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iShares Expanded Tech-Software Sector ETF
IGV

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81% → 567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

4% more funds holding

Funds holding: 373 → 387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$564M
2
Bank of America
Bank of America
North Carolina
+$426M
3
Morgan Stanley
Morgan Stanley
New York
+$329M
4
LIA
LBMC Investment Advisors
Tennessee
+$183M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$127M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$131M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$50.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.3M
4
RIG
RiverFront Investment Group
Virginia
-$20.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
176
Hanseatic Management Services
New Mexico
$1.21M -$50.2K -615 -4%
KJHP
177
K.J. Harrison & Partners
Ontario, Canada
$1.2M +$1.22M +15,000 New
NF
178
Nikulski Financial
Iowa
$1.15M +$113K +1,380 +11%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$1.12M +$994K +12,180 +714%
AFC
180
AFT Forsyth & Company
Florida
$1.12M +$50.6K +620 +5%
Vontobel Holding
181
Vontobel Holding
Switzerland
$1.11M +$659K +8,070 +139%
ASFA
182
All Season Financial Advisors
Colorado
$1.1M +$710K +8,695 +170%
BFC
183
Blue Fin Capital
Rhode Island
$1.1M +$2.04K +25 +0.2%
SF
184
Synovus Financial
Georgia
$1.09M +$67.3K +825 +6%
HSA
185
HBK Sorce Advisory
Pennsylvania
$1.09M +$2.86K +35 +0.3%
SPIA
186
Steward Partners Investment Advisory
New York
$1.09M +$127K +1,555 +13%
Cerity Partners
187
Cerity Partners
New York
$1.06M +$449K +5,500 +71%
NL
188
NVWM LLC
Pennsylvania
$1.03M -$79.2K -970 -7%
CNBTD
189
Citizens National Bank Trust Department
Mississippi
$1.01M -$119K -1,455 -10%
MCM
190
Murphy Capital Management
New Jersey
$997K -$8.16K -100 -0.8%
CAG
191
Csenge Advisory Group
Florida
$983K +$24.5K +300 +3%
TSS
192
Two Sigma Securities
New York
$948K +$213K +2,615 +28%
WA
193
WBH Advisory
Maryland
$918K – – –
APA
194
American Portfolios Advisors
New York
$913K +$101K +1,235 +12%
VCM
195
Virtue Capital Management
Tennessee
$878K +$3.27K +40 +0.4%
PP
196
Professional Planning
California
$877K +$41.2K +505 +5%
EWA
197
EP Wealth Advisors
California
$873K -$135K -1,650 -13%
HCIA
198
Hochman Cole Investment Advisors
Illinois
$858K – – –
Deutsche Bank
199
Deutsche Bank
Germany
$848K – – –
NFG
200
Next Financial Group
Texas
$838K -$16.7K -205 -2%
6 7
8
9 10

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.