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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
176
Citizens National Bank Trust Department
Mississippi
$1.21M -$51.5K -601 -4%
FGA
177
Fortis Group Advisors
New Jersey
$1.21M -$38.4K -448 -3%
HI
178
Harbour Investments
Wisconsin
$1.2M -$96.4K -1,124 -8%
TW
179
TritonPoint Wealth
Maryland
$1.2M
TCM
180
Triumph Capital Management
Colorado
$1.19M +$57.4K +669 +5%
NL
181
NVWM LLC
Pennsylvania
$1.16M +$1.03K +12 +0.1%
RAS
182
RPS Advisory Solutions
Kentucky
$1.16M -$134K -1,561 -11%
WC
183
Westwind Capital
New Mexico
$1.15M +$1.06M +12,422 +3,226%
CA
184
Clearstead Advisors
Ohio
$1.14M -$38.6K -450 -3%
PA
185
Pinnacle Associates
New York
$1.13M -$1.11M -12,947 -82%
NCM
186
Novare Capital Management
North Carolina
$1.12M -$60.9K -710 -5%
PCIA
187
Prime Capital Investment Advisors
Kansas
$1.12M -$10.7K -125 -1%
PCM
188
Parsons Capital Management
Rhode Island
$1.1M
DC
189
Davenport & Co
Virginia
$1.06M +$181K +2,116 +22%
NL
190
NWAM LLC
Washington
$1.03M +$984K +11,474 New
Tudor Investment Corp
191
Tudor Investment Corp
Connecticut
$1.02M +$976K +11,388 New
FFA
192
Farther Finance Advisors
California
$1.01M +$918K +10,705 +1,846%
UIA
193
Ulland Investment Advisors
Minnesota
$1M -$961K -11,204 -50%
EAM
194
Evanson Asset Management
California
$1M
MCM
195
MAI Capital Management
Ohio
$1M +$86 +1 +0%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$999K +$960K +11,200 New
CIC
197
Carnegie Investment Counsel
Ohio
$990K +$94K +1,096 +11%
BPAMU
198
BTG Pactual Asset Management US
New York
$984K
EWA
199
EP Wealth Advisors
California
$960K +$331K +3,859 +56%
MWM
200
Modern Wealth Management
Kansas
$943K +$52.1K +608 +6%

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.