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iShares Expanded Tech-Software Sector ETF
IGV

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417 → 480 (+63)

11.86% more ownership

Funds ownership: 370.95% → 382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$65.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
4
ARAM
Ardmore Road Asset Management
New York
+$22.2M
5
CM
Churchill Management
California
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$231M
2
Goldman Sachs
Goldman Sachs
New York
-$126M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$85.3M
4
Citigroup
Citigroup
New York
-$72.1M
5
Bank of America
Bank of America
North Carolina
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
201
Hilltop Holdings
Texas
$922K +$218K +2,950 +35%
SI
202
Stephens Inc
Arkansas
$920K +$326K +4,400 +63%
EAM
203
Evanson Asset Management
California
$911K – – –
ASN
204
Advisory Services Network
Georgia
$900K – – –
CMANY
205
Capital Management Associates (New York)
New York
$892K – – –
MWA
206
Muirfield Wealth Advisors
North Carolina
$888K +$810K +10,950 New
OAM
207
Oppenheimer Asset Management
New York
$877K +$799K +10,805 New
BBVA
208
Banco Bilbao Vizcaya Argentaria
Spain
$875K -$30.7K -415 -4%
GVAG
209
Great Valley Advisor Group
Delaware
$849K +$774K +10,465 New
GKWIM
210
Gerber Kawasaki Wealth & Investment Management
California
$844K – – –
AR
211
Apeiron RIA
Texas
$842K +$113K +1,525 +17%
GCA
212
Greenwood Capital Associates
South Carolina
$838K +$38.5K +520 +5%
IA
213
IFG Advisory
Georgia
$832K -$71K -960 -9%
NL
214
NVWM LLC
Pennsylvania
$831K -$104K -1,405 -12%
BRWA
215
B. Riley Wealth Advisors
Florida
$829K +$20.7K +280 +3%
EDRH
216
Edmond de Rothschild Holding
Switzerland
$825K – – –
JEST
217
JTC Employer Solutions Trustee
Jersey
$825K – – –
SMH
218
Sanders Morris Harris
Texas
$816K +$761K +10,280 New
IP
219
Intellectus Partners
California
$814K -$3.7K -50 -0.5%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$811K – – –
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$810K +$49.9K +675 +7%
MMA
222
Miracle Mile Advisors
California
$797K +$327K +4,415 +82%
WP
223
WMS Partners
Maryland
$797K -$177K -2,390 -20%
SIC
224
Sterling Investment Counsel
New York
$789K -$59.2K -800 -8%
MCM
225
MAI Capital Management
Ohio
$786K -$18.9K -255 -3%
7 8
9
10 11

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.