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iShares Expanded Tech-Software Sector ETF

376 hedge funds and large institutions have $3.47B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.6% more ownership

Funds ownership: 338.62%441.21% (+103%)

96% more call options, than puts

Call options by funds: $476M | Put options by funds: $243M

32% more capital invested

Capital invested by funds: $2.63B → $3.47B (+$833M)

3% less funds holding

Funds holding: 389376 (-13)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

32% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 132

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
6.48%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
49
Increased
90
Reduced
132
Closed
56
Calls
$476M
Puts
$243M
Net Calls
+$234M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$1.52M +$642K +11,290 +59%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$50.6K +890 +3%
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$1.5M -$259K -4,550 -13%
BBVA
129
Banco Bilbao Vizcaya Argentaria
Spain
$1.46M +$1.63M +28,750 New
VWM
130
Venturi Wealth Management
Texas
$1.37M -$590K -10,375 -27%
NCM
131
Novare Capital Management
North Carolina
$1.37M +$1.55M +27,320 New
WC
132
Westwind Capital
New Mexico
$1.36M +$319K +5,610 +26%
Lazard Asset Management
133
Lazard Asset Management
New York
$1.36M -$9.09K -160 -0.6%
CG
134
Cutler Group
California
$1.34M +$1.39M +24,425 +1,051%
PFA
135
Plotkin Financial Advisors
Maryland
$1.33M -$9.95K -175 -0.7%
MF
136
Magnetar Financial
Illinois
$1.33M -$845K -14,875 -36%
CFA
137
Cahill Financial Advisors
Minnesota
$1.31M -$17.6K -310 -1%
PAG
138
Private Advisor Group
New Jersey
$1.3M -$543K -9,550 -27%
PFA
139
Peak Financial Advisors
Colorado
$1.3M +$128K +2,245 +9%
KFBMI
140
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.25M
CPIG
141
Chicago Partners Investment Group
Illinois
$1.24M +$54K +950 +4%
SWM
142
Segment Wealth Management
Texas
$1.24M +$146K +2,565 +12%
CS
143
Credit Suisse
Switzerland
$1.22M +$799K +14,065 +137%
PP
144
Prudential plc
United Kingdom
$1.21M
PG
145
Patten Group
Tennessee
$1.21M -$105K -1,845 -7%
FNBOSM
146
First National Bank of South Miami
Florida
$1.21M -$48.6K -855 -3%
WSCM
147
Wellington Shields Capital Management
New York
$1.2M +$1.36M +23,980 New
SAS
148
Sanford Advisory Services
Michigan
$1.13M +$56.8K +1,000 +5%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$1.1M -$342K -6,020 -25%
KAS
150
Kestra Advisory Services
Texas
$1.1M +$13.1K +230 +1%

IGV Hedge Fund Activity: Q3 2022 in Review

376 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2022, worth a combined $3.47B — up 32% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IGV and 49 opened new positions — a net loss of 7 holders — while 132 trimmed existing stakes and 90 added.

The largest buyer was Fisher Asset Management, adding an estimated $1.39B. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $241M.

  • 376 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2022, down from 389 in Q2 2022.
  • Funds reported $3.47B of iShares Expanded Tech-Software Sector ETF stock for Q3 2022, up 32% quarter-over-quarter.
  • 49 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2022 and 56 closed out, a net change of -7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $1.39B added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2022.