IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

370 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$149M
3
EWA
EP Wealth Advisors
California
+$122M
4
Morgan Stanley
Morgan Stanley
New York
+$91M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$61.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$40.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
201
Apeiron RIA
Texas
$449K +$449K +7,365 New
HI
202
Harbour Investments
Wisconsin
$445K -$36.6K -600 -8%
KIA
203
KCM Investment Advisors
California
$440K – – –
MFG
204
Merit Financial Group
Georgia
$439K +$439K +7,205 New
BFG
205
Bleakley Financial Group
New Jersey
$438K +$131K +2,150 +43%
SS
206
Simplicity Solutions
Minnesota
$438K +$438K +7,195 New
AF
207
Apexium Financial
Texas
$435K -$125K -2,055 -22%
William Blair & Company
208
William Blair & Company
Illinois
$435K -$3.96K -65 -0.9%
MWP
209
Madison Wealth Partners
Wisconsin
$433K -$2.44K -40 -0.6%
QT
210
Quantbot Technologies
New York
$432K -$1.15M -18,900 -73%
GIM
211
Goelzer Investment Management
Indiana
$426K -$39.6K -650 -9%
PCA
212
Pallas Capital Advisors
Massachusetts
$425K -$667K -11,170 -61%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$422K +$8.53K +140 +2%
CWM
214
Calamos Wealth Management
Illinois
$414K – – –
JFG
215
Jefferies Financial Group
New York
$411K -$486K -7,980 -54%
EH
216
Equitable Holdings
New York
$410K -$648K -10,635 -61%
AWE
217
Avidian Wealth Enterprises
Texas
$408K +$408K +6,695 New
CS
218
Cannell & Spears
New York
$403K – – –
CTA
219
Colonial Trust Advisors
South Carolina
$401K – – –
PFA
220
Plotkin Financial Advisors
Maryland
$401K -$1.83K -30 -0.5%
PCM
221
Pennsylvania Capital Management
Pennsylvania
$397K +$12.2K +200 +3%
TWP
222
Tempus Wealth Planning
California
$391K +$64.6K +1,060 +20%
MIA
223
MMBG Investment Advisors
Florida
$387K – – –
MMA
224
Miracle Mile Advisors
California
$372K -$22.2K -365 -6%
SFI
225
SPC Financial Inc
Maryland
$369K +$4.88K +80 +1%
7 8
9
10 11