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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
151
Benjamin Edwards Inc
Missouri
$1.6M +$1.54M +17,937 New
SSA
152
Schonfeld Strategic Advisors
New York
$1.58M +$401K +4,676 +36%
HMS
153
Hanseatic Management Services
New Mexico
$1.57M -$2.03M -23,672 -57%
CWA
154
Cascade Wealth Advisors
Washington
$1.57M -$150K -1,750 -9%
PWA
155
Provenance Wealth Advisors
Florida
$1.56M +$141K +1,649 +10%
IFG
156
Independent Financial Group
California
$1.56M +$201K +2,340 +16%
PCMH
157
Polymer Capital Management (HK)
Hong Kong
$1.52M +$1.46M +17,000 New
AFG
158
Arkansas Financial Group
Arkansas
$1.47M -$8.83K -103 -0.6%
KAS
159
Kestra Advisory Services
Texas
$1.46M -$1.34M -15,629 -49%
IA
160
IFG Advisory
Georgia
$1.45M +$726K +8,469 +110%
EAM
161
Empirical Asset Management
Massachusetts
$1.44M -$32.1K -375 -2%
Cerity Partners
162
Cerity Partners
New York
$1.41M -$223K -2,600 -14%
AR
163
Apeiron RIA
Texas
$1.39M +$409K +4,770 +44%
PCS
164
Personal CFO Solutions
New Jersey
$1.36M +$466K +5,434 +55%
MCC
165
Money Concepts Capital
Florida
$1.32M -$70.7K -825 -5%
NF
166
Nikulski Financial
Iowa
$1.29M -$152K -1,771 -11%
KPWS
167
Kestra Private Wealth Services
Texas
$1.29M +$29.2K +341 +2%
Comerica Bank
168
Comerica Bank
Texas
$1.28M -$20.6K -240 -2%
AFC
169
AFT Forsyth & Company
Florida
$1.28M -$27.1K -316 -2%
RPGK
170
Retirement Planning Group (Kansas)
Kansas
$1.28M -$46.9K -547 -4%
CGL
171
Clarius Group LLC
Washington
$1.27M
UCB
172
United Community Bank
South Carolina
$1.27M -$310K -3,620 -20%
BFC
173
Blue Fin Capital
Rhode Island
$1.27M -$6K -70 -0.5%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$1.27M +$190K +2,216 +19%
SPIA
175
Steward Partners Investment Advisory
New York
$1.26M -$118K -1,375 -9%

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.