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iShares Expanded Tech-Software Sector ETF

485 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 487485 (-2)

1% less capital invested

Capital invested by funds: $4.43B → $4.38B (-$52.1M)

2.54% less ownership

Funds ownership: 67.28%64.74% (-2.5%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

33% less call options, than puts

Call options by funds: $101M | Put options by funds: $152M

Holders
485
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.96%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
53
Increased
122
Reduced
182
Closed
51
Calls
$101M
Puts
$152M
Net Calls
-$50.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$666M +$25.2M +293,414 +4%
Morgan Stanley
2
Morgan Stanley
New York
$456M -$74.6M -869,847 -15%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$330M +$59.8M +697,127 +23%
Bank of America
4
Bank of America
North Carolina
$284M -$86M -1,002,775 -24%
Goldman Sachs
5
Goldman Sachs
New York
$220M +$108M +1,254,851 +104%
UBS Group
6
UBS Group
Switzerland
$211M -$17.6M -204,876 -8%
Citigroup
7
Citigroup
New York
$208M +$122M +1,427,140 +159%
MMEA
8
Main Management ETF Advisors
California
$148M +$65.2M +761,100 +85%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$120M +$72M +840,000 +168%
Fisher Asset Management
10
Fisher Asset Management
Washington
$112M -$58.5M -682,942 -35%
LPL Financial
11
LPL Financial
California
$105M +$10.4M +121,395 +11%
Wells Fargo
12
Wells Fargo
California
$92.6M +$18M +209,578 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.1M +$12.4M +145,038 +27%
Franklin Resources
14
Franklin Resources
California
$54M -$28.5M -332,035 -36%
Millennium Management
15
Millennium Management
New York
$45.2M +$43.4M +505,863 New
MM
16
Main Management
California
$42.3M +$17.2M +201,152 +74%
Ameriprise
17
Ameriprise
Minnesota
$38.6M +$6.26M +73,073 +20%
JP Morgan Chase
18
JP Morgan Chase
New York
$37.4M -$253M -2,954,341 -88%
HighTower Advisors
19
HighTower Advisors
Illinois
$37M +$4.18M +48,726 +13%
SAM
20
SP Asset Management
California
$34.4M -$594K -6,926 -2%
Stifel Financial
21
Stifel Financial
Missouri
$32.4M +$2.04M +23,838 +7%
MML Investors Services
22
MML Investors Services
Massachusetts
$30.1M -$19.2M -224,407 -40%
Osaic Holdings
23
Osaic Holdings
Arizona
$30.1M -$1.82M -21,222 -6%
NFC
24
Northeast Financial Consultants
Connecticut
$29.3M -$511K -5,956 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$25.9M -$1.84M -21,408 -7%

IGV Hedge Fund Activity: Q3 2024 in Review

485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2024, worth a combined $4.38B — down 1.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 51 closed out — a net gain of 2 holders — while 122 added to existing stakes and 182 trimmed.

The largest buyer was Citigroup, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 485 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2024, down from 487 in Q2 2024.
  • Funds reported $4.38B of iShares Expanded Tech-Software Sector ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2024 and 51 closed out, a net change of +2 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2024 was Citigroup, an estimated $122M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.