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iShares Expanded Tech-Software Sector ETF
IGV

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417 → 480 (+63)

11.86% more ownership

Funds ownership: 370.95% → 382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$65.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
4
ARAM
Ardmore Road Asset Management
New York
+$22.2M
5
CM
Churchill Management
California
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$231M
2
Goldman Sachs
Goldman Sachs
New York
-$126M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$85.3M
4
Citigroup
Citigroup
New York
-$72.1M
5
Bank of America
Bank of America
North Carolina
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
126
Wealthfront Advisers
California
$2.62M +$88.8K +1,200 +4%
AFS
127
Annapolis Financial Services
Maryland
$2.61M -$10.4K -140 -0.4%
PAG
128
Private Advisor Group
New Jersey
$2.51M +$103K +1,395 +5%
NAG
129
Northstar Advisory Group
New Jersey
$2.5M +$2.28M +30,760 New
TNAM
130
Terra Nova Asset Management
New York
$2.46M -$27K -365 -1%
SC
131
Savoie Capital
Illinois
$2.45M – – –
Creative Planning
132
Creative Planning
Kansas
$2.41M +$148K +1,995 +7%
KF
133
KKM Financial
Illinois
$2.38M +$2.17M +29,375 New
Fidelity Investments
134
Fidelity Investments
Massachusetts
$2.36M +$135K +1,825 +7%
AAS
135
Avantax Advisory Services
Texas
$2.36M -$132K -1,780 -6%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$2.35M -$51.1K -690 -2%
MA
137
Mutual Advisors
Nebraska
$2.32M +$1.3M +17,530 +158%
CCA
138
Cottonwood Capital Advisors
Utah
$2.23M -$180K -2,430 -8%
PI
139
PFG Investments
New York
$2.22M +$1.67M +22,575 +466%
LC
140
Lindbrook Capital
California
$2.22M -$41.1K -555 -2%
SP
141
SIH Partners
Delaware
$2.2M +$2.01M +27,100 New
LWM
142
Lyell Wealth Management
California
$2.05M +$1.62M +21,925 +645%
KFBMI
143
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.03M – – –
RSWM
144
Robertson Stephens Wealth Management
California
$1.97M -$3.01M -40,730 -63%
SWM
145
Segment Wealth Management
Texas
$1.9M -$18.5K -250 -1%
WC
146
Westwind Capital
New Mexico
$1.88M +$30.7K +415 +2%
MWM
147
MGB Wealth Management
Texas
$1.83M +$1.67M +22,590 New
AGM
148
Alpine Global Management
New York
$1.82M +$1.66M +22,480 New
UCB
149
United Community Bank
South Carolina
$1.76M -$1.11K -15 -0.1%
OCM
150
One Capital Management
California
$1.75M +$1.6M +21,610 New
4 5
6
7 8

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.