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iShares Expanded Tech-Software Sector ETF

628 hedge funds and large institutions have $6.44B invested in iShares Expanded Tech-Software Sector ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $854M | Put options by funds: $221M

50% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 170

26% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 68

13% more capital invested

Capital invested by funds: $5.72B → $6.44B (+$724M)

4.98% more ownership

Funds ownership: 61.4%66.38% (+5%)

1% more funds holding

Funds holding: 620628 (+8)

27% less funds holding in top 10

Funds holding in top 10: 2216 (-6)

Holders
628
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
8.42%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
255
Reduced
170
Closed
68
Calls
$854M
Puts
$221M
Net Calls
+$633M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$8.3M -$64.3K -651 -0.7%
PWP
77
Principle Wealth Partners
Connecticut
$8.2M -$76.3K -773 -0.8%
AWM
78
Altus Wealth Management
Kentucky
$8.02M -$355K -3,593 -4%
KC
79
Kadensa Capital
Hong Kong
$7.98M +$8.62M +87,260 +3,556%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$7.98M -$617K -6,243 -7%
DADC
81
D.A. Davidson & Co
Montana
$7.92M +$262K +2,655 +3%
VU
82
Valence8 US
Massachusetts
$7.8M +$967K +9,787 +13%
SCP
83
Silverleafe Capital Partners
Tennessee
$7.63M +$403K +4,076 +5%
PP
84
Prudential plc
United Kingdom
$7.56M +$4.35M +43,999 +107%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$7.4M +$188K +1,906 +2%
RFM
86
Royal Fund Management
Florida
$7.16M +$7.95M +80,488 New
JGC
87
J. Goldman & Co
New York
$7.16M +$5.48M +55,449 +222%
QIM
88
Quantitative Investment Management
Virginia
$7.05M +$2.64M +26,703 +51%
SMFG
89
Sumitomo Mitsui Financial Group
Japan
$6.92M -$48.1M -487,153 -86%
MWM
90
MinichMacGregor Wealth Management
New York
$6.77M -$3.4M -34,429 -31%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$6.62M -$370K -3,742 -5%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$6.44M +$3.43M +34,748 +92%
ARC
93
Advisor Resource Council
Texas
$6.42M +$7.26M +73,551 New
DC
94
Davenport & Co
Virginia
$6.39M +$3.68M +37,280 +108%
MCM
95
Moore Capital Management
New York
$6.33M +$7.03M +71,167 New
AI
96
Atria Investments
North Carolina
$6.33M +$4.07M +41,217 +138%
TRCT
97
Tower Research Capital (TRC)
New York
$6.31M +$4.73M +47,841 +207%
LBC
98
Lowe Brockenbrough & Co
Virginia
$6.23M +$14.8K +150 +0.2%
CPIG
99
Chicago Partners Investment Group
Illinois
$6.18M +$3M +30,417 +95%
Wolverine Trading
100
Wolverine Trading
Illinois
$6.15M +$227K +2,303 +3%

IGV Hedge Fund Activity: Q1 2025 in Review

628 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2025, worth a combined $6.44B — up 13% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 68 closed out — a net gain of 18 holders — while 255 added to existing stakes and 170 trimmed.

The largest buyer was Bank of America, adding an estimated $271M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $209M.

  • 628 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2025, up from 620 in Q4 2024.
  • Funds reported $6.44B of iShares Expanded Tech-Software Sector ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2025 and 68 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2025 was Bank of America, an estimated $271M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2025 was BNP Paribas Financial Markets, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2025.