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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$6.5M -$3.49M -41,840 -34%
NA
77
NewEdge Advisors
Louisiana
$6.17M +$144K +1,730 +2%
YAVAPFMC
78
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$6.06M
RAM
79
Riggs Asset Management
Pennsylvania
$6.01M +$220K +2,630 +4%
GIM
80
Goelzer Investment Management
Indiana
$5.93M -$135K -1,615 -2%
OAJ
81
Ogorek Anthony Joseph
New York
$5.84M -$377K -4,515 -6%
Lido Advisors
82
Lido Advisors
California
$5.72M +$371K +4,440 +7%
MAP
83
Milestone Advisory Partners
North Carolina
$5.37M -$58.5K -700 -1%
SA
84
SFI Advisors
New Jersey
$5.29M +$6.19M +74,090 New
FWM
85
Focused Wealth Management
New York
$5.21M +$6.68K +80 +0.1%
AAS
86
Avantax Advisory Services
Texas
$5.15M -$323K -3,870 -6%
MC
87
Mathes Company
New York
$5.13M -$41.8K -500 -0.8%
DGAM
88
Desjardins Global Asset Management
Quebec, Canada
$5.09M +$5.35M +64,015 New
SFBLI
89
Southern Farm Bureau Life Insurance
Mississippi
$4.84M
KL
90
KWMG LLC
Kansas
$4.57M -$41.3K -495 -0.9%
AIC
91
Ayalon Insurance Company
Israel
$4.48M +$201K +2,410 +4%
APS
92
American Planning Services
Florida
$4.11M +$4.31M +51,615 New
CA
93
Cetera Advisors
Colorado
$3.85M -$4.27M -51,145 -51%
Nomura Asset Management
94
Nomura Asset Management
Japan
$3.74M +$3.92M +47,000 New
SPC
95
Sigma Planning Corp
Michigan
$3.69M +$424K +5,080 +12%
CFA
96
Cahill Financial Advisors
Minnesota
$3.68M +$51.8K +620 +1%
VWM
97
Venturi Wealth Management
Texas
$3.57M +$2.09K +25 +0.1%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3.53M +$3.71M +44,400 New
MA
99
Mutual Advisors
Nebraska
$3.46M +$1.17M +14,015 +48%
OC
100
Oppenheimer & Co
New York
$3.43M -$2.34M -27,975 -39%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.