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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$2.38M -$335K -4,105 -12%
PG
127
Patten Group
Tennessee
$2.38M +$20.8K +255 +0.9%
MA
128
Mutual Advisors
Nebraska
$2.35M +$74.3K +910 +3%
CI
129
CX Institutional
Indiana
$2.32M -$118K -1,440 -5%
CFD
130
Creative Financial Designs
Indiana
$2.31M +$928K +11,375 +65%
RCS
131
Retirement Capital Strategies
California
$2.19M -$5.33M -65,305 -70%
Lazard Asset Management
132
Lazard Asset Management
New York
$2.19M -$25.7K -315 -1%
TNAM
133
Terra Nova Asset Management
New York
$2.17M +$104K +1,275 +5%
UCFA
134
United Capital Financial Advisors
Texas
$2.13M +$66.5K +815 +3%
AWCI
135
Alpine Woods Capital Investors
New York
$2.12M
CPIG
136
Chicago Partners Investment Group
Illinois
$2.08M
FNBOSM
137
First National Bank of South Miami
Florida
$2.06M -$2.86K -35 -0.1%
CS
138
Credit Suisse
Switzerland
$1.96M +$714K +8,745 +55%
SCA
139
Snowden Capital Advisors
New York
$1.79M +$14.7K +180 +0.8%
US Bancorp
140
US Bancorp
Minnesota
$1.76M +$151K +1,855 +9%
CPO
141
Cerity Partners OCIO
New York
$1.73M +$95.9K +1,175 +6%
CAL
142
Capital Analysts LLC
Pennsylvania
$1.72M +$53.9K +660 +3%
WC
143
Westwind Capital
New Mexico
$1.69M +$40.8K +500 +2%
FFS
144
Founders Financial Securities
Maryland
$1.69M
IFG
145
Independent Financial Group
California
$1.65M +$77.5K +950 +5%
SAS
146
Sanford Advisory Services
Michigan
$1.64M +$220K +2,700 +15%
GM
147
GeoWealth Management
Illinois
$1.64M -$22.4K -275 -1%
SFA
148
Source Financial Advisors
New York
$1.64M -$22.4K -275 -1%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M +$71.4K +875 +4%
WP
150
WMS Partners
Maryland
$1.54M

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.