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iShares Expanded Tech-Software Sector ETF
IGV

376 hedge funds and large institutions have $3.47B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.6% more ownership

Funds ownership: 338.62% → 441.21% (+103%)

96% more call options, than puts

Call options by funds: $476M | Put options by funds: $243M

32% more capital invested

Capital invested by funds: $2.63B → $3.47B (+$833M)

3% less funds holding

Funds holding: 389 → 376 (-13)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

32% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 132

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
6.48%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
49
Increased
90
Reduced
132
Closed
56
Calls
$476M
Puts
$243M
Net Calls
+$234M
Net Calls Change
+$67.9M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.39B
2
Morgan Stanley
Morgan Stanley
New York
+$115M
3
Citigroup
Citigroup
New York
+$92.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.8M
5
CCM
Cinctive Capital Management
New York
+$44.9M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$241M
2
Bank of America
Bank of America
North Carolina
-$97.1M
3
PF
Phoenix Financial
Israel
-$55.7M
4
UBS Group
UBS Group
Switzerland
-$47.1M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$576K +$654K +11,515 New
WA
202
WBH Advisory
Maryland
$575K – – –
EAM
203
Evanson Asset Management
California
$562K – – –
CMANY
204
Capital Management Associates (New York)
New York
$550K +$624K +10,985 New
AF
205
Apexium Financial
Texas
$549K +$208K +3,665 +47%
DWM
206
Dopkins Wealth Management
New York
$543K – – –
CNBTD
207
Citizens National Bank Trust Department
Mississippi
$542K -$38.4K -675 -6%
VNA
208
Valley National Advisers
Pennsylvania
$532K -$45.8K -805 -7%
FFS
209
Founders Financial Securities
Maryland
$531K -$212K -3,735 -26%
MMA
210
Miracle Mile Advisors
California
$527K -$28.4K -500 -5%
US Bancorp
211
US Bancorp
Minnesota
$515K -$50.6K -890 -8%
MFG
212
Merit Financial Group
Georgia
$514K – – –
JEST
213
JTC Employer Solutions Trustee
Jersey
$506K – – –
PSF
214
Pacific Sun Financial
California
$502K -$4.83K -85 -0.8%
HI
215
Harper Investing
California
$500K +$40.1K +705 +8%
DAM
216
Deltec Asset Management
New York
$500K +$568K +10,000 New
PI
217
PEAK6 Investments
Illinois
$496K +$563K +9,905 New
SIC
218
Salem Investment Counselors
North Carolina
$495K +$4.55K +80 +0.8%
MIA
219
MMBG Investment Advisors
Florida
$463K +$165K +2,900 +46%
HI
220
Harbour Investments
Wisconsin
$460K – – –
CAG
221
Csenge Advisory Group
Florida
$458K – – –
HH
222
Hilltop Holdings
Texas
$453K +$13.6K +240 +3%
SFP
223
Sandbox Financial Partners
Maryland
$448K -$130K -2,295 -20%
WWM
224
WJ Wealth Management
Arizona
$446K – – –
GFPC
225
Global Financial Private Client
Florida
$440K -$13.9K -245 -3%
7 8
9
10 11

IGV Hedge Fund Activity: Q3 2022 in Review

376 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2022, worth a combined $3.47B — up 32% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IGV and 49 opened new positions — a net loss of 7 holders — while 132 trimmed existing stakes and 90 added.

The largest buyer was Fisher Asset Management, adding an estimated $1.39B. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $241M.

  • 376 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2022, down from 389 in Q2 2022.
  • Funds reported $3.47B of iShares Expanded Tech-Software Sector ETF stock for Q3 2022, up 32% quarter-over-quarter.
  • 49 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2022 and 56 closed out, a net change of -7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $1.39B added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2022.