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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Southern Capital Advisors
Tennessee
$3.31M +$3.48M +41,680 New
SB
102
Strategic Blueprint
Georgia
$3.25M +$389K +4,655 +13%
Fidelity International
103
Fidelity International
Bermuda
$3.22M +$3.38M +40,435 New
USCWA
104
U.S. Capital Wealth Advisors
Texas
$3.18M +$34.7K +415 +1%
CDH
105
Charles D. Hyman
$3.12M
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$3.08M +$46.8K +560 +1%
KAS
107
Kestra Advisory Services
Texas
$2.92M +$53.4K +640 +2%
CCA
108
Cottonwood Capital Advisors
Utah
$2.9M +$3.04M +36,440 New
BRWA
109
B. Riley Wealth Advisors
Florida
$2.88M -$309K -3,700 -9%
PFA
110
Plotkin Financial Advisors
Maryland
$2.85M -$45.1K -540 -1%
HH
111
Hilltop Holdings
Texas
$2.85M -$331K -3,960 -10%
RCP
112
Rothschild Capital Partners
New York
$2.85M +$52.6K +630 +2%
AFS
113
Annapolis Financial Services
Maryland
$2.83M
JE
114
JMAC Enterprises
Pennsylvania
$2.79M +$3.31M +39,625 New
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$2.7M +$309K +3,705 +12%
AF
116
Apexium Financial
Texas
$2.66M -$36.7K -440 -1%
TWC
117
TD Waterhouse Canada
Ontario, Canada
$2.59M +$2.58M +30,845 New
TRCT
118
Tower Research Capital (TRC)
New York
$2.55M -$9.98M -119,495 -79%
GFPC
119
Global Financial Private Client
Florida
$2.52M -$824K -9,870 -24%
VNA
120
Valley National Advisers
Pennsylvania
$2.49M -$86.8K -1,040 -3%
PG
121
Patten Group
Tennessee
$2.42M +$56.4K +675 +2%
IFG
122
Independent Financial Group
California
$2.41M +$806K +9,655 +47%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$2.4M -$9.6K -115 -0.4%
Barclays
124
Barclays
United Kingdom
$2.35M -$14.7M -176,420 -86%
PCM
125
Parsons Capital Management
Rhode Island
$2.34M -$48K -575 -2%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.