Free Trial

iShares Expanded Tech-Software Sector ETF (IGV) Institutional Ownership

iShares Expanded Tech-Software Sector ETF logo
$112.92 +15.51 (+15.93%)
Closing price 07/28/2025 03:59 PM Eastern
Extended Trading
$113.40 +0.48 (+0.42%)
As of 07/28/2025 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Expanded Tech-Software Sector ETF (BATS:IGV)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$638.72M
Get IGV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Expanded Tech-Software Sector ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IGV Institutional Buying and Selling by Quarter

iShares Expanded Tech-Software Sector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/28/2025Copia Wealth Management1,086$119K0.1%-65.4%0.001%
7/25/2025 Transcendent Capital Group LLC19,572$2.14M1.1%+682.9%0.018%
7/24/2025 Ulland Investment Advisors LLC11,475$1.26M1.0%-1.1%0.010%
7/24/2025 GFG Capital LLC645$71K0.0%N/A0.001%
7/23/2025 Citizens National Bank Trust Department13,008$1.42M0.3%-1.8%0.012%
7/23/2025 Venturi Wealth Management LLC14,811$1.62M0.1%N/A0.013%
7/23/2025 WestEnd Advisors LLC1,621,446$177.55M4.4%+23.6%1.454%
7/23/2025 DMC Group LLC2,576$282K0.2%N/A0.002%
7/23/2025 Kingswood Wealth Advisors LLC5,492$601K0.0%+81.3%0.005%
7/23/2025 Prime Capital Investment Advisors LLC12,950$1.42M0.0%-25.8%0.012%
7/22/2025 Confluence Wealth Services Inc.2,175$238K0.0%N/A0.002%
7/22/2025 Chung Wu Investment Group LLC250$27K0.0%N/A0.000%
7/21/2025 Future Financial Wealth Managment LLC19,962$2.19M1.5%+2.4%0.018%
7/21/2025 Ameriflex Group Inc.576$63K0.0%N/A0.001%
7/18/2025 Vicus Capital33,738$3.69M0.3%+5.0%0.030%
7/18/2025 Vigilare Wealth Management2,238$245K0.1%-7.3%0.002%
7/18/2025 Bartlett & CO. Wealth Management LLC2,035$223K0.0%+8.8%0.002%
7/18/2025 Parkside Investments LLC19,000$2.08M0.3%N/A0.017%
7/17/2025 Janney Montgomery Scott LLC1,861,773$203.86M0.5%+9.4%1.669%
7/16/2025 ORG Partners LLC3,825$414K0.1%-40.9%0.003%
7/14/2025 AdvisorNet Financial Inc33,254$3.64M0.2%-1.2%0.030%
7/14/2025 Farmers & Merchants Investments Inc.540$59K0.0%N/A0.000%
7/11/2025 Farther Finance Advisors LLC13,196$1.45M0.0%+21.7%0.012%
7/11/2025 Westwind Capital13,216$1.45M0.3%+6.2%0.012%
7/8/2025 Silverleafe Capital Partners LLC76,502$8.38M2.9%-10.8%0.069%
5/20/2025 Belpointe Asset Management LLC2,828$252K0.0%N/A0.002%
5/16/2025NewEdge Advisors LLC98,311$8.75M0.1%+4.9%0.086%
5/16/2025Integrated Wealth Concepts LLC15,109$1.35M0.0%-44.7%0.013%
5/15/2025Baird Financial Group Inc.27,259$2.43M0.0%+126.5%0.024%
5/15/2025OLD Mission Capital LLC16,800$1.50M0.0%N/A0.015%
5/14/2025Quantitative Investment Management LLC79,234$7.05M0.6%+50.8%0.069%
5/14/2025Monetary Management Group Inc.6,725$598K0.2%+25.1%0.006%
5/14/2025Ameriprise Financial Inc.589,833$52.43M0.0%+26.4%0.516%
5/14/2025Summit Financial LLC3,979$354K0.0%N/A0.003%
5/14/2025Flow Traders U.S. LLC13,728$1.22M0.1%N/A0.012%
5/14/2025Colonial Trust Advisors4,050$360K0.0%-29.6%0.004%
5/14/2025Quantbot Technologies LP45,386$4.04M0.1%+22.8%0.040%
5/13/2025Horizon Investments LLC21,559$1.92M0.1%-13.9%0.019%
5/13/2025Russell Investments Group Ltd.1,693$151K0.0%+725.9%0.002%
5/13/2025Clal Insurance Enterprises Holdings Ltd2,781,000$247.48M2.6%+32.1%2.502%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/13/2025Rathbones Group PLC6,360$566K0.0%-13.9%0.006%
