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iShares Expanded Tech-Software Sector ETF

415 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

7% more funds holding

Funds holding: 387415 (+28)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

19% less capital invested

Capital invested by funds: $5.38B → $4.38B (-$1B)

44% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.42B

156.28% less ownership

Funds ownership: 567.05%410.77% (-156%)

Holders
415
Holders Change
+28
Holders Change %
+7.24%
% of All Funds
6.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.37%
New
86
Increased
111
Reduced
136
Closed
53
Calls
$1.36B
Puts
$2.42B
Net Calls
-$1.06B
Net Calls Change
-$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$564M -$25.8M -308,770 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$538M +$84.4M +1,010,500 +18%
Bank of America
3
Bank of America
North Carolina
$506M -$861M -10,310,030 -62%
Morgan Stanley
4
Morgan Stanley
New York
$293M -$260M -3,111,690 -46%
UBS Group
5
UBS Group
Switzerland
$252M +$192M +2,293,485 +263%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$230M +$15.7M +187,905 +7%
JP Morgan Chase
7
JP Morgan Chase
New York
$167M -$48.1M -576,080 -21%
Wells Fargo
8
Wells Fargo
California
$79.3M -$2.32M -27,745 -3%
Citadel Advisors
9
Citadel Advisors
Florida
$79.1M -$33M -395,560 -28%
LPL Financial
10
LPL Financial
California
$62.8M +$6.59M +78,865 +11%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$61.4M -$227M -2,720,755 -78%
Citigroup
12
Citigroup
New York
$56.3M +$22.4M +268,145 +61%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$47.2M +$49.2M +589,425 +13,613%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$46.7M +$38M +455,455 +347%
STA
15
Summit Trail Advisors
New York
$43.5M -$911K -10,910 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$39.8M -$1.2M -14,375 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38.3M +$3.58M +42,890 +10%
SWA
18
SFMG Wealth Advisors
Texas
$37.4M +$995K +11,915 +3%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$34.7M +$2.52M +30,190 +7%
GWSG
20
GPS Wealth Strategies Group
Colorado
$31.4M +$6.35M +76,075 +24%
MIH
21
Meitav Investment House
Israel
$29.9M -$236K -2,825 -0.7%
RJA
22
Raymond James & Associates
Florida
$27M -$1.31M -15,655 -4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$26.9M -$3.44M -41,195 -11%
Ameriprise
24
Ameriprise
Minnesota
$25.3M +$928K +11,115 +4%
NFC
25
Northeast Financial Consultants
Connecticut
$25.1M +$692K +8,285 +3%

IGV Hedge Fund Activity: Q4 2021 in Review

415 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2021, worth a combined $4.38B — down 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IGV positions and 53 closed out — a net gain of 33 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $861M.

  • 415 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 86 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2021 and 53 closed out, a net change of +33 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2021 was UBS Group, an estimated $192M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2021 was Bank of America, an estimated $861M sold.

Based on aggregated 13F filings for Q4 2021.