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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
151
GeoWealth Management
Illinois
$1.34M -$74.2K -1,080 -5%
SFA
152
Source Financial Advisors
New York
$1.34M -$74.2K -1,080 -5%
CPIG
153
Chicago Partners Investment Group
Illinois
$1.3M -$61.5K -895 -4%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.29M +$15.5K +225 +1%
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$1.28M -$4.12K -60 -0.3%
WP
156
WMS Partners
Maryland
$1.28M
EH
157
Equitable Holdings
New York
$1.28M +$23.7K +345 +2%
TWC
158
TD Waterhouse Canada
Ontario, Canada
$1.26M -$1.04M -15,130 -49%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$1.24M -$35.7K -520 -3%
JSMC
160
Jess S. Morgan & Co
California
$1.22M +$39.1K +570 +3%
Brown Advisory
161
Brown Advisory
Maryland
$1.22M
US Bancorp
162
US Bancorp
Minnesota
$1.22M -$418K -6,090 -26%
GPA
163
Guerra Pan Advisors
New Jersey
$1.21M
AFC
164
AFT Forsyth & Company
Florida
$1.19M +$114K +1,660 +11%
GFPC
165
Global Financial Private Client
Florida
$1.18M -$1M -14,615 -46%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$1.16M +$968K +14,095 +517%
Wealthfront Advisers
167
Wealthfront Advisers
California
$1.12M +$485K +7,060 +77%
PA
168
Pinnacle Associates
New York
$1.12M +$65.2K +950 +6%
KC
169
Kenfarb & Co
Kentucky
$1.11M
IP
170
Interval Partners
New York
$1.1M +$1.09M +15,945 New
BPA
171
Beacon Pointe Advisors
California
$1.09M +$1.09M +15,830 New
Cerity Partners
172
Cerity Partners
New York
$1.09M -$36.1K -525 -3%
MF
173
Magnetar Financial
Illinois
$1.07M +$1.06M +15,500 New
NL
174
NVWM LLC
Pennsylvania
$1.07M +$123K +1,795 +13%
William Blair & Company
175
William Blair & Company
Illinois
$1.06M -$39.5K -575 -4%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.