IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

412 hedge funds and large institutions have $4.49B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+5
Holders Change %
+1.23%
% of All Funds
6.57%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
57
Increased
115
Reduced
125
Closed
46
Calls
$140M
Puts
$154M
Net Calls
-$13.7M
Net Calls Change
-$9.51M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$112M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$167M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$49M
4
Citigroup
Citigroup
New York
$121M
5
Bank of America
Bank of America
North Carolina
$232M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.52M
2
CS
Credit Suisse
Switzerland
$179M
3
Morgan Stanley
Morgan Stanley
New York
$478M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$229M
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$757K -$95.2K -1,395 -11%
MA
177
Mutual Advisors
Nebraska
$756K -$1.17M -17,175 -61%
QT
178
Quantbot Technologies
New York
$756K -$137K -2,010 -15%
CMANY
179
Capital Management Associates (New York)
New York
$751K +$171K +2,500 +29%
EWA
180
EP Wealth Advisors
California
$751K -$4.64M -67,960 -86%
KPWS
181
Kestra Private Wealth Services
Texas
$729K +$22.2K +325 +3%
CIC
182
Carnegie Investment Counsel
Ohio
$729K +$102K +1,500 +16%
JFG
183
Jefferies Financial Group
New York
$725K +$275K +4,035 +61%
SIC
184
Sterling Investment Counsel
New York
$718K +$341 +5 +0%
GKWIM
185
Gerber Kawasaki Wealth & Investment Management
California
$710K -$11.9K -175 -2%
MMH
186
Menora Mivtachim Holdings
Israel
$705K – – –
TW
187
Transform Wealth
Colorado
$702K +$702K +10,285 New
EDRH
188
Edmond de Rothschild Holding
Switzerland
$694K -$1.37K -20 -0.2%
JEST
189
JTC Employer Solutions Trustee
Jersey
$689K – – –
IP
190
Intellectus Partners
California
$688K -$5.12K -75 -0.7%
DC
191
Davenport & Co
Virginia
$685K – – –
HSBC Holdings
192
HSBC Holdings
United Kingdom
$683K – – –
Cerity Partners
193
Cerity Partners
New York
$680K -$702K -10,290 -51%
WAOTB
194
Wealth Advisors of Tampa Bay
Florida
$680K +$340K +4,985 +100%
MCM
195
MAI Capital Management
Ohio
$679K -$103K -1,515 -13%
BRWA
196
B. Riley Wealth Advisors
Florida
$679K +$10.6K +155 +2%
CFD
197
Creative Financial Designs
Indiana
$671K +$49.1K +720 +8%
GCA
198
Greenwood Capital Associates
South Carolina
$670K +$60.7K +890 +10%
VNA
199
Valley National Advisers
Pennsylvania
$669K -$14.7K -215 -2%
WA
200
WBH Advisory
Maryland
$653K -$54.6K -800 -8%
6 7
8
9 10