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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
76
Sumitomo Mitsui Financial Group
Japan
$5.39M -$483K -7,035 -8%
NA
77
NewEdge Advisors
Louisiana
$5.33M -$26.4K -385 -0.5%
Lido Advisors
78
Lido Advisors
California
$5.23M +$265K +3,860 +5%
YAVAPFMC
79
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$5.17M
GIM
80
Goelzer Investment Management
Indiana
$4.9M -$249K -3,625 -5%
AWS
81
Atria Wealth Solutions
New York
$4.87M +$4.85M +70,555 New
FTUS
82
Flow Traders U.S.
New York
$4.83M +$4.81M +70,065 New
PCM
83
Pinz Capital Management
New York
$4.79M +$4.77M +69,500 New
FWM
84
Focused Wealth Management
New York
$4.75M +$236K +3,435 +5%
CWG
85
Cornerstone Wealth Group
North Carolina
$4.65M +$4.63M +67,380 New
Marshall Wace
86
Marshall Wace
United Kingdom
$4.6M +$4.58M +66,680 New
Wolverine Trading
87
Wolverine Trading
Illinois
$4.6M +$4.54M +66,160 New
ASN
88
Advisory Services Network
Georgia
$4.44M +$3.72M +54,225 +537%
MC
89
Mathes Company
New York
$4.35M -$99.6K -1,450 -2%
SCP
90
Silverleafe Capital Partners
Tennessee
$4.34M -$3.3M -48,060 -43%
Fisher Asset Management
91
Fisher Asset Management
Washington
$4.31M -$2.56M -37,275 -37%
CA
92
Cetera Advisors
Colorado
$4.22M +$874K +12,725 +26%
KL
93
KWMG LLC
Kansas
$4.16M +$191K +2,775 +5%
MAP
94
Milestone Advisory Partners
North Carolina
$4.03M -$626K -9,110 -13%
AAS
95
Avantax Advisory Services
Texas
$3.88M -$580K -8,450 -13%
AIC
96
Ayalon Insurance Company
Israel
$3.57M -$314K -4,575 -8%
OC
97
Oppenheimer & Co
New York
$3.24M +$267K +3,895 +9%
BBHC
98
Brown Brothers Harriman & Co
New York
$3.15M
SPC
99
Sigma Planning Corp
Michigan
$3.08M -$128K -1,870 -4%
OAJ
100
Ogorek Anthony Joseph
New York
$2.99M -$2.07M -30,075 -41%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.