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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+37
Holders Change %
+10%
% of All Funds
6.42%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
104
Reduced
124
Closed
39
Calls
$144M
Puts
$148M
Net Calls
-$4.22M
Net Calls Change
+$14.5M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$208M
3
Morgan Stanley
Morgan Stanley
New York
$535M
4
LPL Financial
LPL Financial
California
$55.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M
2
EWA
EP Wealth Advisors
California
$626K
3
Goldman Sachs
Goldman Sachs
New York
$214M
4
Bank of America
Bank of America
North Carolina
$199M
5
UBS Group
UBS Group
Switzerland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$626K -$95.3M -12,017,565 -99%
YC
202
Yarbrough Capital
Tennessee
$619K – – –
GCA
203
Greenwood Capital Associates
South Carolina
$617K +$617K +8,920 New
TSWM
204
Triangle Securities Wealth Management
North Carolina
$614K -$19K -275 -3%
PFA
205
Pinnacle Family Advisors
Missouri
$609K +$609K +8,800 New
AWS
206
AJ Wealth Strategies
New York
$606K – – –
SIC
207
Salem Investment Counselors
North Carolina
$604K – – –
GFPC
208
Global Financial Private Client
Florida
$602K +$28.2K +410 +5%
CMANY
209
Capital Management Associates (New York)
New York
$588K +$588K +8,500 New
AR
210
Apeiron RIA
Texas
$585K +$75.4K +1,090 +15%
PSF
211
Pacific Sun Financial
California
$573K +$573K +9,405 New
WWM
212
WJ Wealth Management
Arizona
$571K +$306K +4,425 +116%
Northern Trust
213
Northern Trust
Illinois
$570K +$340K +4,920 +148%
CG
214
Caprock Group
Idaho
$560K – – –
KIA
215
KCM Investment Advisors
California
$554K +$55K +795 +11%
BFM
216
Boothbay Fund Management
New York
$553K – – –
HCM
217
Hollencrest Capital Management
California
$553K +$553K +8,000 New
William Blair & Company
218
William Blair & Company
Illinois
$551K +$57.4K +830 +12%
HSA
219
HBK Sorce Advisory
Pennsylvania
$528K – – –
HI
220
Harbour Investments
Wisconsin
$525K +$19.7K +285 +4%
3F
221
360 Financial
Minnesota
$521K -$4.5K -65 -0.9%
AWCI
222
Alpine Woods Capital Investors
New York
$519K – – –
ICM
223
Ionic Capital Management
New York
$519K – – –
SI
224
Stephens Inc
Arkansas
$518K +$518K +7,495 New
Baird Financial Group
225
Baird Financial Group
Wisconsin
$504K +$504K +7,290 New
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