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iShares Expanded Tech-Software Sector ETF

376 hedge funds and large institutions have $3.47B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.6% more ownership

Funds ownership: 338.62%441.21% (+103%)

96% more call options, than puts

Call options by funds: $476M | Put options by funds: $243M

32% more capital invested

Capital invested by funds: $2.63B → $3.47B (+$833M)

3% less funds holding

Funds holding: 389376 (-13)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

32% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 132

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
6.48%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
49
Increased
90
Reduced
132
Closed
56
Calls
$476M
Puts
$243M
Net Calls
+$234M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oppenheimer & Co
New York
$2.76M -$322K -5,660 -9%
YAVAPFMC
102
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.55M
UCFA
103
United Capital Financial Advisors
Texas
$2.52M +$69.9K +1,230 +3%
BBHC
104
Brown Brothers Harriman & Co
New York
$2.29M
JE
105
JMAC Enterprises
Pennsylvania
$2.18M +$50.9K +895 +2%
AWS
106
AJ Wealth Strategies
New York
$2.17M -$54.3K -955 -2%
TAM
107
Tocqueville Asset Management
New York
$2.15M +$2.45M +43,055 New
SCA
108
Southern Capital Advisors
Tennessee
$2.15M +$515K +9,070 +27%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$2.15M -$1.23M -21,640 -34%
AAS
110
Avantax Advisory Services
Texas
$1.99M -$44.6K -785 -2%
CDH
111
Charles D. Hyman
$1.96M -$852 -15 -0%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.96M +$46.6K +820 +2%
SPC
113
Sigma Planning Corp
Michigan
$1.88M -$86.4K -1,520 -4%
MAP
114
Milestone Advisory Partners
North Carolina
$1.87M +$705K +12,405 +50%
BPA
115
Beacon Pointe Advisors
California
$1.83M +$186K +3,265 +10%
AFS
116
Annapolis Financial Services
Maryland
$1.75M -$36.4K -640 -2%
CCA
117
Cottonwood Capital Advisors
Utah
$1.68M -$25.9K -455 -1%
SB
118
Strategic Blueprint
Georgia
$1.63M -$69.6K -1,225 -4%
IFG
119
Independent Financial Group
California
$1.59M -$62.5K -1,100 -3%
AWM
120
AE Wealth Management
Kansas
$1.57M +$149K +2,615 +9%
NIP
121
Nicholas Investment Partners
California
$1.56M +$1.77M +31,195 New
SSW
122
Stone Summit Wealth
Florida
$1.56M -$6.82K -120 -0.4%
JSL
123
JT Stratford LLC
Georgia
$1.56M +$480K +8,450 +37%
TNAM
124
Terra Nova Asset Management
New York
$1.55M +$29K +510 +2%
Citadel Advisors
125
Citadel Advisors
Florida
$1.53M -$21.2M -373,835 -92%

IGV Hedge Fund Activity: Q3 2022 in Review

376 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2022, worth a combined $3.47B — up 32% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IGV and 49 opened new positions — a net loss of 7 holders — while 132 trimmed existing stakes and 90 added.

The largest buyer was Fisher Asset Management, adding an estimated $1.39B. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $241M.

  • 376 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2022, down from 389 in Q2 2022.
  • Funds reported $3.47B of iShares Expanded Tech-Software Sector ETF stock for Q3 2022, up 32% quarter-over-quarter.
  • 49 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2022 and 56 closed out, a net change of -7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $1.39B added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2022.