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iShares Expanded Tech-Software Sector ETF

417 hedge funds and large institutions have $4.49B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $4.23B → $4.49B (+$266M)

1% more funds holding

Funds holding: 412417 (+5)

1.03% more ownership

Funds ownership: 369.92%370.95% (+1%)

6% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 126

9% less call options, than puts

Call options by funds: $140M | Put options by funds: $154M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
417
Holders Change
+5
Holders Change %
+1.21%
% of All Funds
6.62%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
57
Increased
118
Reduced
126
Closed
46
Calls
$140M
Puts
$154M
Net Calls
-$13.7M
Net Calls Change
-$9.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.08B -$30.4M -432,895 -3%
Morgan Stanley
2
Morgan Stanley
New York
$478M -$51.5M -734,700 -9%
Bank of America
3
Bank of America
North Carolina
$232M +$35.8M +509,885 +18%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$229M -$35.1M -500,115 -13%
Goldman Sachs
5
Goldman Sachs
New York
$215M +$3.82M +54,460 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$200M -$5.1M -72,685 -2%
CS
7
Credit Suisse
Switzerland
$179M -$701K -10,000 -32%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$167M +$55.7M +794,745 +48%
Citigroup
9
Citigroup
New York
$121M +$50M +712,615 +67%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$112M +$115M +1,642,920 +40,120%
UBS Group
11
UBS Group
Switzerland
$108M -$16M -228,315 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.3M
LPL Financial
13
LPL Financial
California
$57.5M +$2.84M +40,500 +5%
MMEA
14
Main Management ETF Advisors
California
$54.4M +$2.84M +40,500 +5%
MTWSIF
15
Mivtachim The Workers Social Insurance Fund
Israel
$49M +$50.3M +717,500 New
Wells Fargo
16
Wells Fargo
California
$44.1M -$6.54M -93,235 -13%
MIH
17
Meitav Investment House
Israel
$33.7M +$274K +3,910 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$33.5M +$16.5M +235,300 +92%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$32.2M -$15.5M -221,230 -32%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$30.5M +$31.4M +447,270 New
MML Investors Services
21
MML Investors Services
Massachusetts
$30.5M +$2.51M +35,855 +9%
Ameriprise
22
Ameriprise
Minnesota
$28.6M -$1.52M -21,605 -5%
SAM
23
SP Asset Management
California
$26.8M -$260K -3,710 -0.9%
Millennium Management
24
Millennium Management
New York
$23.9M +$24.2M +344,900 +6,411%
MM
25
Main Management
California
$23.2M +$38.2K +545 +0.2%

IGV Hedge Fund Activity: Q3 2023 in Review

417 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2023, worth a combined $4.49B — up 6.3% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IGV positions and 46 closed out — a net gain of 11 holders — while 118 added to existing stakes and 126 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $115M. The largest seller was Sumitomo Mitsui Financial Group, cutting an estimated $102M.

  • 417 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2023, up from 412 in Q2 2023.
  • Funds reported $4.49B of iShares Expanded Tech-Software Sector ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 57 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2023 and 46 closed out, a net change of +11 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2023 was Harel Insurance Investments & Financial Services, an estimated $115M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2023 was Sumitomo Mitsui Financial Group, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2023.