We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$1.75M +$9.99K +135 +0.6%
GPA
152
Guerra Pan Advisors
New Jersey
$1.72M +$38.1K +515 +2%
TCMP
153
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.66M -$247K -3,335 -14%
Jane Street
154
Jane Street
New York
$1.65M +$1.24M +16,740 +468%
IUHSA
155
Itau Unibanco Holding S.A.
Brazil
$1.63M +$1.48M +20,000 New
BPA
156
Beacon Pointe Advisors
California
$1.63M -$231K -3,125 -13%
KAS
157
Kestra Advisory Services
Texas
$1.6M -$151K -2,040 -9%
GDP
158
Great Diamond Partners
Maine
$1.59M +$1.45M +19,630 New
CF
159
Centaurus Financial
California
$1.59M +$1.34M +18,060 +1,165%
AI
160
Atria Investments
North Carolina
$1.58M -$128K -1,725 -8%
SG
161
Sharper & Granite
California
$1.55M -$29.6K -400 -2%
PG
162
Patten Group
Tennessee
$1.53M -$97.7K -1,320 -7%
OC
163
Oppenheimer & Co
New York
$1.52M -$266K -3,595 -16%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$1.47M +$361K +4,875 +37%
IFG
165
Independent Financial Group
California
$1.45M -$302K -4,085 -19%
SPC
166
Sigma Planning Corp
Michigan
$1.41M -$1.54M -20,830 -54%
SF
167
Synovus Financial
Georgia
$1.41M
BFEC
168
Benjamin F. Edwards & Company
Missouri
$1.38M +$970K +13,115 +339%
Cerity Partners
169
Cerity Partners
New York
$1.38M +$518K +6,995 +70%
AFG
170
Arkansas Financial Group
Arkansas
$1.38M -$2.22K -30 -0.2%
VCM
171
Virtue Capital Management
Tennessee
$1.33M +$125K +1,690 +11%
Comerica Bank
172
Comerica Bank
Texas
$1.32M +$107K +1,450 +10%
HI
173
Harbour Investments
Wisconsin
$1.3M +$206K +2,785 +21%
CGL
174
Clarius Group LLC
Washington
$1.28M +$1.17M +15,750 New
CNBTD
175
Citizens National Bank Trust Department
Mississippi
$1.24M -$23.3K -315 -2%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.