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

$81.09
+0.90 (+1.12%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$159.89M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$145.11M
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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
4/25/2024Lindbrook Capital LLC26,983$2.30M0.2%+392.4%0.034%
4/25/2024Ulland Investment Advisors LLC25,556$2.18M1.7%+12,678.0%0.032%
4/25/2024Triumph Capital Management10,670$907K0.4%N/A0.013%
4/25/2024 Valeo Financial Advisors LLC6,875$556K0.0%+449.1%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.217,646$18.56M0.1%+261.5%0.275%
4/24/2024 Financial Freedom LLC2,211$189K0.1%+392.4%0.003%
4/23/2024 Strategic Blueprint LLC40,960$3.49M0.2%+497.7%0.052%
4/23/2024 Hanson & Doremus Investment Management2,540$217K0.0%+400.0%0.003%
4/22/2024Ashton Thomas Private Wealth LLC8,750$746K0.0%N/A0.011%
4/19/2024 Carret Asset Management LLC4,680$399K0.0%+400.0%0.006%
4/18/2024 AlphaMark Advisors LLC575$49K0.0%+360.0%0.001%
4/18/2024 Fifth Third Securities Inc.64,475$5.50M0.5%+380.2%0.082%
4/17/2024 Vicus Capital32,620$2.78M0.3%+368.7%0.041%
4/16/2024 Arkansas Financial Group Inc.16,755$1.43M0.3%+394.1%0.021%
4/15/2024 Sunbelt Securities Inc.2,545$217K0.0%+400.0%0.014%
4/15/2024 Ayalon Insurance Comp Ltd.2,425$207K0.1%+400.0%0.013%
4/11/2024 CHURCHILL MANAGEMENT Corp243,178$20.74M0.3%+336.7%1.300%
4/10/2024 SOA Wealth Advisors LLC.3,295$281K0.1%+400.0%0.018%
4/9/2024 Ferguson Wellman Capital Management Inc.3,325$284K0.0%N/A0.018%
4/8/2024 Westwind Capital20,592$1.76M0.4%+345.5%0.110%
4/5/2024 NBC Securities Inc.1,750$149K0.0%+400.0%0.009%
3/5/2024Fisher Asset Management LLC2,530,460$1.03B0.5%-19.8%13.532%
3/1/2024 Transcendent Capital Group LLC500$203K0.1%N/A0.003%
2/21/2024Garde Capital Inc.336$136K0.0%N/A0.002%
2/21/2024Novak & Powell Financial Services Inc.1,328$539K0.4%N/A0.007%
2/15/2024Comerica Bank3,244$1.32M0.0%+9.8%0.017%
2/14/2024Barometer Capital Management Inc.500$203K0.1%N/A0.003%
2/13/2024Wellspring Financial Advisors LLC1,351,861$5.50M0.1%-0.1%7.229%
2/13/2024Jones Financial Companies Lllp736$299K0.0%+1,288.7%0.004%
2/9/2024 Cambridge Investment Research Advisors Inc.60,204$24.42M0.1%+15.8%0.322%
2/8/2024Janney Montgomery Scott LLC23,080$9.36M0.0%+14.1%0.123%
2/8/2024Nvwm LLC2,048$831K0.2%-12.1%0.011%
2/7/2024One Capital Management LLC4,322$1.75M0.1%N/A0.023%
2/7/2024 NBC Securities Inc.350$141K0.0%+32.1%0.002%
2/7/2024Valley Wealth Managers Inc.8,386$3.40M0.3%-5.0%0.045%
2/6/2024Noesis Capital Mangement Corp27,635$11.21M2.6%-0.9%0.148%
2/6/2024Fisher Asset Management LLC2,536,975$1.03B0.5%-19.6%13.567%
2/2/2024Lyell Wealth Management LP5,065$2.06M0.2%+644.9%0.027%
2/1/2024 Vicus Capital6,959$2.82M0.3%N/A0.037%
2/1/2024Lindbrook Capital LLC5,480$2.22M0.2%-2.0%0.029%
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1/31/2024Migdal Insurance & Financial Holdings Ltd.686,289$278.39M5.6%+2.4%3.670%
1/29/2024Crestwood Advisors Group LLC44,653$18.11M0.4%-1.6%0.239%
