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

iShares Expanded Tech-Software Sector ETF logo
$112.10 +14.69 (+15.08%)
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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)
105
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$819.67M
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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
8/18/2025Hollencrest Capital Management396$43K0.0%N/A0.000%
8/15/2025Resources Management Corp CT ADV445$49K0.0%+29.0%0.000%
8/15/2025Captrust Financial Advisors90,225$9.88M0.0%-3.3%0.081%
8/15/2025IHT Wealth Management LLC10,348$1.13M0.0%N/A0.009%
8/15/2025BNP Paribas Financial Markets431,887$47.29M0.0%-71.8%0.387%
8/15/2025Ameriprise Financial Inc.647,958$69.98M0.0%+9.9%0.581%
8/14/2025FWL Investment Management LLC409$45K0.0%+339.8%0.000%
8/14/2025NewEdge Advisors LLC89,217$9.77M0.1%-9.3%0.080%
8/13/2025Flow Traders U.S. LLC12,086$1.32M0.0%-12.0%0.011%
8/13/2025Baird Financial Group Inc.27,931$3.06M0.0%+2.5%0.025%
8/13/2025Luminist Capital LLC350$38K0.0%N/A0.000%
8/13/2025Twin Peaks Wealth Advisors LLC276$30K0.0%N/A0.000%
8/13/2025Wellspring Financial Advisors LLC1,611,069$176.41M2.8%-0.1%1.444%
8/13/2025Fisher Asset Management LLC794,390$86.99M0.0%-13.0%0.712%
8/13/2025Financial Freedom LLC1,637$179K0.1%-26.0%0.001%
8/13/2025Leuthold Group LLC20,826$2.28M0.3%+2.6%0.019%
8/13/2025Russell Investments Group Ltd.2,315$253K0.0%+36.7%0.002%
8/12/2025Jaffetilchin Investment Partners LLC2,742$300K0.0%N/A0.002%
8/12/2025Waterloo Capital L.P.4,098$449K0.0%N/A0.004%
8/12/2025JPMorgan Chase & Co.3,419,536$374.44M0.0%+53.1%3.065%
8/12/2025Main Management ETF Advisors LLC1,669,135$182.77M7.6%+1.0%1.496%
8/12/2025Clal Insurance Enterprises Holdings Ltd1,881,000$205.97M2.0%-32.4%1.686%
8/11/2025Anfield Capital Management LLC138,766$15.20M5.0%-1.3%0.124%
8/11/2025Western Wealth Management LLC5,841$640K0.0%+7.4%0.005%
8/8/2025L & S Advisors Inc211,041$23.11M2.3%+7,605.0%0.189%
8/8/2025Nixon Peabody Trust Co.2,328$255K0.0%N/A0.002%
8/7/2025Ibex Wealth Advisors2,984$327K0.0%-85.1%0.003%
8/7/2025Winthrop Capital Management LLC885$97K0.0%-12.4%0.001%
8/7/2025FDx Advisors Inc.30,212$3.31M1.0%N/A0.027%
8/5/2025Fourth Dimension Wealth LLC682$75K0.0%-34.4%0.001%
8/5/2025GPS Wealth Strategies Group LLC15,153$1.66M0.2%-4.0%0.014%
8/5/2025Crestwood Advisors Group LLC187,775$20.56M0.4%-1.0%0.168%
8/5/2025Bank of New York Mellon Corp203,870$22.32M0.0%+127.4%0.183%
8/4/2025Creative Financial Designs Inc. ADV23,245$2.55M0.2%+7,521.3%0.021%
8/4/2025Arkadios Wealth Advisors2,189$240K0.0%N/A0.002%
8/4/2025Migdal Insurance & Financial Holdings Ltd.2,719,572$297.79M3.5%+9.9%2.438%
8/4/2025L.M. Kohn & Company4,634$507K0.1%N/A0.004%
8/1/2025Transcend Capital Advisors LLC27,468$3.01M0.2%+1.2%0.025%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd7,781$852K0.0%-4.0%0.007%
7/31/2025Curio Wealth LLC24,491$2.68M1.2%+128,800.0%0.022%
7/30/2025Strategic Blueprint LLC28,660$3.14M0.2%+12.5%0.026%
7/30/2025Cullen Frost Bankers Inc.3,375$370K0.0%+54.8%0.003%
7/29/2025Lyell Wealth Management LP10,377$1.14M0.1%+97.6%0.009%
7/29/2025Private Trust Co. NA6,813$746K0.1%+66.8%0.006%
7/28/2025Copia Wealth Management1,086$119K0.1%-65.4%0.001%
7/25/2025Transcendent Capital Group LLC19,572$2.14M1.1%+682.9%0.018%
