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iShares Expanded Tech-Software Sector ETF

397 hedge funds and large institutions have $3.56B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 96 increasing their positions, 151 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.71% more ownership

Funds ownership: 410.78%417.49% (+6.7%)

5% less funds holding

Funds holding: 416397 (-19)

14% less call options, than puts

Call options by funds: $753M | Put options by funds: $874M

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

19% less capital invested

Capital invested by funds: $4.38B → $3.56B (-$820M)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 151

Holders
397
Holders Change
-19
Holders Change %
-4.57%
% of All Funds
6.26%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
96
Reduced
151
Closed
75
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$432M -$57M -830,630 -12%
Bank of America
2
Bank of America
North Carolina
$413M -$26.3M -382,625 -6%
Morgan Stanley
3
Morgan Stanley
New York
$381M +$126M +1,838,015 +50%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$148M -$51.1M -743,465 -26%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$141M +$87M +1,266,380 +164%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$124M -$341M -4,963,500 -73%
Citadel Advisors
7
Citadel Advisors
Florida
$110M +$40.7M +593,350 +60%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$108M +$97.4M +1,418,940 +1,013%
Citigroup
9
Citigroup
New York
$104M +$55.2M +803,930 +114%
UBS Group
10
UBS Group
Switzerland
$97.7M -$120M -1,749,270 -55%
Jane Street
11
Jane Street
New York
$63M +$44.6M +650,150 +246%
Wells Fargo
12
Wells Fargo
California
$57.2M -$11.5M -167,780 -17%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$47.8M +$47.6M +693,000 New
CLCM
14
Center Lake Capital Management
Florida
$44.9M +$46.4M +675,000 New
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$41.4M +$915K +13,330 +2%
LPL Financial
16
LPL Financial
California
$35.7M -$18.7M -272,400 -34%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$34.5M +$1.29M +18,810 +4%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$34.4M +$34.3M +500,005 New
MFS
19
Mirabella Financial Services
United Kingdom
$34.4M +$27.1M +394,735 +381%
SWA
20
SFMG Wealth Advisors
Texas
$33.7M +$1.29M +18,715 +4%
Barclays
21
Barclays
United Kingdom
$32.8M +$30.6M +446,295 +1,514%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$32M +$1.95M +28,385 +7%
GWSG
23
GPS Wealth Strategies Group
Colorado
$29.1M +$1.84M +26,840 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$26.9M -$7.61M -110,810 -22%
MIH
25
Meitav Investment House
Israel
$25.4M -$434K -6,325 -2%

IGV Hedge Fund Activity: Q1 2022 in Review

397 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2022, worth a combined $3.56B — down 19% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IGV and 62 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 96 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $550M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $341M.

  • 397 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $3.56B of iShares Expanded Tech-Software Sector ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 62 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $550M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2022.