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iShares Expanded Tech-Software Sector ETF

474 hedge funds and large institutions have $4.96B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

4% less capital invested

Capital invested by funds: $5.19B → $4.96B (-$231M)

1% less funds holding

Funds holding: 480474 (-6)

21% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 176

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

56% less call options, than puts

Call options by funds: $99.2M | Put options by funds: $227M

315.06% less ownership

Funds ownership: 382.81%67.75% (-315%)

Holders
474
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
6.83%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.19%
New
65
Increased
139
Reduced
176
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$3.5M +$2M +23,650 +136%
SB
102
Strategic Blueprint
Georgia
$3.49M +$565K +6,695 +20%
NPT
103
National Philanthropic Trust
Pennsylvania
$3.4M -$844 -10 -0%
HMS
104
Hanseatic Management Services
New Mexico
$3.37M -$153K -1,816 -4%
SCA
105
Snowden Capital Advisors
New York
$3.33M +$285K +3,380 +9%
GS
106
GTS Securities
New York
$3.32M -$7.45M -88,258 -69%
Lazard Asset Management
107
Lazard Asset Management
New York
$3.17M -$67.9K -805 -2%
STA
108
Summit Trail Advisors
New York
$3.16M -$163K -1,928 -5%
CDH
109
Charles D. Hyman
$3.15M
RA
110
Rockingstone Advisors
Massachusetts
$3.05M -$68.4K -810 -2%
Jane Street
111
Jane Street
New York
$3.02M +$1.27M +15,067 +74%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$3M +$508K +6,015 +21%
Wealthfront Advisers
113
Wealthfront Advisers
California
$2.98M +$227K +2,694 +8%
VC
114
Vicus Capital
Pennsylvania
$2.78M -$184K -2,175 -6%
Creative Planning
115
Creative Planning
Kansas
$2.73M +$196K +2,317 +8%
SSW
116
Stone Summit Wealth
Florida
$2.73M -$96.6K -1,145 -3%
TNAM
117
Terra Nova Asset Management
New York
$2.7M +$109K +1,286 +4%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$2.64M +$1.35M +15,975 +107%
CPIG
119
Chicago Partners Investment Group
Illinois
$2.63M -$2.36K -28 -0.1%
SC
120
Savoie Capital
Illinois
$2.58M
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$2.47M
KAS
122
Kestra Advisory Services
Texas
$2.32M +$631K +7,483 +38%
LC
123
Lindbrook Capital
California
$2.3M -$35.2K -417 -2%
UIA
124
Ulland Investment Advisors
Minnesota
$2.18M +$2.07M +24,556 +2,456%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$2.18M -$798K -9,458 -27%

IGV Hedge Fund Activity: Q1 2024 in Review

474 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2024, worth a combined $4.96B — down 4.5% from $5.19B a quarter earlier.

Fund positioning in IGV was balanced in Q1 2024: 65 funds opened new positions, 65 closed out, 139 added to existing stakes and 176 trimmed.

The largest buyer was Bank of America, adding an estimated $227M. The largest seller was Wellspring Financial Advisors, cutting an estimated $444M.

  • 474 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2024, down from 480 in Q4 2023.
  • Funds reported $4.96B of iShares Expanded Tech-Software Sector ETF stock for Q1 2024, down 4.5% quarter-over-quarter.
  • 65 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2024 and 65 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2024 was Bank of America, an estimated $227M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2024 was Wellspring Financial Advisors, an estimated $444M sold.

Based on aggregated 13F filings for Q1 2024.