IGV icon

iShares Expanded Tech-Software Sector ETF

375 hedge funds and large institutions have $3.11B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 153 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.05%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
153
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
151
TD Waterhouse Canada
Ontario, Canada
$1M -$101K -1,625 -9%
Brown Advisory
152
Brown Advisory
Maryland
$994K
PCA
153
Pallas Capital Advisors
Massachusetts
$987K +$987K +18,280 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$966K -$21.2K -415 -2%
OC
155
Optimas Capital
Hong Kong
$959K +$959K +18,750 New
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$949K -$604K -11,820 -39%
CAP
157
Columbia Advisory Partners
Washington
$910K -$143K -2,785 -14%
EH
158
Equitable Holdings
New York
$889K +$16.9K +330 +2%
SG
159
Sharper & Granite
California
$878K +$878K +17,150 New
AFC
160
AFT Forsyth & Company
Florida
$864K -$11.5K -225 -1%
WP
161
WMS Partners
Maryland
$855K -$44.8K -875 -5%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$851K -$113K -2,210 -12%
VWM
163
Venturi Wealth Management
Texas
$841K -$561K -10,965 -40%
AI
164
Atom Investors
Texas
$826K -$198K -3,865 -19%
KC
165
Kenfarb & Co
Kentucky
$810K -$11.5K -225 -1%
IWA
166
IBEX Wealth Advisors
New Jersey
$809K +$809K +15,805 New
CI Investments Inc
167
CI Investments Inc
Ontario, Canada
$806K +$179K +3,500 +29%
SCA
168
Snowden Capital Advisors
New York
$772K -$37.4K -730 -5%
PA
169
Pinnacle Associates
New York
$771K -$25.6K -500 -3%
UAS
170
United Asset Strategies
New York
$764K -$13.2M -258,460 -95%
AFG
171
Arkansas Financial Group
Arkansas
$760K +$523K +10,220 +221%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$757K +$3.07K +60 +0.4%
JFG
173
Jefferies Financial Group
New York
$754K +$754K +14,725 New
CFA
174
Cahill Financial Advisors
Minnesota
$741K -$595K -11,620 -45%
TSS
175
Two Sigma Securities
New York
$730K +$730K +14,265 New