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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
BNMT
101
Bawa N Mallick Trust
New York
$5.11M +$5.05M +51,001 New
KF
102
KKM Financial
Illinois
$5.06M +$1.08M +10,902 +28%
HIC
103
Holderness Investments Company
North Carolina
$4.98M
SCI
104
Silver Coast Investments
United States
$4.89M +$4.84M +48,809 New
VWM
105
Valley Wealth Managers
New Jersey
$4.87M +$774K +7,811 +19%
AWS
106
Atria Wealth Solutions
New York
$4.85M +$1.17M +11,798 +32%
NAG
107
Northstar Advisory Group
New Jersey
$4.85M +$4.8M +48,436 New
PWP
108
Pursue Wealth Partners
California
$4.81M +$1.03M +10,407 +28%
WDL
109
Well Done LLC
Michigan
$4.77M
SPC
110
Sigma Planning Corp
Michigan
$4.74M +$237K +2,396 +5%
ACM
111
Arlington Capital Management
Illinois
$4.48M +$156K +1,578 +4%
BCM
112
Bienville Capital Management
New York
$4.47M +$260K +2,626 +6%
SPW
113
Surience Private Wealth
Washington
$4.45M +$4.41M +44,493 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$4.38M +$329K +3,325 +8%
CCA
115
Cottonwood Capital Advisors
Utah
$4.2M +$296K +2,984 +8%
SWM
116
StoneCrest Wealth Management
Arizona
$4.14M +$4.1M +41,329 New
PP
117
Prudential plc
United Kingdom
$4.1M +$4.06M +41,000 New
Jones Financial Companies
118
Jones Financial Companies
Missouri
$4.1M +$1.1M +11,101 +37%
Millennium Management
119
Millennium Management
New York
$4.07M -$46.1M -465,168 -92%
NPT
120
National Philanthropic Trust
Pennsylvania
$3.97M +$32.5K +328 +0.8%
SI
121
Stephens Inc
Arkansas
$3.93M +$3.3M +33,259 +557%
SB
122
Strategic Blueprint
Georgia
$3.88M -$129K -1,302 -3%
RAM
123
Riggs Asset Management
Pennsylvania
$3.79M +$85.7K +865 +2%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$3.76M +$1.85M +18,701 +99%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$3.72M +$3.68M +37,150 New

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.