5/13/2025Anfield Capital Management LLC140,562$12.51M4.6%N/A0.126%
5/12/2025SouthState Corp655$58K0.0%+364.5%0.001%
5/12/2025JPMorgan Chase & Co.2,233,017$198.72M0.0%+19.4%2.009%
5/12/2025Zions Bancorporation National Association UT680$61K0.0%N/A0.001%
5/9/2025L & S Advisors Inc2,739$244K0.0%+14.8%0.002%
5/9/2025Cheviot Value Management LLC1,800$160K0.0%N/A0.002%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd8,101$721K0.0%-12.5%0.007%
5/8/2025Lyell Wealth Management LP5,252$467K0.0%+20.3%0.005%
5/7/2025Valley Wealth Managers Inc.41,534$3.70M0.3%-14.5%0.037%
5/5/2025Crestwood Advisors Group LLC189,635$16.88M0.3%-2.0%0.171%
5/5/2025Lindbrook Capital LLC19,673$1.75M0.2%+0.9%0.018%
5/5/2025Migdal Insurance & Financial Holdings Ltd.2,474,572$220.21M3.1%-12.1%2.226%
5/2/2025Cullen Frost Bankers Inc.2,180$194K0.0%+7,166.7%0.002%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd8,101$721K0.0%-12.5%0.007%
4/30/2025Cornerstone Planning Group LLC563$50K0.0%+1,072.9%0.001%
4/30/2025 Valeo Financial Advisors LLC6,850$610K0.0%-1.8%0.006%
4/29/2025Bank of New York Mellon Corp89,659$7.98M0.0%-6.5%0.081%
4/29/2025Strategic Blueprint LLC25,485$2.27M0.1%-34.2%0.023%
4/28/2025First Horizon Advisors Inc.1,219$108K0.0%+14.2%0.001%
4/28/2025Private Trust Co. NA4,084$363K0.0%+84.2%0.004%
4/25/2025 CHURCHILL MANAGEMENT Corp49,220$4.38M0.1%-79.2%0.044%
4/25/2025 WestEnd Advisors LLC1,311,777$116.74M3.1%+153.4%1.180%
4/24/2025 Westwind Capital12,449$1.11M0.3%-1.5%0.011%
4/24/2025Sunbelt Securities Inc.4,815$428K0.0%+68.4%0.004%
4/24/2025Transcend Capital Advisors LLC27,147$2.42M0.2%+222.3%0.024%
4/23/2025Western Wealth Management LLC5,441$484K0.0%+6.5%0.005%
4/23/2025Creative Financial Designs Inc. ADV305$27K0.0%-52.6%0.000%
4/23/2025Financial Life Planners1,726$154K0.1%N/A0.002%
4/22/2025Runnymede Capital Advisors Inc.3,360$299K0.3%-3.4%0.003%
4/22/2025Cambridge Investment Research Advisors Inc.137,774$12.26M0.0%-26.5%0.124%
4/21/2025 ORG Partners LLC6,475$585K0.1%N/A0.006%
4/21/2025 Silverleafe Capital Partners LLC85,744$7.63M2.6%+5.0%0.077%
4/21/2025 Kingswood Wealth Advisors LLC3,029$271K0.0%-14.2%0.003%
4/17/2025 Vicus Capital32,125$2.86M0.3%+7.0%0.030%
4/17/2025Copia Wealth Management3,140$279K0.3%+21.8%0.003%
4/17/2025 Janney Montgomery Scott LLC1,702,248$151.48M0.4%+176.2%1.602%
4/15/2025GPS Wealth Strategies Group LLC15,784$1.41M0.2%-18.0%0.015%
4/15/2025Ibex Wealth Advisors20,025$1.78M0.2%+579.5%0.019%
4/14/2025 Farther Finance Advisors LLC10,846$980K0.0%+3.7%0.010%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.319$28K0.0%+155.2%0.000%
4/9/2025 NBC Securities Inc.1,750$155K0.0%+174,900.0%0.002%
4/9/2025 Future Financial Wealth Managment LLC19,502$1.74M1.3%N/A0.018%
4/7/2025 GAMMA Investing LLC10,234$911K0.0%+8,799.1%0.010%
4/7/2025 AdvisorNet Financial Inc33,650$3.00M0.2%N/A0.032%
4/1/2025 MassMutual Private Wealth & Trust FSB839$75K0.0%+17.8%0.001%
3/6/2025Copia Wealth Management2,578$258K0.2%N/A0.002%
3/6/2025Plotkin Financial Advisors LLC5,695$570K0.3%-11.4%0.005%
2/26/2025Virtue Capital Management LLC8,441$845K0.2%-4.8%0.008%
2/18/2025Sunbelt Securities Inc.2,860$289K0.0%+19.4%0.004%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

