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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$2.16M
AWCI
127
Alpine Woods Capital Investors
New York
$2.07M
IUHSA
128
Itau Unibanco Holding S.A.
Brazil
$2.03M +$1.88M +26,000 New
TNAM
129
Terra Nova Asset Management
New York
$2.03M -$252K -3,480 -12%
FNBOSM
130
First National Bank of South Miami
Florida
$2.02M -$6.16K -85 -0.3%
UCFA
131
United Capital Financial Advisors
Texas
$2.02M +$194K +2,680 +12%
CPIG
132
Chicago Partners Investment Group
Illinois
$1.94M -$66K -910 -4%
QT
133
Quantbot Technologies
New York
$1.93M +$1.79M +24,750 New
CF
134
Centaurus Financial
California
$1.89M +$1.51M +20,790 +616%
EP
135
Eudaimonia Partners
Tennessee
$1.87M +$121K +1,670 +7%
VWM
136
Venturi Wealth Management
Texas
$1.79M
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$1.79M +$1.67M +23,000 New
SCA
138
Snowden Capital Advisors
New York
$1.73M +$181K +2,490 +13%
FFS
139
Founders Financial Securities
Maryland
$1.65M -$18.5K -255 -1%
CAL
140
Capital Analysts LLC
Pennsylvania
$1.63M -$725 -10 -0%
GM
141
GeoWealth Management
Illinois
$1.62M +$1.51M +20,785 New
SFA
142
Source Financial Advisors
New York
$1.62M +$69.2K +955 +5%
WC
143
Westwind Capital
New Mexico
$1.61M +$47.8K +660 +3%
FMBTD
144
First Midwest Bank Trust Division
Illinois
$1.6M -$1.49M -20,595 -50%
CPO
145
Cerity Partners OCIO
New York
$1.6M +$1.49M +20,520 New
US Bancorp
146
US Bancorp
Minnesota
$1.58M +$591K +8,155 +67%
PS
147
Portfolio Strategies
New York
$1.55M
IFG
148
Independent Financial Group
California
$1.54M +$30.8K +425 +2%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.52M +$6.89K +95 +0.5%
WP
150
WMS Partners
Maryland
$1.51M -$103K -1,415 -7%

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.