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iShares Expanded Tech-Software Sector ETF
IGV

376 hedge funds and large institutions have $3.47B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.6% more ownership

Funds ownership: 338.62% → 441.21% (+103%)

96% more call options, than puts

Call options by funds: $476M | Put options by funds: $243M

32% more capital invested

Capital invested by funds: $2.63B → $3.47B (+$833M)

3% less funds holding

Funds holding: 389 → 376 (-13)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

32% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 132

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
6.48%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
49
Increased
90
Reduced
132
Closed
56
Calls
$476M
Puts
$243M
Net Calls
+$234M
Net Calls Change
+$67.9M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.39B
2
Morgan Stanley
Morgan Stanley
New York
+$115M
3
Citigroup
Citigroup
New York
+$92.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.8M
5
CCM
Cinctive Capital Management
New York
+$44.9M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$241M
2
Bank of America
Bank of America
North Carolina
-$97.1M
3
PF
Phoenix Financial
Israel
-$55.7M
4
UBS Group
UBS Group
Switzerland
-$47.1M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Pinnacle Associates
New York
$779K -$42.6K -750 -5%
APA
177
American Portfolios Advisors
New York
$759K -$21.9K -385 -2%
GPCM
178
Granite Point Capital Management
Massachusetts
$750K +$853K +15,000 New
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$737K -$171K -3,010 -17%
BFC
180
Blue Fin Capital
Rhode Island
$723K +$1.99K +35 +0.2%
PCM
181
Parsons Capital Management
Rhode Island
$712K – – –
Cerity Partners
182
Cerity Partners
New York
$708K -$81K -1,425 -9%
EDRH
183
Edmond de Rothschild Holding
Switzerland
$698K -$8.53K -150 -1%
MA
184
Mutual Advisors
Nebraska
$698K +$126K +2,210 +19%
MCM
185
MAI Capital Management
Ohio
$693K -$82.7K -1,455 -10%
CCG
186
Chatham Capital Group
Georgia
$692K – – –
BAM
187
Belpointe Asset Management
Nevada
$682K +$442K +7,780 +133%
HSA
188
HBK Sorce Advisory
Pennsylvania
$648K +$736K +12,955 New
JG
189
Jefferies Group
New York
$633K – – –
LWP
190
Legacy Wealth Planning
Nevada
$624K -$40.4K -710 -5%
LIA
191
LBMC Investment Advisors
Tennessee
$624K – – –
IP
192
Intellectus Partners
California
$620K -$4.26K -75 -0.6%
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$613K – – –
QT
194
Quantbot Technologies
New York
$608K -$301K -5,290 -30%
BFG
195
Baron Financial Group
New Jersey
$607K +$689K +12,125 New
KPWS
196
Kestra Private Wealth Services
Texas
$599K -$79.3K -1,395 -10%
PA
197
Parallel Advisors
California
$596K -$5.97K -105 -0.9%
LWCFA
198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$595K +$676K +11,900 New
ASN
199
Advisory Services Network
Georgia
$591K +$5.12K +90 +0.8%
BRWA
200
B. Riley Wealth Advisors
Florida
$583K +$7.96K +140 +1%
6 7
8
9 10

IGV Hedge Fund Activity: Q3 2022 in Review

376 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2022, worth a combined $3.47B — up 32% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IGV and 49 opened new positions — a net loss of 7 holders — while 132 trimmed existing stakes and 90 added.

The largest buyer was Fisher Asset Management, adding an estimated $1.39B. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $241M.

  • 376 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2022, down from 389 in Q2 2022.
  • Funds reported $3.47B of iShares Expanded Tech-Software Sector ETF stock for Q3 2022, up 32% quarter-over-quarter.
  • 49 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2022 and 56 closed out, a net change of -7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $1.39B added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2022.