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iShares Expanded Tech-Software Sector ETF

373 hedge funds and large institutions have $4.33B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 367373 (+6)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

1% less capital invested

Capital invested by funds: $4.38B → $4.33B (-$46.8M)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

15.88% less ownership

Funds ownership: 446.69%430.81% (-16%)

Holders
373
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
52
Increased
116
Reduced
121
Closed
43
Calls
$1.91B
Puts
$1.79B
Net Calls
+$128M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
151
Gerber Kawasaki Wealth & Investment Management
California
$1.45M -$668K -9,220 -33%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$1.44M -$673K -9,285 -33%
SFP
153
Sandbox Financial Partners
Maryland
$1.43M -$6.89K -95 -0.5%
CGA
154
Crescent Grove Advisors
Illinois
$1.42M
Fidelity Investments
155
Fidelity Investments
Massachusetts
$1.41M +$95.7K +1,320 +8%
SWM
156
Segment Wealth Management
Texas
$1.4M +$132K +1,825 +11%
SAS
157
Sanford Advisory Services
Michigan
$1.39M +$25K +345 +2%
RSWM
158
Robertson Stephens Wealth Management
California
$1.38M +$109K +1,500 +9%
Brown Advisory
159
Brown Advisory
Maryland
$1.38M +$1.28M +17,670 New
CFD
160
Creative Financial Designs
Indiana
$1.37M +$22.5K +310 +2%
PA
161
Parallel Advisors
California
$1.34M -$10.9K -150 -0.9%
Renaissance Technologies
162
Renaissance Technologies
New York
$1.29M +$1.2M +16,500 New
CTA
163
Colonial Trust Advisors
South Carolina
$1.28M +$20.3K +280 +2%
EH
164
Equitable Holdings
New York
$1.25M -$781K -10,775 -40%
PA
165
Pinnacle Associates
New York
$1.24M +$377K +5,200 +49%
CS
166
Credit Suisse
Switzerland
$1.23M +$436K +6,015 +61%
HMS
167
Hanseatic Management Services
New Mexico
$1.23M -$669K -9,230 -37%
JSMC
168
Jess S. Morgan & Co
California
$1.23M +$8.7K +120 +0.8%
JIP
169
Jaffetilchin Investment Partners
Florida
$1.22M +$1.25M +17,185 New
IP
170
Intellectus Partners
California
$1.22M -$112K -1,550 -9%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$1.21M
Allianz Asset Management
172
Allianz Asset Management
Germany
$1.21M +$1.12M +15,450 New
TCWM
173
Total Clarity Wealth Management
Illinois
$1.2M -$49.3K -680 -4%
William Blair & Company
174
William Blair & Company
Illinois
$1.2M +$8.34K +115 +0.8%
CCG
175
Chatham Capital Group
Georgia
$1.18M

IGV Hedge Fund Activity: Q2 2021 in Review

373 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2021, worth a combined $4.33B — down 1.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGV positions and 43 closed out — a net gain of 9 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 373 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $4.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 52 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2021 and 43 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $195M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2021 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.