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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$2.05M +$53.9K +785 +3%
PFA
127
Plotkin Financial Advisors
Maryland
$2.05M -$423K -6,160 -17%
JG
128
Jefferies Group
New York
$2.04M +$1.66M +24,225 +457%
SSW
129
Stone Summit Wealth
Florida
$2.02M +$536K +7,810 +37%
PG
130
Patten Group
Tennessee
$1.99M -$106K -1,545 -5%
LHC
131
Little House Capital
Massachusetts
$1.99M +$1.98M +28,790 New
Lazard Asset Management
132
Lazard Asset Management
New York
$1.88M -$15.1K -220 -0.8%
FNBOSM
133
First National Bank of South Miami
Florida
$1.76M -$20.9K -305 -1%
BRWA
134
B. Riley Wealth Advisors
Florida
$1.76M -$732K -10,660 -29%
KFBMI
135
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.72M
PP
136
Prudential plc
United Kingdom
$1.67M
CAP
137
Columbia Advisory Partners
Washington
$1.66M -$8.24K -120 -0.5%
HH
138
Hilltop Holdings
Texas
$1.65M -$814K -11,860 -33%
CAL
139
Capital Analysts LLC
Pennsylvania
$1.63M -$54.3K -790 -3%
SCA
140
Snowden Capital Advisors
New York
$1.57M +$25.1K +365 +2%
VCM
141
Virtue Capital Management
Tennessee
$1.56M +$182K +2,650 +13%
TCMP
142
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.56M +$626K +9,110 +67%
UCFA
143
United Capital Financial Advisors
Texas
$1.56M -$232K -3,380 -13%
SWM
144
Segment Wealth Management
Texas
$1.5M -$151K -2,200 -9%
SAS
145
Sanford Advisory Services
Michigan
$1.49M +$14.8K +215 +1%
AWCI
146
Alpine Woods Capital Investors
New York
$1.44M
PPW
147
Pinnacle Private Wealth
Massachusetts
$1.39M -$60.1K -875 -4%
FFS
148
Founders Financial Securities
Maryland
$1.37M -$91K -1,325 -6%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.35M +$152K +2,210 +13%
WC
150
Westwind Capital
New Mexico
$1.34M -$23.7K -345 -2%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.