We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

387 hedge funds and large institutions have $5.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136.24% more ownership

Funds ownership: 430.81%567.05% (+136%)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 102

33% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.59B

24% more capital invested

Capital invested by funds: $4.33B → $5.38B (+$1.04B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

4% more funds holding

Funds holding: 373387 (+14)

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
40
Increased
148
Reduced
102
Closed
20
Calls
$2.11B
Puts
$1.59B
Net Calls
+$519M
Net Calls Change
+$392M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.33B +$426M +5,223,875 +46%
Goldman Sachs
2
Goldman Sachs
New York
$591M +$46.2M +566,665 +8%
Morgan Stanley
3
Morgan Stanley
New York
$542M +$329M +4,030,275 +146%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$459M +$127M +1,555,000 +37%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$279M +$17.3M +212,395 +6%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$216M -$131M -1,599,750 -37%
JP Morgan Chase
7
JP Morgan Chase
New York
$214M +$112M +1,367,085 +104%
Citadel Advisors
8
Citadel Advisors
Florida
$111M -$24.3M -297,895 -18%
Wells Fargo
9
Wells Fargo
California
$81.8M +$15M +183,485 +22%
UBS Group
10
UBS Group
Switzerland
$69.7M -$3.28M -40,175 -4%
LPL Financial
11
LPL Financial
California
$56.7M +$4.93M +60,415 +9%
STA
12
Summit Trail Advisors
New York
$44.5M +$4.29M +52,580 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.1M +$4.01M +49,185 +11%
SWA
14
SFMG Wealth Advisors
Texas
$36.6M +$992K +12,160 +3%
Citigroup
15
Citigroup
New York
$35.1M -$875K -10,715 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$35M +$7.12M +87,185 +25%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$32.4M +$9.48M +116,115 +40%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$30.3M +$11.5M +140,800 +59%
CMO
19
Covenant Multifamily Offices
Texas
$30.1M +$1.53M +18,780 +5%
MIH
20
Meitav Investment House
Israel
$30.1M +$534K +6,545 +2%
RJA
21
Raymond James & Associates
Florida
$28.3M +$322K +3,950 +1%
GWSG
22
GPS Wealth Strategies Group
Colorado
$25.5M +$2.86M +35,015 +12%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$24.6M +$12.2M +149,855 +94%
NFC
24
Northeast Financial Consultants
Connecticut
$24.5M -$485K -5,940 -2%
Ameriprise
25
Ameriprise
Minnesota
$24.5M +$1.07M +13,145 +4%

IGV Hedge Fund Activity: Q3 2021 in Review

387 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2021, worth a combined $5.38B — up 24% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGV positions and 20 closed out — a net gain of 20 holders — while 148 added to existing stakes and 102 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $564M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $131M.

  • 387 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2021, up from 373 in Q2 2021.
  • Funds reported $5.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $564M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.