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iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
76
Flow Traders U.S.
New York
$6.08M +$5.54M +74,920 New
FWM
77
Focused Wealth Management
New York
$5.97M -$282K -3,810 -5%
KL
78
KWMG LLC
Kansas
$5.97M -$250K -3,380 -4%
AWS
79
Atria Wealth Solutions
New York
$5.95M -$357K -4,825 -6%
CG
80
Cutler Group
California
$5.94M +$4.46M +60,250 +463%
NFG
81
Norris Financial Group
South Carolina
$5.81M +$1.12M +15,170 +27%
CA
82
Cetera Advisors
Colorado
$5.81M -$1.69M -22,825 -24%
WFA
83
Wellspring Financial Advisors
Ohio
$5.5M -$280K -3,780 -0.1%
FTS
84
Fifth Third Securities
Ohio
$5.45M -$199K -2,690 -4%
LBC
85
Lowe Brockenbrough & Co
Virginia
$5.24M +$731K +9,880 +18%
SA
86
SFI Advisors
New Jersey
$5.14M -$153K -2,065 -3%
MC
87
Mathes Company
New York
$5.11M
SWC
88
Spectrum Wealth Counsel
Indiana
$5.1M +$4.65M +62,810 New
SAS
89
SMI Advisory Services
Indiana
$5.09M +$621K +8,390 +16%
ACM
90
Arlington Capital Management
Illinois
$4.59M +$4.19M +56,635 New
IMC Chicago
91
IMC Chicago
Illinois
$4.48M +$4.08M +55,165 New
SMFG
92
Sumitomo Mitsui Financial Group
Japan
$4.42M +$214K +2,890 +6%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$4.41M +$664K +8,980 +20%
Truist Financial
94
Truist Financial
North Carolina
$4.36M -$228K -3,080 -5%
WDL
95
Well Done LLC
Michigan
$4.21M -$262K -3,540 -6%
YAVAPFMC
96
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.08M
HIC
97
Holderness Investments Company
North Carolina
$4.07M +$3.71M +50,145 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$3.94M -$1.27M -17,205 -26%
Wolverine Trading
99
Wolverine Trading
Illinois
$3.92M +$3.29M +44,510 +1,155%
NA
100
NewEdge Advisors
Louisiana
$3.9M -$4.8M -64,935 -57%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.