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iShares Expanded Tech-Software Sector ETF

620 hedge funds and large institutions have $5.72B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 202 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 31

156% more call options, than puts

Call options by funds: $873M | Put options by funds: $341M

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

66% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 122

31% more capital invested

Capital invested by funds: $4.38B → $5.72B (+$1.34B)

28% more funds holding

Funds holding: 485620 (+135)

3.34% less ownership

Funds ownership: 64.74%61.4% (-3.3%)

Holders
620
Holders Change
+135
Holders Change %
+27.84%
% of All Funds
8.17%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
174
Increased
202
Reduced
122
Closed
31
Calls
$873M
Puts
$341M
Net Calls
+$532M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Grandview Asset Management
Pennsylvania
$2.16M +$2.14M +21,591 New
ACM
177
Avalon Capital Management
California
$2.16M +$2.14M +21,566 New
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$2.1M -$48.6K -490 -2%
SG
179
Sharper & Granite
California
$2.09M +$60.4K +610 +3%
LSWP
180
Liberty Square Wealth Partners
Pennsylvania
$2.07M +$1.92M +19,375 New
Cerity Partners
181
Cerity Partners
New York
$1.99M +$406K +4,101 +26%
US Bancorp
182
US Bancorp
Minnesota
$1.96M +$1.39M +13,990 +249%
MF
183
Montis Financial
Massachusetts
$1.96M +$1.94M +19,563 New
GAA
184
Guardian Asset Advisors
Pennsylvania
$1.96M +$1.94M +19,557 New
LC
185
Lindbrook Capital
California
$1.95M +$71.3K +720 +4%
BEI
186
Benjamin Edwards Inc
Missouri
$1.93M +$130K +1,314 +7%
GWSG
187
GPS Wealth Strategies Group
Colorado
$1.93M -$385K -3,883 -17%
SWM
188
Segment Wealth Management
Texas
$1.92M -$35.7K -360 -2%
PG
189
Patten Group
Tennessee
$1.9M -$17K -172 -0.9%
DAM
190
Deltec Asset Management
New York
$1.85M +$1.83M +18,500 New
AF
191
Allworth Financial
California
$1.83M +$1.61M +16,257 +1,222%
AAS
192
Avantax Advisory Services
Texas
$1.81M -$267K -2,695 -13%
KPWS
193
Kestra Private Wealth Services
Texas
$1.81M +$359K +3,625 +25%
IFG
194
Independent Financial Group
California
$1.77M +$22.6K +228 +1%
NF
195
Nikulski Financial
Iowa
$1.75M +$300K +3,029 +21%
PWA
196
Provenance Wealth Advisors
Florida
$1.75M
CWA
197
Cascade Wealth Advisors
Washington
$1.73M -$19.8K -200 -1%
HMS
198
Hanseatic Management Services
New Mexico
$1.71M -$52.4K -529 -3%
PCS
199
Personal CFO Solutions
New Jersey
$1.66M +$133K +1,342 +9%
FGA
200
Fortis Group Advisors
New Jersey
$1.66M +$296K +2,986 +22%

IGV Hedge Fund Activity: Q4 2024 in Review

620 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2024, worth a combined $5.72B — up 31% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new IGV positions and 31 closed out — a net gain of 143 holders — while 202 added to existing stakes and 122 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $350M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $622M.

  • 620 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2024, up from 485 in Q3 2024.
  • Funds reported $5.72B of iShares Expanded Tech-Software Sector ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 174 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2024 and 31 closed out, a net change of +143 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $350M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2024.