7/24/2025Ulland Investment Advisors LLC11,475$1.26M1.0%-1.1%0.010%
7/24/2025GFG Capital LLC645$71K0.0%N/A0.001%
7/23/2025Citizens National Bank Trust Department13,008$1.42M0.3%-1.8%0.012%
7/23/2025Venturi Wealth Management LLC14,811$1.62M0.1%N/A0.013%
7/23/2025WestEnd Advisors LLC1,621,446$177.55M4.4%+23.6%1.454%
7/23/2025DMC Group LLC2,576$282K0.2%N/A0.002%
7/23/2025Kingswood Wealth Advisors LLC5,492$601K0.0%+81.3%0.005%
7/23/2025Prime Capital Investment Advisors LLC12,950$1.42M0.0%-25.8%0.012%
7/22/2025Confluence Wealth Services Inc.2,175$238K0.0%N/A0.002%
7/22/2025Chung Wu Investment Group LLC250$27K0.0%N/A0.000%
7/21/2025Future Financial Wealth Managment LLC19,962$2.19M1.5%+2.4%0.018%
7/21/2025Ameriflex Group Inc.576$63K0.0%N/A0.001%
7/18/2025Vicus Capital33,738$3.69M0.3%+5.0%0.030%
7/18/2025Vigilare Wealth Management2,238$245K0.1%-7.3%0.002%
7/18/2025Bartlett & CO. Wealth Management LLC2,035$223K0.0%+8.8%0.002%
7/18/2025Parkside Investments LLC19,000$2.08M0.3%N/A0.017%
7/17/2025Janney Montgomery Scott LLC1,861,773$203.86M0.5%+9.4%1.669%
7/16/2025ORG Partners LLC3,825$414K0.1%-40.9%0.003%
7/14/2025AdvisorNet Financial Inc33,254$3.64M0.2%-1.2%0.030%
7/14/2025Farmers & Merchants Investments Inc.540$59K0.0%N/A0.000%
7/11/2025Farther Finance Advisors LLC13,196$1.45M0.0%+21.7%0.012%
7/11/2025Westwind Capital13,216$1.45M0.3%+6.2%0.012%
7/8/2025Silverleafe Capital Partners LLC76,502$8.38M2.9%-10.8%0.069%
5/20/2025Belpointe 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%
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%
(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, 163 institutional investors and hedge funds held shares of iShares Expanded Tech-Software Sector ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($374.44M), Migdal Insurance & Financial Holdings Ltd. ($297.79M), Clal Insurance Enterprises Holdings Ltd ($205.97M), Janney Montgomery Scott LLC ($203.86M), Main Management ETF Advisors LLC ($182.77M), WestEnd Advisors LLC ($177.55M), and Wellspring Financial Advisors LLC ($176.41M).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 148 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: JPMorgan Chase & Co. ($3.00M), Clal Insurance Enterprises Holdings Ltd ($2.78M), Janney Montgomery Scott LLC ($1.84M), WestEnd Advisors LLC ($1.62M), Migdal Insurance & Financial Holdings Ltd. ($958.13K), Main Management ETF Advisors LLC ($837.79K), 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 12,803,365 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 58 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), BNP Paribas Financial Markets ($2.02M), Migdal Insurance & Financial Holdings Ltd. ($1.22M), Fisher Asset Management LLC ($961.01K), Clal Insurance Enterprises Holdings Ltd ($900K), CHURCHILL MANAGEMENT Corp ($193.22K), and Cambridge Investment Research Advisors Inc. ($49.72K).

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

Institutional investors have sold a total of 8,544,590 shares in the last 24 months. This volume of shares sold represents approximately $819.67M in transactions.


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This page (BATS:IGV) was last updated on 9/10/2025 by MarketBeat.com Staff
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