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iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
201
Intrua Financial
Texas
$824K +$781K +9,565 New
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$813K +$269K +3,290 +48%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$810K -$29.4K -360 -3%
JEST
204
JTC Employer Solutions Trustee
Jersey
$806K
SIC
205
Salem Investment Counselors
North Carolina
$784K +$40K +490 +5%
PAM
206
PVG Asset Management
Colorado
$774K +$792K +9,700 New
WWM
207
WT Wealth Management
Arizona
$761K +$32.2K +395 +4%
MMA
208
Miracle Mile Advisors
California
$740K +$408 +5 +0.1%
GCP
209
GSA Capital Partners
United Kingdom
$711K +$448K +5,495 +161%
PSF
210
Pacific Sun Financial
California
$708K +$724K +8,870 New
RCA
211
Ranch Capital Advisors
Florida
$699K -$4.9K -60 -0.7%
CPC
212
Cookson Peirce & Co
Pennsylvania
$687K +$6.12K +75 +0.9%
SFM
213
Signet Financial Management
New Jersey
$660K +$675K +8,265 New
CG
214
Caprock Group
Idaho
$645K
Wolverine Trading
215
Wolverine Trading
Illinois
$628K -$5.07M -62,155 -89%
JG
216
Jefferies Group
New York
$624K +$20K +245 +3%
CAN
217
Claraphi Advisory Network
United States
$620K -$6.94K -85 -1%
SS
218
Sunbelt Securities
Texas
$606K
CS
219
Cannell & Spears
New York
$600K -$63.3K -775 -9%
KPW
220
Kore Private Wealth
New York
$584K -$62K -760 -9%
CWM
221
Calamos Wealth Management
Illinois
$583K
PCS
222
Personal CFO Solutions
New Jersey
$569K -$36.7K -450 -6%
Northern Trust
223
Northern Trust
Illinois
$557K
KeyBank National Association
224
KeyBank National Association
Ohio
$555K
SFI
225
SPC Financial Inc
Maryland
$554K -$19.2K -235 -3%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.