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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
201
Valley National Advisers
Pennsylvania
$516K -$31.1K -600 -6%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$512K -$442K -8,520 -46%
GPCM
203
Granite Point Capital Management
Massachusetts
$512K -$259K -5,000 -33%
PP
204
Prudential plc
United Kingdom
$501K -$749K -14,450 -60%
AMC
205
Asset Management Corp
Illinois
$499K +$246K +4,750 +95%
SIC
206
Salem Investment Counselors
North Carolina
$491K -$16.1K -310 -3%
PSF
207
Pacific Sun Financial
California
$490K -$23.3K -450 -4%
US Bancorp
208
US Bancorp
Minnesota
$479K -$48.7K -940 -9%
AF
209
Apexium Financial
Texas
$471K -$119K -2,295 -20%
CAG
210
Csenge Advisory Group
Florida
$468K
TSWM
211
Triangle Securities Wealth Management
North Carolina
$459K +$94.6K +1,825 +26%
WWM
212
WJ Wealth Management
Arizona
$455K
HH
213
Hilltop Holdings
Texas
$453K -$11.1K -215 -2%
AWS
214
AJ Wealth Strategies
New York
$448K -$1.8M -34,660 -80%
GFPC
215
Global Financial Private Client
Florida
$438K +$777 +15 +0.2%
KeyBank National Association
216
KeyBank National Association
Ohio
$432K +$76.7K +1,480 +21%
IWC
217
Integrated Wealth Concepts
Massachusetts
$419K +$424K +8,185 New
B
218
Bailard
California
$415K +$89.9K +1,735 +27%
CG
219
Caprock Group
Idaho
$414K +$1.04K +20 +0.2%
BFM
220
Boothbay Fund Management
New York
$409K +$415K +8,000 New
HI
221
Harbour Investments
Wisconsin
$405K -$32.4K -625 -7%
Vontobel Holding
222
Vontobel Holding
Switzerland
$397K
GIM
223
Goelzer Investment Management
Indiana
$391K -$2.51M -48,500 -86%
AWCI
224
Alpine Woods Capital Investors
New York
$384K -$692K -13,350 -64%
ICM
225
Ionic Capital Management
New York
$384K

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.