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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
176
Peapack-Gladstone Financial Corp
New Jersey
$585K -$112K -2,050 -16%
KeyBank National Association
177
KeyBank National Association
Ohio
$581K +$66.7K +1,095 +13%
HH
178
Hilltop Holdings
Texas
$580K +$40.8K +670 +8%
BRWA
179
B. Riley Wealth Advisors
Florida
$570K -$142K -2,325 -20%
PA
180
Parallel Advisors
California
$563K -$121K -1,990 -18%
JGGDR
181
JGP Global Gestao de Recursos
Brazil
$561K -$1.76M -34,530 -76%
TSWM
182
Triangle Securities Wealth Management
North Carolina
$557K +$10.7K +175 +2%
CAG
183
Csenge Advisory Group
Florida
$547K -$11K -180 -2%
YC
184
Yarbrough Capital
Tennessee
$545K +$545K +8,945 New
CAM
185
Cresset Asset Management
Illinois
$543K +$543K +8,915 New
CIC
186
Carnegie Investment Counsel
Ohio
$541K +$150K +2,460 +38%
CNBTD
187
Citizens National Bank Trust Department
Mississippi
$539K -$85.3K -1,400 -14%
AWS
188
AJ Wealth Strategies
New York
$534K – – –
SIC
189
Salem Investment Counselors
North Carolina
$532K -$52.4K -860 -9%
SPIA
190
Steward Partners Investment Advisory
New York
$530K -$139K -2,280 -21%
GFPC
191
Global Financial Private Client
Florida
$505K -$13.3K -220 -3%
CG
192
Caprock Group
Idaho
$493K – – –
CFD
193
Creative Financial Designs
Indiana
$489K +$64K +1,050 +15%
BFM
194
Boothbay Fund Management
New York
$488K – – –
US Bancorp
195
US Bancorp
Minnesota
$467K -$103K -1,695 -18%
HSA
196
HBK Sorce Advisory
Pennsylvania
$465K -$829K -13,595 -64%
3F
197
360 Financial
Minnesota
$463K – – –
ICM
198
Ionic Capital Management
New York
$457K – – –
LSA
199
L & S Advisors
California
$457K +$457K +7,500 New
AWCI
200
Alpine Woods Capital Investors
New York
$457K – – –
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8
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