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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
76
Wolverine Trading
Illinois
$4.22M +$3.25M +62,610 +314%
WFA
77
Wellspring Financial Advisors
Ohio
$4.2M -$3.65M -70,325 -1%
AWS
78
Atria Wealth Solutions
New York
$4.2M -$442K -8,530 -9%
DA
79
Dash Acquisitions
California
$3.97M +$4.02M +77,560 New
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$3.88M -$6.94M -133,925 -64%
SA
81
SFI Advisors
New Jersey
$3.84M -$14K -270 -0.4%
MCM
82
McMillion Capital Management
North Carolina
$3.8M -$48.2K -930 -1%
FWM
83
Focused Wealth Management
New York
$3.77M +$137K +2,645 +4%
KL
84
KWMG LLC
Kansas
$3.72M +$147K +2,835 +4%
CAN
85
Cetera Advisor Networks
California
$3.48M -$1.86M -35,980 -35%
GWSG
86
GPS Wealth Strategies Group
Colorado
$3.45M -$2.38M -45,950 -41%
GAM
87
Gemmer Asset Management
California
$3.43M -$2.43M -46,935 -41%
AIC
88
Ayalon Insurance Company
Israel
$3.43M -$85.3K -1,645 -2%
Truist Financial
89
Truist Financial
North Carolina
$3.34M -$914K -17,630 -21%
TRCT
90
Tower Research Capital (TRC)
New York
$3.25M -$2.49M -48,040 -43%
MC
91
Mathes Company
New York
$3.22M -$13K -250 -0.4%
LCWP
92
Legacy Capital Wealth Partners
Arkansas
$3.07M +$3.11M +60,000 New
CG
93
Cutler Group
California
$3M +$1.65M +31,860 +119%
STA
94
Summit Trail Advisors
New York
$2.81M -$320K -6,170 -10%
CC
95
Carlson Capital
Texas
$2.75M +$2.78M +53,715 New
CS
96
Credit Suisse
Switzerland
$2.72M +$1.49M +28,840 +119%
SMFG
97
Sumitomo Mitsui Financial Group
Japan
$2.71M -$337K -6,500 -11%
YAVAPFMC
98
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.59M
CCM
99
Canal Capital Management
Virginia
$2.55M +$2.58M +49,825 New
B
100
Barings
North Carolina
$2.38M -$5.76M -111,205 -71%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.