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iShares Expanded Tech-Software Sector ETF

480 hedge funds and large institutions have $5.19B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more capital invested

Capital invested by funds: $4.49B → $5.19B (+$693M)

15% more funds holding

Funds holding: 417480 (+63)

11.86% more ownership

Funds ownership: 370.95%382.81% (+12%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

50% less call options, than puts

Call options by funds: $245M | Put options by funds: $489M

Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.28%
New
110
Increased
127
Reduced
130
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.03B -$231M -3,115,700 -20%
Morgan Stanley
2
Morgan Stanley
New York
$978M +$373M +5,046,770 +72%
JP Morgan Chase
3
JP Morgan Chase
New York
$288M +$46.4M +627,210 +21%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$278M +$5.92M +80,000 +2%
Bank of America
5
Bank of America
North Carolina
$222M -$48.5M -655,735 -19%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$196M -$2.81M -37,975 -2%
UBS Group
7
UBS Group
Switzerland
$150M +$19.6M +265,040 +17%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$134M +$296K +4,005 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$117M -$126M -1,704,260 -54%
LPL Financial
10
LPL Financial
California
$86.4M +$16.5M +222,650 +26%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$75.2M +$65.1M +880,000 +1,853%
MMEA
12
Main Management ETF Advisors
California
$70M +$4.79M +64,800 +8%
Citigroup
13
Citigroup
New York
$64.5M -$72.1M -974,415 -55%
Wells Fargo
14
Wells Fargo
California
$59.5M +$6.46M +87,290 +13%
MTWSIF
15
Mivtachim The Workers Social Insurance Fund
Israel
$58.2M
MML Investors Services
16
MML Investors Services
Massachusetts
$43.5M +$6.6M +89,180 +20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$43.1M +$4.49M +60,695 +13%
Osaic Holdings
18
Osaic Holdings
Arizona
$37.1M -$2.49M -33,660 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$36M +$9.03M +122,020 +38%
SAM
20
SP Asset Management
California
$32M +$63.3K +855 +0.2%
Ameriprise
21
Ameriprise
Minnesota
$31.8M -$2.02M -27,310 -7%
MIH
22
Meitav Investment House
Israel
$31.1M -$8M -108,145 -22%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$28.1M +$542K +7,330 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$26.9M +$7.33M +99,065 +42%
SWA
25
SFMG Wealth Advisors
Texas
$26.7M +$202K +2,730 +0.8%

IGV Hedge Fund Activity: Q4 2023 in Review

480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2023, worth a combined $5.19B — up 15% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IGV positions and 38 closed out — a net gain of 72 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $373M. The largest seller was Fisher Asset Management, cutting an estimated $231M.

  • 480 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.19B of iShares Expanded Tech-Software Sector ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 110 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2023 and 38 closed out, a net change of +72 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2023 was Morgan Stanley, an estimated $373M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2023 was Fisher Asset Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.