We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$3.03M -$26.5K -365 -0.9%
UR
102
USCA RIA
Texas
$2.91M +$268K +3,690 +11%
SPC
103
Sigma Planning Corp
Michigan
$2.89M -$1.48M -20,395 -36%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.88M +$174K +2,405 +7%
PFA
105
Plotkin Financial Advisors
Maryland
$2.87M -$4.66M -64,250 -64%
BRWA
106
B. Riley Wealth Advisors
Florida
$2.81M -$146K -2,015 -5%
AFS
107
Annapolis Financial Services
Maryland
$2.77M -$26.5K -365 -1%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$2.75M -$213K -2,945 -8%
RCP
109
Rothschild Capital Partners
New York
$2.69M +$2.5M +34,535 New
KAS
110
Kestra Advisory Services
Texas
$2.69M +$41K +565 +2%
Creative Planning
111
Creative Planning
Kansas
$2.64M +$231K +3,180 +10%
AF
112
Apexium Financial
Texas
$2.53M +$212K +2,930 +10%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$2.5M +$521K +7,180 +29%
PAG
114
Private Advisor Group
New Jersey
$2.41M -$2.69M -37,145 -55%
PCM
115
Parsons Capital Management
Rhode Island
$2.4M -$179K -2,470 -7%
PP
116
Prudential plc
United Kingdom
$2.38M +$2.21M +30,550 New
CI
117
CX Institutional
Indiana
$2.38M +$177K +2,435 +9%
VNA
118
Valley National Advisers
Pennsylvania
$2.37M +$225K +3,110 +11%
GB
119
Gunma Bank
Japan
$2.34M -$2.03M -28,000 -48%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$52.6K +725 +2%
HI
121
Harbour Investments
Wisconsin
$2.33M -$364K -5,025 -14%
PG
122
Patten Group
Tennessee
$2.3M +$65.6K +905 +3%
PWM
123
PRW Wealth Management
Massachusetts
$2.3M +$2.14M +29,515 New
SB
124
Strategic Blueprint
Georgia
$2.27M +$2.11M +29,145 New
MA
125
Mutual Advisors
Nebraska
$2.23M -$1.92M -26,525 -48%

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.