IGV icon

iShares Expanded Tech-Software Sector ETF

348 hedge funds and large institutions have $3.7B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 125 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.04%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.55%
New
56
Increased
125
Reduced
111
Closed
36
Calls
$747M
Puts
$658M
Net Calls
+$89.5M
Net Calls Change
+$408M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
151
Virtue Capital Management
Tennessee
$1.19M +$1.19M +19,070 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$1.18M -$85.5K -1,375 -7%
EWA
153
EP Wealth Advisors
California
$1.18M -$52.9K -850 -4%
GCA
154
Genesee Capital Advisors
New York
$1.17M +$23K +370 +2%
CNBTD
155
Citizens National Bank Trust Department
Mississippi
$1.16M +$94.9K +1,525 +9%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$1.15M -$31.1K -500 -3%
CGA
157
Crescent Grove Advisors
Illinois
$1.14M
SFS
158
Sowell Financial Services
Arkansas
$1.14M -$338K -5,435 -23%
PA
159
Parallel Advisors
California
$1.13M -$50.7K -815 -4%
VWM
160
Venturi Wealth Management
Texas
$1.12M
VC
161
Vicus Capital
Pennsylvania
$1.08M +$33.6K +540 +3%
SIM
162
Seaview Investment Managers
Florida
$1.08M +$1.08M +17,710 New
CFD
163
Creative Financial Designs
Indiana
$1.05M +$219K +3,515 +26%
IP
164
Intellectus Partners
California
$1.03M +$122K +1,960 +14%
TCWM
165
Total Clarity Wealth Management
Illinois
$1M -$119K -1,915 -11%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$988K +$988K +15,880 New
KPWS
167
Kestra Private Wealth Services
Texas
$974K +$974K +15,895 New
CCG
168
Chatham Capital Group
Georgia
$964K +$9.33K +150 +1%
JSMC
169
Jess S. Morgan & Co
California
$964K +$11.8K +190 +1%
AWM
170
Avior Wealth Management
Nebraska
$963K -$1.31M -21,045 -58%
WDL
171
Well Done LLC
Michigan
$924K -$18.7K -300 -2%
CG
172
Cutler Group
California
$902K -$2.66M -42,755 -75%
BAM
173
Belpointe Asset Management
Nevada
$895K -$137K -2,200 -13%
WWM
174
Western Wealth Management
Colorado
$893K -$120K -1,935 -12%
NF
175
Nikulski Financial
Iowa
$873K +$123K +1,975 +16%