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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
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$113.40 +0.48 (+0.42%)
As of 07/28/2025 07:49 PM Eastern
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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
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IGV Institutional Buying and Selling by Quarter

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

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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%
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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%
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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.


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