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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$1.25M -$39.2K -470 -3%
PA
177
Parallel Advisors
California
$1.25M -$70.1K -840 -5%
CCG
178
Chatham Capital Group
Georgia
$1.25M
AFC
179
AFT Forsyth & Company
Florida
$1.24M +$135K +1,615 +12%
PA
180
Pinnacle Associates
New York
$1.21M -$58.5K -700 -4%
SPIA
181
Steward Partners Investment Advisory
New York
$1.19M +$110K +1,315 +10%
GDP
182
Great Diamond Partners
Maine
$1.13M +$1.18M +14,185 New
BFC
183
Blue Fin Capital
Rhode Island
$1.13M +$32.6K +390 +3%
MCM
184
MAI Capital Management
Ohio
$1.13M +$902K +10,805 +321%
QT
185
Quantbot Technologies
New York
$1.12M -$317K -3,800 -21%
NFG
186
Next Financial Group
Texas
$1.11M +$290K +3,475 +33%
NL
187
NVWM LLC
Pennsylvania
$1.09M +$58.5K +700 +5%
TCMP
188
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.08M +$1.13M +13,545 New
HSA
189
HBK Sorce Advisory
Pennsylvania
$1.08M -$10.4K -125 -0.9%
SF
190
Synovus Financial
Georgia
$1.05M -$37.6K -450 -3%
NF
191
Nikulski Financial
Iowa
$1.04M -$107K -1,280 -9%
LIA
192
LBMC Investment Advisors
Tennessee
$1.04M -$187M -2,245,020 -99%
EDRH
193
Edmond de Rothschild Holding
Switzerland
$1.02M +$1.05M +12,580 +4,338%
IP
194
Intellectus Partners
California
$994K -$228K -2,730 -18%
MCM
195
Murphy Capital Management
New Jersey
$994K
APA
196
American Portfolios Advisors
New York
$967K +$61K +730 +6%
CS
197
Credit Suisse
Switzerland
$943K -$1.06M -12,680 -52%
TI
198
Tidal Investments
Wisconsin
$943K +$990K +11,860 New
CAG
199
Csenge Advisory Group
Florida
$924K -$25.1K -300 -2%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$924K +$970K +11,620 New

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.