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iShares Expanded Tech-Software Sector ETF

377 hedge funds and large institutions have $3.12B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 154 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $409M | Put options by funds: $290M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

0% more funds holding

Funds holding: 376377 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $3.47B → $3.12B (-$350M)

51% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 154

51.56% less ownership

Funds ownership: 441.21%389.65% (-52%)

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
70
Increased
76
Reduced
154
Closed
56
Calls
$409M
Puts
$290M
Net Calls
+$119M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$884M -$375M -7,227,835 -29%
Morgan Stanley
2
Morgan Stanley
New York
$283M -$37.6M -726,005 -12%
Goldman Sachs
3
Goldman Sachs
New York
$269M +$24.1M +464,640 +10%
Bank of America
4
Bank of America
North Carolina
$136M -$27.6M -533,270 -17%
UBS Group
5
UBS Group
Switzerland
$122M +$93.8M +1,810,055 +321%
Citigroup
6
Citigroup
New York
$105M -$15.7M -302,125 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
7
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.4M +$38.7M +746,500 +75%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$74.7M -$8.6M -165,925 -10%
Two Sigma Investments
9
Two Sigma Investments
New York
$61.7M +$8.24M +159,000 +15%
BGDI
10
BW Gestao de Investimentos
Brazil
$43M -$5.02M -96,810 -10%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$37.8M -$21.4M -412,000 -36%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$37.1M -$42.6M -821,925 -53%
Marshall Wace
13
Marshall Wace
United Kingdom
$36.8M +$25.1M +484,955 +207%
MMEA
14
Main Management ETF Advisors
California
$35.4M +$35.8M +690,975 New
Wells Fargo
15
Wells Fargo
California
$35.2M +$2.74M +52,825 +8%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$34.5M +$34.9M +673,500 New
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$29.7M -$79K -1,525 -0.3%
SWA
18
SFMG Wealth Advisors
Texas
$25.5M -$385K -7,435 -1%
MIH
19
Meitav Investment House
Israel
$25.1M -$750K -14,465 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$23.3M -$11.9M -229,870 -34%
SAM
21
SP Asset Management
California
$21.7M +$1.44M +27,865 +7%
LPL Financial
22
LPL Financial
California
$20.8M -$2.74M -52,925 -12%
BM
23
Baymount Management
Florida
$20.2M +$20.5M +395,000 New
NFC
24
Northeast Financial Consultants
Connecticut
$16.7M -$569K -10,985 -3%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$16M -$5.74M -110,765 -26%

IGV Hedge Fund Activity: Q4 2022 in Review

377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2022, worth a combined $3.12B — down 10% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IGV positions and 56 closed out — a net gain of 14 holders — while 76 added to existing stakes and 154 trimmed.

The largest buyer was UBS Group, adding an estimated $93.8M. The largest seller was Fisher Asset Management, cutting an estimated $375M.

  • 377 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.12B of iShares Expanded Tech-Software Sector ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 70 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2022 and 56 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2022 was UBS Group, an estimated $93.8M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2022 was Fisher Asset Management, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2022.