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iShares Expanded Tech-Software Sector ETF

367 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $1.89B | Put options by funds: $1.37B

7.92% more ownership

Funds ownership: 438.77%446.69% (+7.9%)

7% less funds holding

Funds holding: 395367 (-28)

15% less capital invested

Capital invested by funds: $5.15B → $4.38B (-$764M)

28% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 151

33% less funds holding in top 10

Funds holding in top 10: 2416 (-8)

40% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 60

Holders
367
Holders Change
-28
Holders Change %
-7.09%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.28%
New
36
Increased
108
Reduced
151
Closed
60
Calls
$1.89B
Puts
$1.37B
Net Calls
+$525M
Net Calls Change
-$569M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$840M +$198M +2,797,955 +29%
Bank of America
2
Bank of America
North Carolina
$713M -$440M -6,203,580 -37%
Goldman Sachs
3
Goldman Sachs
New York
$623M +$223M +3,140,780 +53%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$311M +$286M +4,030,480 +775%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$257M -$27.9M -394,185 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$111M +$72.1M +1,016,415 +168%
Wells Fargo
7
Wells Fargo
California
$110M -$21.5M -303,120 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
8
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102M -$17.7M -250,000 -14%
UBS Group
9
UBS Group
Switzerland
$64.4M -$4.35M -61,385 -6%
LPL Financial
10
LPL Financial
California
$50.3M -$5.33M -75,200 -9%
RJA
11
Raymond James & Associates
Florida
$35M +$5.13M +72,305 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34.9M -$13.7M -193,925 -28%
SWA
13
SFMG Wealth Advisors
Texas
$33.3M -$1.39M -19,675 -4%
Ameriprise
14
Ameriprise
Minnesota
$30.4M -$2.18M -30,785 -6%
HF
15
HRT Financial
New York
$29.4M +$22.6M +318,300 +284%
STA
16
Summit Trail Advisors
New York
$29M +$5.92M +83,520 +24%
Citigroup
17
Citigroup
New York
$27.6M +$7M +98,755 +32%
RIG
18
RiverFront Investment Group
Virginia
$27.2M -$374K -5,275 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$25.7M -$1.49M -20,995 -5%
Citadel Advisors
20
Citadel Advisors
Florida
$25.3M -$112M -1,575,215 -81%
MTWSIF
21
Mivtachim The Workers Social Insurance Fund
Israel
$25M -$25.7M -362,445 -50%
CMO
22
Covenant Multifamily Offices
Texas
$24.3M -$26.1M -368,180 -51%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$855K +12,060 +4%
NFC
24
Northeast Financial Consultants
Connecticut
$22.5M +$2.6M +36,640 +13%
GAM
25
Gemmer Asset Management
California
$19.9M -$6.74M -95,130 -25%

IGV Hedge Fund Activity: Q1 2021 in Review

367 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2021, worth a combined $4.38B — down 15% from $5.15B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IGV and 36 opened new positions — a net loss of 24 holders — while 151 trimmed existing stakes and 108 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $286M. The largest seller was Bank of America, cutting an estimated $440M.

  • 367 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2021, down from 395 in Q4 2020.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 36 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2021 and 60 closed out, a net change of -24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $286M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2021 was Bank of America, an estimated $440M sold.

Based on aggregated 13F filings for Q1 2021.