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iShares Expanded Tech-Software Sector ETF
IGV

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417 → 480 (+63)

11.86% more ownership

Funds ownership: 370.95% → 382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$65.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
4
ARAM
Ardmore Road Asset Management
New York
+$22.2M
5
CM
Churchill Management
California
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$231M
2
Goldman Sachs
Goldman Sachs
New York
-$126M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$85.3M
4
Citigroup
Citigroup
New York
-$72.1M
5
Bank of America
Bank of America
North Carolina
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$3.86M -$269K -3,630 -7%
JFG
102
Jefferies Financial Group
New York
$3.77M +$2.66M +35,900 +338%
JE
103
JMAC Enterprises
Pennsylvania
$3.76M +$223K +3,015 +7%
GWSG
104
GPS Wealth Strategies Group
Colorado
$3.66M -$293K -3,955 -8%
Walleye Trading
105
Walleye Trading
New York
$3.61M -$1.67M -22,550 -34%
CCA
106
Cadent Capital Advisors
Oklahoma
$3.57M -$9.99K -135 -0.3%
VWM
107
Valley Wealth Managers
New Jersey
$3.4M -$165K -2,225 -5%
HMS
108
Hanseatic Management Services
New Mexico
$3.36M +$1.37M +18,480 +81%
PFS
109
Prospera Financial Services
Texas
$3.34M +$3.05M +41,220 New
NPT
110
National Philanthropic Trust
Pennsylvania
$3.23M +$2.95M +39,860 New
MS
111
Maven Securities
Jersey
$3.18M +$2.9M +39,145 New
STA
112
Summit Trail Advisors
New York
$3.16M -$271K -3,665 -9%
Lazard Asset Management
113
Lazard Asset Management
New York
$3.09M -$254K -3,435 -8%
EH
114
Equitable Holdings
New York
$3.07M +$490K +6,620 +21%
CDH
115
Charles D. Hyman
$3M – – –
RA
116
Rockingstone Advisors
Massachusetts
$2.97M -$17.8K -240 -0.7%
AWM
117
AE Wealth Management
Kansas
$2.95M -$448K -6,050 -15%
SCA
118
Snowden Capital Advisors
New York
$2.89M -$258K -3,490 -9%
CS
119
Credit Suisse
Switzerland
$2.84M +$1.03M +13,950 +66%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$2.84M -$215K -2,905 -8%
VC
121
Vicus Capital
Pennsylvania
$2.82M +$2.57M +34,795 New
CI
122
CPR Investments
Michigan
$2.79M -$697K -9,420 -22%
SB
123
Strategic Blueprint
Georgia
$2.78M +$181K +2,440 +8%
CPIG
124
Chicago Partners Investment Group
Illinois
$2.76M +$9.99K +135 +0.4%
SSW
125
Stone Summit Wealth
Florida
$2.69M -$75.5K -1,020 -3%
3 4
5
6 7

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.