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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
201
KCM Investment Advisors
California
$937K
MWA
202
Muirfield Wealth Advisors
North Carolina
$934K -$51.7K -603 -5%
HVCM
203
Hel Ved Capital Management
Hong Kong
$930K -$1.11M -12,913 -55%
SMH
204
Sanders Morris Harris
Texas
$916K -$3.79M -44,260 -81%
OAM
205
Oppenheimer Asset Management
New York
$911K -$37K -432 -4%
GCA
206
Genesee Capital Advisors
New York
$906K +$225K +2,626 +35%
JEST
207
JTC Employer Solutions Trustee
Jersey
$903K
Barclays
208
Barclays
United Kingdom
$901K -$1.6M -18,718 -65%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$894K -$857K -10,000 -50%
SF
210
Synovus Financial
Georgia
$892K -$351K -4,091 -29%
IP
211
Intellectus Partners
California
$887K
CFD
212
Creative Financial Designs
Indiana
$884K -$68.8K -802 -7%
MMA
213
Miracle Mile Advisors
California
$883K +$4.29K +50 +0.5%
GKWIM
214
Gerber Kawasaki Wealth & Investment Management
California
$851K
CW
215
CreativeOne Wealth
Kansas
$836K +$170K +1,982 +27%
WWM
216
WJ Wealth Management
Arizona
$827K
OCBCO
217
Oversea-Chinese Banking Corp (OCBC)
Singapore
$823K -$92.3K -1,077 -10%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$820K +$12K +140 +2%
CFA
219
Cahill Financial Advisors
Minnesota
$808K -$27K -315 -3%
KeyBank National Association
220
KeyBank National Association
Ohio
$804K -$22.2K -259 -3%
SIC
221
Sterling Investment Counsel
New York
$801K -$6.26K -73 -0.8%
YC
222
Yarbrough Capital
Tennessee
$799K
SIC
223
Salem Investment Counselors
North Carolina
$797K
YIH
224
Y-Intercept (HK)
Hong Kong
$796K +$763K +8,902 New
TVAMP
225
Tennessee Valley Asset Management Partners
Tennessee
$793K +$63.2K +737 +9%

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.