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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Cottonwood Capital Advisors
Utah
$3.49M +$955K +11,134 +40%
KF
102
KKM Financial
Illinois
$3.48M -$323K -3,768 -9%
PWP
103
Pursue Wealth Partners
California
$3.36M +$3.23M +37,636 New
STA
104
Summit Trail Advisors
New York
$3.35M +$53.6K +625 +2%
RAM
105
Riggs Asset Management
Pennsylvania
$3.28M +$227K +2,642 +8%
AWS
106
Atria Wealth Solutions
New York
$3.28M -$835K -9,745 -21%
FTUS
107
Flow Traders U.S.
New York
$3.21M +$3.08M +35,969 New
SCA
108
Snowden Capital Advisors
New York
$3.17M -$349K -4,067 -10%
RA
109
Rockingstone Advisors
Massachusetts
$3.17M -$54K -630 -2%
QFA
110
Quattro Financial Advisors
Texas
$3.17M
PI
111
Point72 Italy
Italy
$3.06M +$2.93M +34,200 New
TF
112
Tudor Financial
Ohio
$3M +$2.88M +33,540 New
TNAM
113
Terra Nova Asset Management
New York
$2.91M +$29.9K +349 +1%
CPIG
114
Chicago Partners Investment Group
Illinois
$2.88M -$42.9K -500 -2%
SSW
115
Stone Summit Wealth
Florida
$2.85M +$15.3K +178 +0.6%
JFG
116
Jefferies Financial Group
New York
$2.84M +$1.79M +20,833 +191%
MA
117
Mutual Advisors
Nebraska
$2.8M +$1.75M +20,362 +200%
Creative Planning
118
Creative Planning
Kansas
$2.77M -$71.2K -830 -3%
SC
119
Savoie Capital
Illinois
$2.7M
Jones Financial Companies
120
Jones Financial Companies
Missouri
$2.66M +$1.53M +17,831 +148%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$2.53M -$340K -3,968 -12%
PAG
122
Private Advisor Group
New Jersey
$2.39M -$372K -4,335 -14%
EH
123
Equitable Holdings
New York
$2.34M -$528K -6,159 -19%
Lazard Asset Management
124
Lazard Asset Management
New York
$2.29M
KFBMI
125
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.23M

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.