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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Snowden Capital Advisors
New York
$846K -$73.1K -1,200 -8%
EDRH
152
Edmond de Rothschild Holding
Switzerland
$806K +$373K +6,120 +86%
CA
153
Clearstead Advisors
Ohio
$800K – – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$785K -$229K -3,755 -23%
RSWM
155
Robertson Stephens Wealth Management
California
$779K +$779K +12,790 New
VWM
156
Venturi Wealth Management
Texas
$757K -$244K -4,010 -24%
ASN
157
Advisory Services Network
Georgia
$742K +$23.8K +390 +3%
PCM
158
Parsons Capital Management
Rhode Island
$730K -$6.09K -100 -0.8%
NL
159
NVWM LLC
Pennsylvania
$729K +$4.88K +80 +0.7%
MCM
160
MAI Capital Management
Ohio
$705K -$149K -2,445 -17%
WA
161
WBH Advisory
Maryland
$701K +$701K +11,500 New
EAM
162
Evanson Asset Management
California
$684K – – –
MA
163
Mutual Advisors
Nebraska
$665K -$73.4K -1,205 -10%
GKWIM
164
Gerber Kawasaki Wealth & Investment Management
California
$658K -$45.1K -740 -6%
NCM
165
Novare Capital Management
North Carolina
$658K -$619K -10,150 -48%
DA
166
Dash Acquisitions
California
$651K -$4.08M -66,875 -86%
SIC
167
Sterling Investment Counsel
New York
$650K -$29.3K -480 -4%
KPWS
168
Kestra Private Wealth Services
Texas
$648K -$22.6K -370 -3%
CC
169
Carlson Capital
Texas
$647K -$2.63M -43,100 -80%
MMH
170
Menora Mivtachim Holdings
Israel
$630K +$630K +10,330 New
JEST
171
JTC Employer Solutions Trustee
Jersey
$615K – – –
HSBC Holdings
172
HSBC Holdings
United Kingdom
$609K – – –
IP
173
Intellectus Partners
California
$604K -$167K -2,740 -22%
VNA
174
Valley National Advisers
Pennsylvania
$603K +$17K +285 +3%
PAM
175
PVG Asset Management
Colorado
$598K -$38.1K -625 -6%
5 6
7
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