We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$2.3M -$835 -10 -0%
Creative Planning
127
Creative Planning
Kansas
$2.3M -$73.5K -880 -3%
HMS
128
Hanseatic Management Services
New Mexico
$2.22M +$1.07M +12,800 +84%
MTWM
129
Masso Torrence Wealth Management
New Jersey
$2.22M +$2.33M +27,870 New
Lazard Asset Management
130
Lazard Asset Management
New York
$2.18M
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$2.17M +$2.28M +27,270 New
TNAM
132
Terra Nova Asset Management
New York
$2.13M -$33K -395 -1%
RCS
133
Retirement Capital Strategies
California
$2.13M -$54.3K -650 -2%
UCFA
134
United Capital Financial Advisors
Texas
$2.07M -$56.4K -675 -3%
PAG
135
Private Advisor Group
New Jersey
$2.06M -$1.02M -12,255 -32%
FNBOSM
136
First National Bank of South Miami
Florida
$2.06M -$2.09K -25 -0.1%
KFBMI
137
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.99M -$2.09M -25,000 -50%
WM
138
Westpark Management
Texas
$1.99M +$2.09M +25,000 New
CAL
139
Capital Analysts LLC
Pennsylvania
$1.94M +$240K +2,875 +13%
PP
140
Prudential plc
United Kingdom
$1.93M -$1.12M -13,450 -36%
CAP
141
Columbia Advisory Partners
Washington
$1.93M +$2.02M +24,200 New
SWM
142
Segment Wealth Management
Texas
$1.9M +$391K +4,680 +24%
US Bancorp
143
US Bancorp
Minnesota
$1.89M +$137K +1,645 +7%
SCA
144
Snowden Capital Advisors
New York
$1.78M +$2.09K +25 +0.1%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75M +$131K +1,565 +8%
CPIG
146
Chicago Partners Investment Group
Illinois
$1.74M +$116K +1,395 +6%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$1.72M -$1.42M -16,960 -44%
AWM
148
AE Wealth Management
Kansas
$1.71M +$1.26M +15,105 +236%
SSW
149
Stone Summit Wealth
Florida
$1.7M +$1.78M +21,310 New
SAS
150
Sanford Advisory Services
Michigan
$1.7M +$61.4K +735 +4%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.