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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
101
Brown Brothers Harriman & Co
New York
$2.34M
JGGDR
102
JGP Global Gestao de Recursos
Brazil
$2.33M +$2.36M +45,500 New
ECM
103
ExodusPoint Capital Management
New York
$2.3M +$2.33M +44,890 New
JE
104
JMAC Enterprises
Pennsylvania
$2.17M -$58.3K -1,125 -3%
VFM
105
Valley Financial Management
New York
$2.11M -$3.7M -71,390 -63%
CDH
106
Charles D. Hyman
$2.01M
UCFA
107
United Capital Financial Advisors
Texas
$1.99M -$586K -11,305 -22%
AAS
108
Avantax Advisory Services
Texas
$1.93M -$115K -2,215 -6%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.92M -$83.2K -1,605 -4%
MAP
110
Milestone Advisory Partners
North Carolina
$1.87M -$43K -830 -2%
SPC
111
Sigma Planning Corp
Michigan
$1.86M -$69.5K -1,340 -4%
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$1.76M +$1.78M +34,345 New
RA
113
Rockingstone Advisors
Massachusetts
$1.75M +$1.77M +34,105 New
QIM
114
Quantitative Investment Management
Virginia
$1.7M -$4.02M -77,490 -70%
CCA
115
Cottonwood Capital Advisors
Utah
$1.7M -$17.6K -340 -1%
SSW
116
Stone Summit Wealth
Florida
$1.69M +$99.5K +1,920 +6%
AFS
117
Annapolis Financial Services
Maryland
$1.69M -$97.4K -1,880 -5%
Cerity Partners
118
Cerity Partners
New York
$1.69M +$974K +18,795 +133%
BPA
119
Beacon Pointe Advisors
California
$1.68M -$192K -3,700 -10%
SB
120
Strategic Blueprint
Georgia
$1.66M
AWM
121
AE Wealth Management
Kansas
$1.62M +$6.22K +120 +0.4%
CPIG
122
Chicago Partners Investment Group
Illinois
$1.55M +$65K +1,255 +5%
Verition Fund Management
123
Verition Fund Management
Connecticut
$1.54M +$1.16M +22,305 +290%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$1.52M -$30.6K -590 -2%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$1.5M -$40.9K -790 -3%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.