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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Parsons Capital Management
Rhode Island
$1.05M -$976K -14,215 -48%
CCG
177
Chatham Capital Group
Georgia
$1.04M -$39.5K -575 -4%
VNA
178
Valley National Advisers
Pennsylvania
$1.01M -$1.14M -16,660 -53%
SFP
179
Sandbox Financial Partners
Maryland
$1.01M -$111K -1,610 -10%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$501K -7,300 -33%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$1M -$488K -7,105 -33%
BFC
182
Blue Fin Capital
Rhode Island
$991K +$13.7K +200 +1%
EDRH
183
Edmond de Rothschild Holding
Switzerland
$979K +$90.3K +1,315 +10%
MCM
184
MAI Capital Management
Ohio
$963K -$15.1K -220 -2%
KPWS
185
Kestra Private Wealth Services
Texas
$962K -$194K -2,825 -17%
HSA
186
HBK Sorce Advisory
Pennsylvania
$934K
TRCT
187
Tower Research Capital (TRC)
New York
$927K -$1.28M -18,585 -58%
PA
188
Parallel Advisors
California
$917K -$170K -2,480 -16%
LWP
189
Legacy Wealth Planning
Nevada
$912K +$126K +1,830 +16%
SF
190
Synovus Financial
Georgia
$910K -$1.37K -20 -0.2%
LIA
191
LBMC Investment Advisors
Tennessee
$903K
APA
192
American Portfolios Advisors
New York
$903K +$63.5K +925 +8%
MCM
193
Murphy Capital Management
New Jersey
$857K -$5.15K -75 -0.6%
CS
194
Credit Suisse
Switzerland
$844K +$25.1K +365 +3%
BBVA
195
Banco Bilbao Vizcaya Argentaria
Spain
$827K +$539K +7,855 +196%
RCS
196
Retirement Capital Strategies
California
$819K -$973K -14,165 -53%
MA
197
Mutual Advisors
Nebraska
$813K -$2.18M -31,690 -73%
BAM
198
Belpointe Asset Management
Nevada
$777K -$309K -4,495 -29%
EAM
199
Evanson Asset Management
California
$774K
WWM
200
Western Wealth Management
Colorado
$763K +$313K +4,565 +70%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.