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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
TNAM
126
Terra Nova Asset Management
New York
$1.46M -$126K -2,435 -8%
JSL
127
JT Stratford LLC
Georgia
$1.44M -$150K -2,895 -9%
Barclays
128
Barclays
United Kingdom
$1.41M -$6.32M -121,980 -82%
PFA
129
Peak Financial Advisors
Colorado
$1.39M +$59.3K +1,145 +4%
LC
130
Lindbrook Capital
California
$1.39M +$1.4M +27,080 New
Lazard Asset Management
131
Lazard Asset Management
New York
$1.38M -$4.41K -85 -0.3%
OC
132
Oppenheimer & Co
New York
$1.35M -$1.5M -28,920 -52%
QT
133
Quantbot Technologies
New York
$1.33M +$716K +13,820 +114%
Creative Planning
134
Creative Planning
Kansas
$1.31M +$344K +6,635 +35%
KFBMI
135
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.28M
Wealthfront Advisers
136
Wealthfront Advisers
California
$1.26M +$381K +7,355 +43%
WC
137
Westwind Capital
New Mexico
$1.26M -$132K -2,555 -9%
PG
138
Patten Group
Tennessee
$1.19M -$11.7K -225 -1%
SWM
139
Segment Wealth Management
Texas
$1.17M -$97.2K -1,875 -8%
Renaissance Technologies
140
Renaissance Technologies
New York
$1.15M +$726K +14,000 +165%
FNBOSM
141
First National Bank of South Miami
Florida
$1.14M -$94.9K -1,830 -8%
SAS
142
Sanford Advisory Services
Michigan
$1.12M -$38.1K -735 -3%
KAS
143
Kestra Advisory Services
Texas
$1.12M -$2.33K -45 -0.2%
PVH
144
Psagot Value Holdings
Israel
$1.1M +$1.12M +21,550 +43,100%
TAM
145
Tocqueville Asset Management
New York
$1.09M -$1.12M -21,665 -50%
HSA
146
HBK Sorce Advisory
Pennsylvania
$1.09M +$429K +8,275 +64%
NCM
147
Novare Capital Management
North Carolina
$1.07M -$330K -6,370 -23%
TCMP
148
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.06M -$45.4K -875 -4%
BCM
149
Bienville Capital Management
New York
$1.04M -$2.33K -45 -0.2%
GPA
150
Guerra Pan Advisors
New Jersey
$1.02M -$7.78K -150 -0.7%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.