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iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
176
Quantbot Technologies
New York
$1.22M +$291K +3,930 +36%
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.22M +$15.9K +215 +1%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$1.22M +$1.11M +14,980 New
BFC
179
Blue Fin Capital
Rhode Island
$1.21M +$45.9K +620 +4%
MCC
180
Money Concepts Capital
Florida
$1.18M +$1.08M +14,600 New
BCM
181
Brookstone Capital Management
Illinois
$1.18M +$548K +7,410 +103%
AFC
182
AFT Forsyth & Company
Florida
$1.17M -$64.7K -875 -6%
WS
183
Wedbush Securities
California
$1.17M +$1.06M +14,365 New
PA
184
Pinnacle Associates
New York
$1.13M -$83.2K -1,125 -7%
BCM
185
Bienville Capital Management
New York
$1.12M
SPIA
186
Steward Partners Investment Advisory
New York
$1.12M +$18.1K +245 +2%
CFA
187
Cahill Financial Advisors
Minnesota
$1.11M
UCFA
188
United Capital Financial Advisors
Texas
$1.08M -$1.49M -20,170 -60%
PWA
189
Provenance Wealth Advisors
Florida
$1.08M +$114K +1,535 +13%
CA
190
Clearstead Advisors
Ohio
$1.07M -$981K -13,265 -50%
IWC
191
Integrated Wealth Concepts
Massachusetts
$1.06M -$226K -3,050 -19%
NF
192
Nikulski Financial
Iowa
$1.06M +$968K +13,080 New
PCIA
193
Prime Capital Investment Advisors
Kansas
$1.05M +$593K +8,015 +162%
TW
194
TritonPoint Wealth
Maryland
$1.04M +$947K +12,800 New
KPWS
195
Kestra Private Wealth Services
Texas
$1.01M +$135K +1,825 +17%
KIA
196
KCM Investment Advisors
California
$1.01M -$1.11K -15 -0.1%
GWM
197
Geneos Wealth Management
Colorado
$980K +$760K +10,265 +567%
PCM
198
Parsons Capital Management
Rhode Island
$967K
HAM
199
Harmony Asset Management
Arizona
$958K +$874K +11,810 New
CAG
200
Csenge Advisory Group
Florida
$935K +$11.1K +150 +1%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.