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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
101
U.S. Capital Wealth Advisors
Texas
$2.85M +$94.4K +1,375 +3%
CFA
102
Cahill Financial Advisors
Minnesota
$2.8M -$390K -5,675 -12%
JE
103
JMAC Enterprises
Pennsylvania
$2.78M +$46.4K +675 +2%
KAS
104
Kestra Advisory Services
Texas
$2.73M +$195K +2,840 +8%
CDH
105
Charles D. Hyman
$2.71M
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$2.7M +$22.7K +330 +0.9%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$2.63M +$2.62M +38,135 New
SB
108
Strategic Blueprint
Georgia
$2.63M -$190K -2,770 -7%
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$2.63M +$741K +10,785 +40%
PAG
110
Private Advisor Group
New Jersey
$2.53M +$738K +10,745 +41%
AF
111
Apexium Financial
Texas
$2.51M -$63.2K -920 -3%
MIA
112
MMBG Investment Advisors
Florida
$2.47M +$2.02M +29,400 +463%
AFS
113
Annapolis Financial Services
Maryland
$2.45M
CCA
114
Cottonwood Capital Advisors
Utah
$2.4M -$113K -1,640 -5%
SCA
115
Southern Capital Advisors
Tennessee
$2.37M -$504K -7,345 -18%
VWM
116
Venturi Wealth Management
Texas
$2.3M -$792K -11,530 -26%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$2.21M -$133K -1,940 -6%
IFG
118
Independent Financial Group
California
$2.21M +$114K +1,655 +5%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$2.17M +$84.8K +1,235 +4%
FWCM
120
Ferguson Wellman Capital Management
Oregon
$2.15M +$2.14M +31,125 New
CI
121
CX Institutional
Indiana
$2.14M +$2.13M +31,055 New
HMS
122
Hanseatic Management Services
New Mexico
$2.12M +$192K +2,800 +10%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$2.1M -$956K -13,920 -31%
TNAM
124
Terra Nova Asset Management
New York
$2.1M +$248K +3,615 +13%
AWM
125
AE Wealth Management
Kansas
$2.08M +$598K +8,705 +40%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.