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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Segment Wealth Management
Texas
$1.53M +$99.2K +1,215 +7%
FMBTD
152
First Midwest Bank Trust Division
Illinois
$1.49M -$153K -1,870 -9%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$1.48M
SIM
154
Seaview Investment Managers
Florida
$1.47M +$1.51M +18,455 New
CGA
155
Crescent Grove Advisors
Illinois
$1.46M
QT
156
Quantbot Technologies
New York
$1.43M -$555K -6,805 -27%
Brown Advisory
157
Brown Advisory
Maryland
$1.41M
OCAM
158
Onex Canada Asset Management
Ontario, Canada
$1.39M +$1.42M +17,400 New
EH
159
Equitable Holdings
New York
$1.38M +$103K +1,260 +8%
JSMC
160
Jess S. Morgan & Co
California
$1.37M +$115K +1,405 +9%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.35M -$89K -1,090 -6%
BCM
162
Brookstone Capital Management
Illinois
$1.35M +$1.33M +16,275 New
TCWM
163
Total Clarity Wealth Management
Illinois
$1.33M +$101K +1,240 +8%
KPWS
164
Kestra Private Wealth Services
Texas
$1.32M +$153K +1,875 +13%
PA
165
Parallel Advisors
California
$1.32M -$56.7K -695 -4%
LWP
166
Legacy Wealth Planning
Nevada
$1.3M +$136K +1,665 +11%
BAM
167
Belpointe Asset Management
Nevada
$1.3M +$520K +6,370 +65%
RSWM
168
Robertson Stephens Wealth Management
California
$1.29M -$122K -1,500 -8%
CTA
169
Colonial Trust Advisors
South Carolina
$1.29M -$20.4K -250 -2%
IWC
170
Integrated Wealth Concepts
Massachusetts
$1.29M +$1.32M +16,180 New
PA
171
Pinnacle Associates
New York
$1.27M +$4.08K +50 +0.3%
SFP
172
Sandbox Financial Partners
Maryland
$1.27M -$195K -2,385 -13%
CCG
173
Chatham Capital Group
Georgia
$1.25M +$40.8K +500 +3%
William Blair & Company
174
William Blair & Company
Illinois
$1.24M +$14.3K +175 +1%
IP
175
Intellectus Partners
California
$1.22M -$28.6K -350 -2%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.