
Israel
$10.6M -$554K -5,594 -5%
PFS
66
Prospera Financial Services
Texas
$10.2M +$2.65M +26,702 +36%
ASN
67
Advisory Services Network
Georgia
$10.1M +$246K +2,479 +3%
Lido Advisors
68
Lido Advisors
California
$9.73M -$1.28M -12,876 -12%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$9.6M +$8.1M +81,738 +577%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$9.41M +$540K +5,449 +6%
NA
71
NewEdge Advisors
Louisiana
$9.39M +$671K +6,774 +8%
AWM
72
Altus Wealth Management
Kentucky
$9.38M +$175K +1,769 +2%
PWP
73
Principle Wealth Partners
Connecticut
$9.3M -$318K -3,211 -3%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$9.23M +$361K +3,643 +4%
SI
75
Symmetry Investments
Jersey
$9.12M +$9.03M +91,100 New

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.