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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+37
Holders Change %
+10%
% of All Funds
6.42%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
104
Reduced
124
Closed
39
Calls
$144M
Puts
$148M
Net Calls
-$4.22M
Net Calls Change
+$14.5M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$208M
3
Morgan Stanley
Morgan Stanley
New York
$535M
4
LPL Financial
LPL Financial
California
$55.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M
2
EWA
EP Wealth Advisors
California
$626K
3
Goldman Sachs
Goldman Sachs
New York
$214M
4
Bank of America
Bank of America
North Carolina
$199M
5
UBS Group
UBS Group
Switzerland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
151
Kenfarb & Co
Kentucky
$1.08M -$17.3K -250 -2%
VCM
152
Virtue Capital Management
Tennessee
$1.07M +$1.07M +15,540 New
FWM
153
Forza Wealth Management
Florida
$1.07M -$39.1K -565 -4%
EP
154
Edgestream Partners
New Jersey
$1.05M +$1.05M +15,240 New
SPIA
155
Steward Partners Investment Advisory
New York
$1.05M +$449K +6,485 +74%
LCWP
156
Legacy Capital Wealth Partners
Arkansas
$1.05M -$1.6M -23,085 -60%
CNBTD
157
Citizens National Bank Trust Department
Mississippi
$1.04M +$431K +6,230 +70%
JGGDR
158
JGP Global Gestao de Recursos
Brazil
$1.04M +$279K +4,030 +37%
PA
159
Pinnacle Associates
New York
$1.02M – – –
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M +$14.5K +210 +1%
AGM
161
Alpine Global Management
New York
$997K -$45.3K -655 -4%
CFA
162
Cahill Financial Advisors
Minnesota
$975K -$26.6K -385 -3%
BCM
163
Bluefin Capital Management
New York
$969K +$969K +14,005 New
Two Sigma Advisers
164
Two Sigma Advisers
New York
$969K +$969K +14,000 New
PAM
165
PVG Asset Management
Colorado
$928K +$250K +3,610 +37%
WP
166
WMS Partners
Maryland
$920K -$171K -2,465 -16%
CA
167
Clearstead Advisors
Ohio
$916K +$8.3K +120 +0.9%
QT
168
Quantbot Technologies
New York
$905K +$415K +5,995 +85%
AWM
169
Apollon Wealth Management
South Carolina
$870K +$870K +12,575 New
ASN
170
Advisory Services Network
Georgia
$864K +$21.8K +315 +3%
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
$849K -$119K -1,725 -12%
Citadel Advisors
172
Citadel Advisors
Florida
$841K -$5.03M -72,660 -86%
PCM
173
Parsons Capital Management
Rhode Island
$828K – – –
NL
174
NVWM LLC
Pennsylvania
$821K -$5.88K -85 -0.7%
MCM
175
MAI Capital Management
Ohio
$793K -$6.92K -100 -0.9%
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