2/18/2025Fourth Dimension Wealth LLC1,039$104K0.1%N/A0.001%
2/17/2025Strategic Wealth Partners Ltd.100,040$10.67M0.9%N/A0.129%
2/17/2025Main Management ETF Advisors LLC1,713,745$171.58M7.8%+3.2%2.207%
2/17/2025Lazard Asset Management LLC24,387$2.44M0.0%-4.8%0.031%
2/17/2025Captrust Financial Advisors93,970$9.41M0.0%+6.2%0.121%
2/17/2025Baird Financial Group Inc.12,036$1.21M0.0%-35.9%0.016%
2/17/2025Ameriprise Financial Inc.466,513$46.69M0.0%+8.0%0.601%
2/14/2025Tudor Investment Corp ET AL5,755$576K0.0%-103.1%0.007%
2/14/2025Integrated Wealth Concepts LLC27,326$2.74M0.0%+281.7%0.035%
2/14/2025Coppell Advisory Solutions LLC1,175$119K0.0%-9.8%0.002%
(Data available from 1/1/2016 forward)

IGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGV shares?

During the previous two years, 155 institutional investors and hedge funds held shares of iShares Expanded Tech-Software Sector ETF. The most heavily invested institutionals were Clal Insurance Enterprises Holdings Ltd ($247.48M), Migdal Insurance & Financial Holdings Ltd. ($220.21M), Janney Montgomery Scott LLC ($203.86M), JPMorgan Chase & Co. ($198.72M), WestEnd Advisors LLC ($177.55M), Main Management ETF Advisors LLC ($171.58M), and Wellspring Financial Advisors LLC ($162.18M).Learn more on iShares Expanded Tech-Software Sector ETF's institutional investors.

Which institutional investors have been buying iShares Expanded Tech-Software Sector ETF's stock?

Of the 138 institutional investors that purchased iShares Expanded Tech-Software Sector ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($2.78M), JPMorgan Chase & Co. ($2.11M), Janney Montgomery Scott LLC ($1.84M), WestEnd Advisors LLC ($1.62M), Main Management ETF Advisors LLC ($821.62K), Migdal Insurance & Financial Holdings Ltd. ($713.13K), and BNP Paribas Financial Markets ($689.26K).

How much institutional buying is happening at iShares Expanded Tech-Software Sector ETF?

Institutional investors have bought a total of 11,028,987 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Which of iShares Expanded Tech-Software Sector ETF's major shareholders have been selling company stock?

Of the 54 institutional investors that sold iShares Expanded Tech-Software Sector ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.95M), Migdal Insurance & Financial Holdings Ltd. ($1.82M), BNP Paribas Financial Markets ($921.58K), Fisher Asset Management LLC ($842.79K), CHURCHILL MANAGEMENT Corp ($193.22K), Cambridge Investment Research Advisors Inc. ($49.72K), and Crestwood Advisors Group LLC ($32.04K).

How much institutional selling is happening at iShares Expanded Tech-Software Sector ETF?

Institutional investors have sold a total of 7,022,169 shares in the last 24 months. This volume of shares sold represents approximately $638.72M in transactions.



This page (BATS:IGV) was last updated on 7/29/2025 by MarketBeat.com Staff
From Our Partners