We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Cahill Financial Advisors
Minnesota
$741K -$602K -11,620 -45%
TSS
177
Two Sigma Securities
New York
$730K +$739K +14,265 New
BFC
178
Blue Fin Capital
Rhode Island
$729K -$11.1K -215 -1%
MCM
179
MAI Capital Management
Ohio
$717K +$8.29K +160 +1%
CCG
180
Chatham Capital Group
Georgia
$707K
CA
181
Clearstead Advisors
Ohio
$672K +$256K +4,930 +60%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$651K +$62.2K +1,200 +10%
IP
183
Intellectus Partners
California
$647K +$13K +250 +2%
BBVA
184
Banco Bilbao Vizcaya Argentaria
Spain
$625K -$857K -16,525 -57%
MA
185
Mutual Advisors
Nebraska
$620K -$95.4K -1,840 -13%
PCM
186
Parsons Capital Management
Rhode Island
$618K -$111K -2,150 -15%
NL
187
NVWM LLC
Pennsylvania
$608K +$181K +3,490 +42%
ASN
188
Advisory Services Network
Georgia
$603K -$1.3K -25 -0.2%
BRWA
189
B. Riley Wealth Advisors
Florida
$598K +$1.55K +30 +0.3%
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$591K -$242K -4,675 -29%
PA
191
Parallel Advisors
California
$575K -$36.3K -700 -6%
EAM
192
Evanson Asset Management
California
$574K
SIC
193
Sterling Investment Counsel
New York
$570K +$128K +2,465 +28%
KPWS
194
Kestra Private Wealth Services
Texas
$563K -$49.5K -955 -8%
SPIA
195
Steward Partners Investment Advisory
New York
$562K +$406K +7,825 +248%
BFG
196
Baron Financial Group
New Jersey
$542K -$79K -1,525 -13%
PAM
197
PVG Asset Management
Colorado
$534K +$264K +5,085 +95%
CNBTD
198
Citizens National Bank Trust Department
Mississippi
$524K -$29.8K -575 -5%
EWA
199
EP Wealth Advisors
California
$519K +$526K +10,140 New
JEST
200
JTC Employer Solutions Trustee
Jersey
$517K

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.