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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
76
Ogorek Anthony Joseph
New York
$6.22M -$31.8K -390 -0.5%
GIM
77
Goelzer Investment Management
Indiana
$6.09M -$105K -1,290 -2%
NA
78
NewEdge Advisors
Louisiana
$6.05M +$100K +1,230 +2%
YAVAPFMC
79
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$6.02M +$6.16M +75,465 New
LCM
80
Landscape Capital Management
New Jersey
$5.99M
Marshall Wace
81
Marshall Wace
United Kingdom
$5.89M +$5.73M +70,265 +2,008%
RAM
82
Riggs Asset Management
Pennsylvania
$5.82M +$186K +2,285 +3%
OC
83
Oppenheimer & Co
New York
$5.67M -$409K -5,010 -7%
AAS
84
Avantax Advisory Services
Texas
$5.49M -$18.8K -230 -0.3%
MAP
85
Milestone Advisory Partners
North Carolina
$5.45M +$170K +2,085 +3%
Lido Advisors
86
Lido Advisors
California
$5.39M +$1.21M +14,845 +28%
GWM
87
Geneos Wealth Management
Colorado
$5.24M -$90.6K -1,110 -2%
FWM
88
Focused Wealth Management
New York
$5.22M -$165K -2,020 -3%
MC
89
Mathes Company
New York
$5.19M -$93.9K -1,150 -2%
SFBLI
90
Southern Farm Bureau Life Insurance
Mississippi
$4.86M +$4.97M +60,845 New
KL
91
KWMG LLC
Kansas
$4.63M +$33.1K +405 +0.7%
CCMG
92
Clark Capital Management Group
Pennsylvania
$4.44M +$1.08M +13,275 +31%
AIC
93
Ayalon Insurance Company
Israel
$4.36M +$955K +11,700 +28%
KFBMI
94
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.99M
Allianz Asset Management
95
Allianz Asset Management
Germany
$3.72M +$2.54M +31,180 +202%
CFA
96
Cahill Financial Advisors
Minnesota
$3.65M +$10.2K +125 +0.3%
VWM
97
Venturi Wealth Management
Texas
$3.58M +$1.79M +21,875 +95%
HI
98
Harbour Investments
Wisconsin
$3.51M +$1.16M +14,155 +47%
GFPC
99
Global Financial Private Client
Florida
$3.37M +$145K +1,780 +4%
SPC
100
Sigma Planning Corp
Michigan
$3.3M +$355K +4,345 +12%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.