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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+37
Holders Change %
+10%
% of All Funds
6.42%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
104
Reduced
124
Closed
39
Calls
$144M
Puts
$148M
Net Calls
-$4.22M
Net Calls Change
+$14.5M

Top Buyers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$104M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$208M
3
Morgan Stanley
3
Morgan Stanley
New York
$535M
4
LPL Financial
4
LPL Financial
California
$55.4M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$115M
2
EWA
2
EP Wealth Advisors
California
$626K
3
Goldman Sachs
3
Goldman Sachs
New York
$214M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
UBS Group
5
UBS Group
Switzerland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$4.44M -$2.08K -30 -0%
MC
77
Mathes Company
New York
$4.36M +$4.36M +62,975 New
RSWM
78
Robertson Stephens Wealth Management
California
$4.18M +$3.3M +47,650 +373%
RAM
79
Riggs Asset Management
Pennsylvania
$3.96M +$3.96M +57,310 New
Truist Financial
80
Truist Financial
North Carolina
$3.87M -$255K -3,680 -6%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$3.8M -$527K -7,615 -12%
GWSG
82
GPS Wealth Strategies Group
Colorado
$3.8M -$308K -4,445 -7%
LBC
83
Lowe Brockenbrough & Co
Virginia
$3.7M +$83K +1,200 +2%
YAVAPFMC
84
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.45M – – –
CIBC World Market
85
CIBC World Market
Ontario, Canada
$3.34M +$3.34M +48,205 New
JE
86
JMAC Enterprises
Pennsylvania
$3.08M +$61.2K +885 +2%
STA
87
Summit Trail Advisors
New York
$3.06M -$554K -8,005 -15%
MAP
88
Milestone Advisory Partners
North Carolina
$3.02M +$249K +3,595 +9%
AIC
89
Ayalon Insurance Company
Israel
$2.92M -$2.61M -37,715 -47%
VFM
90
Valley Financial Management
New York
$2.88M -$61.9K -895 -2%
T
91
TRUADVICE
Florida
$2.75M +$2.75M +40,260 New
CDH
92
Charles D. Hyman
$2.72M – – –
AWM
93
AE Wealth Management
Kansas
$2.7M +$364K +5,260 +16%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2.68M +$142K +2,050 +6%
SPC
95
Sigma Planning Corp
Michigan
$2.55M +$101K +1,455 +4%
RA
96
Rockingstone Advisors
Massachusetts
$2.5M +$17.6K +255 +0.7%
AAS
97
Avantax Advisory Services
Texas
$2.43M -$3.11K -45 -0.1%
SSA
98
Schonfeld Strategic Advisors
New York
$2.42M +$2.42M +35,000 New
UCFA
99
United Capital Financial Advisors
Texas
$2.4M -$141K -2,040 -6%
GCP
100
GSA Capital Partners
United Kingdom
$2.38M +$2.38M +34,430 New
2 3
4
5 6