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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
201
Miracle Mile Advisors
California
$759K +$51.8K +755 +7%
AI
202
Atom Investors
Texas
$740K +$736K +10,720 New
IP
203
Intellectus Partners
California
$724K -$137K -2,000 -16%
WA
204
WBH Advisory
Maryland
$718K
EWA
205
EP Wealth Advisors
California
$712K -$44.6K -650 -6%
MWP
206
Madison Wealth Partners
Wisconsin
$710K +$161K +2,340 +29%
JEST
207
JTC Employer Solutions Trustee
Jersey
$695K
AFS
208
Access Financial Services
Minnesota
$695K +$143K +2,080 +26%
CWM
209
Circle Wealth Management
New Jersey
$690K +$687K +10,000 New
PSF
210
Pacific Sun Financial
California
$686K +$34.3K +500 +5%
DWM
211
Dopkins Wealth Management
New York
$680K
SIC
212
Salem Investment Counselors
North Carolina
$679K
WWM
213
WT Wealth Management
Arizona
$670K -$8.58K -125 -1%
KNW
214
Kesler Norman & Wride
Utah
$654K -$5.63M -81,975 -90%
CAG
215
Csenge Advisory Group
Florida
$649K -$168K -2,440 -21%
WP
216
WealthShield Partners
North Carolina
$624K +$621K +9,045 New
SAM
217
Silphium Asset Management
United Kingdom
$621K +$618K +9,000 New
Vontobel Holding
218
Vontobel Holding
Switzerland
$618K -$8.93K -130 -1%
PC
219
Pecaut & Co
Iowa
$575K +$572K +8,335 New
CG
220
Caprock Group
Idaho
$568K
B
221
Bailard
California
$565K +$274K +3,985 +95%
CTA
222
Colonial Trust Advisors
South Carolina
$556K -$145K -2,115 -21%
AFM
223
Abbot Financial Management
Massachusetts
$534K +$532K +7,740 New
ICM
224
Ionic Capital Management
New York
$517K +$515K +7,500 New
CFD
225
Creative Financial Designs
Indiana
$501K -$1.49M -21,710 -75%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.