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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
151
Cerity Partners OCIO
New York
$1.69M -$40.1K -480 -2%
FFS
152
Founders Financial Securities
Maryland
$1.68M +$418 +5 +0%
PPW
153
Pinnacle Private Wealth
Massachusetts
$1.68M +$1.76M +21,060 New
AWCI
154
Alpine Woods Capital Investors
New York
$1.66M -$472K -5,650 -21%
CIAS
155
CFS Investment Advisory Services
New Jersey
$1.63M -$673K -8,065 -26%
GM
156
GeoWealth Management
Illinois
$1.63M -$5.01K -60 -0.3%
SFA
157
Source Financial Advisors
New York
$1.63M -$5.01K -60 -0.3%
GPA
158
Guerra Pan Advisors
New Jersey
$1.6M +$1.69M +20,180 New
GI
159
Glovista Investments
New Jersey
$1.59M +$1.68M +20,070 New
VCM
160
Virtue Capital Management
Tennessee
$1.59M +$754K +9,030 +82%
WC
161
Westwind Capital
New Mexico
$1.57M -$117K -1,405 -7%
GKWIM
162
Gerber Kawasaki Wealth & Investment Management
California
$1.48M +$1.52M +18,210 +4,186%
FMBTD
163
First Midwest Bank Trust Division
Illinois
$1.48M -$5.84K -70 -0.4%
WP
164
WMS Partners
Maryland
$1.48M -$67.6K -810 -4%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$1.47M
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.47M +$1.54M +18,470 New
EH
167
Equitable Holdings
New York
$1.45M +$74.3K +890 +5%
Brown Advisory
168
Brown Advisory
Maryland
$1.41M
Fidelity Investments
169
Fidelity Investments
Massachusetts
$1.38M +$31.3K +375 +2%
JSMC
170
Jess S. Morgan & Co
California
$1.36M -$2.92K -35 -0.2%
KPWS
171
Kestra Private Wealth Services
Texas
$1.33M +$15.9K +190 +1%
Cerity Partners
172
Cerity Partners
New York
$1.29M +$251K +3,000 +23%
SFP
173
Sandbox Financial Partners
Maryland
$1.29M +$28.8K +345 +2%
KC
174
Kenfarb & Co
Kentucky
$1.28M +$1.34M +16,050 New
William Blair & Company
175
William Blair & Company
Illinois
$1.27M +$34.2K +410 +3%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.