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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+37
Holders Change %
+10%
% of All Funds
6.42%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
104
Reduced
124
Closed
39
Calls
$144M
Puts
$148M
Net Calls
-$4.22M
Net Calls Change
+$14.5M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$208M
3
Morgan Stanley
Morgan Stanley
New York
$535M
4
LPL Financial
LPL Financial
California
$55.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M
2
EWA
EP Wealth Advisors
California
$626K
3
Goldman Sachs
Goldman Sachs
New York
$214M
4
Bank of America
Bank of America
North Carolina
$199M
5
UBS Group
UBS Group
Switzerland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Evanson Asset Management
California
$780K +$3.46K +50 +0.4%
MS
177
Maven Securities
Jersey
$757K +$757K +10,935 New
GKWIM
178
Gerber Kawasaki Wealth & Investment Management
California
$732K -$15.6K -225 -2%
SIC
179
Sterling Investment Counsel
New York
$727K -$10K -145 -1%
WA
180
WBH Advisory
Maryland
$717K -$78.2K -1,130 -10%
KPWS
181
Kestra Private Wealth Services
Texas
$716K -$19.7K -285 -3%
MMH
182
Menora Mivtachim Holdings
Israel
$715K – – –
EDRH
183
Edmond de Rothschild Holding
Switzerland
$705K -$210K -3,035 -23%
CAG
184
Csenge Advisory Group
Florida
$704K +$83K +1,200 +13%
IP
185
Intellectus Partners
California
$703K +$17.3K +250 +3%
HH
186
Hilltop Holdings
Texas
$699K +$40.5K +585 +6%
JEST
187
JTC Employer Solutions Trustee
Jersey
$699K – – –
DC
188
Davenport & Co
Virginia
$695K +$695K +10,040 New
VNA
189
Valley National Advisers
Pennsylvania
$694K -$5.89K -85 -0.8%
HSBC Holdings
190
HSBC Holdings
United Kingdom
$692K – – –
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$688K -$203K -2,930 -23%
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$679K -$58.4K -845 -8%
BRWA
193
B. Riley Wealth Advisors
Florida
$677K +$30.1K +435 +5%
TI
194
Trexquant Investment
Connecticut
$672K +$672K +9,715 New
KeyBank National Association
195
KeyBank National Association
Ohio
$645K -$14.2K -205 -2%
NCM
196
Novare Capital Management
North Carolina
$642K -$106K -1,525 -14%
PA
197
Parallel Advisors
California
$636K -$3.46K -50 -0.5%
CIC
198
Carnegie Investment Counsel
Ohio
$635K +$20.1K +290 +3%
CFD
199
Creative Financial Designs
Indiana
$630K +$75.1K +1,085 +14%
US Bancorp
200
US Bancorp
Minnesota
$627K +$96.9K +1,400 +18%
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