1/29/2024Citizens National Bank Trust Department3,064$1.24M0.3%-2.0%0.016%
1/25/2024 Strategic Blueprint LLC6,853$2.78M0.2%+7.7%0.037%
1/25/2024Price Capital Management Inc.55,500$22.51M10.0%N/A0.297%
1/24/2024 Arlington Trust Co LLC372$151K0.0%N/A0.002%
1/24/2024Prime Capital Investment Advisors LLC2,593$1.05M0.0%+161.9%0.014%
1/24/2024 Private Trust Co. NA389$158K0.0%+20.1%0.002%
1/17/2024IFG Advisory LLC2,050$832K0.1%-8.6%0.011%
1/16/2024 CHURCHILL MANAGEMENT Corp55,683$22.59M0.3%N/A0.298%
1/16/2024 Ayalon Insurance Comp Ltd.485$197K0.1%-94.3%0.003%
1/12/2024GPS Wealth Strategies Group LLC9,018$3.66M0.7%-8.1%0.048%
1/10/2024Creative Financial Designs Inc. ADV1,849$750K0.1%-6.0%0.010%
1/8/2024Harbor Capital Advisors Inc.181$73K0.0%-68.0%0.001%
1/3/2024 Spence Asset Management4,622$1.88M0.5%+1.8%0.025%
1/2/2024Anchor Investment Management LLC63$26K0.0%N/A0.000%
11/16/2023Greenwood Gearhart Inc.38,812$13.25M1.6%+0.4%0.208%
11/15/2023Crestwood Advisors Group LLC45,391$15.49M0.4%-1.5%0.243%
11/15/2023Baker Avenue Asset Management LP21,836$7.45M0.3%-1.1%0.117%
11/15/2023JPMorgan Chase & Co.585,531$199.82M0.0%-2.4%3.131%
11/14/2023Lazard Asset Management LLC8,297$2.83M0.0%+52.5%0.044%
11/14/2023Capital Management Associates NY2,200$751K1.1%+29.4%0.012%
11/14/2023Turim 21 Investimentos Ltda.8,946$3.05M1.3%N/A0.048%
11/13/2023Hanseatic Management Services Inc.4,581$1.56M2.9%N/A0.024%
11/9/2023Valley Wealth Managers Inc.8,831$3.01M0.3%N/A0.047%
11/8/2023Janney Montgomery Scott LLC20,223$6.90M0.0%-1.8%0.108%
11/7/2023Quantbot Technologies LP2,214$756K0.1%-15.4%0.012%
11/4/2023 NBC Securities Inc.265$90K0.0%N/A0.001%
11/4/2023Noesis Capital Mangement Corp27,882$9.52M2.5%-1.8%0.149%
10/30/2023Nvwm LLC2,329$795K0.3%-1.9%0.012%
10/27/2023PVG Asset Management Corp753$257K1.8%-71.9%0.004%
10/26/2023GPS Wealth Strategies Group LLC9,809$3.35M0.6%-10.7%0.052%
10/25/2023 Arkansas Financial Group Inc.3,397$1.16M0.2%-2.2%0.018%
10/25/2023Citizens National Bank Trust Department3,127$1.07M0.3%+3.7%0.017%
10/25/2023Migdal Insurance & Financial Holdings Ltd.670,289$228.74M4.9%-13.0%3.584%
10/24/2023 Cambridge Investment Research Advisors Inc.52,001$17.75M0.1%+36.7%0.278%
10/20/2023Harbor Capital Advisors Inc.565$193K0.0%N/A0.003%
10/20/2023 Valeo Financial Advisors LLC1,252$427K0.0%+48.7%0.007%
10/12/2023 Carret Asset Management LLC941$321K0.0%-5.2%0.005%
10/12/2023 Fifth Third Securities Inc.13,965$4.77M0.5%+1.5%0.075%
8/15/2023Cahill Financial Advisors Inc.2,820$975K0.2%-2.7%0.015%
8/14/2023Greenwood Gearhart Inc.38,658$13.37M1.6%+4.4%0.207%
8/11/2023Pinebridge Investments L.P.1,056$365K0.0%N/A0.006%
8/11/2023TradeLink Capital LLC800$277K8.5%N/A0.004%
8/11/2023JPMorgan Chase & Co.600,068$207.57M0.0%+94.1%3.209%
8/10/2023Bessemer Group Inc.638$221K0.0%-33.7%0.003%
8/10/2023Hollencrest Capital Management1,600$553K0.1%N/A0.009%
8/9/2023 Kingswood Wealth Advisors LLC674$233K0.1%N/A0.004%
8/8/2023Fisher Asset Management LLC3,241,409$1.12B0.6%-2.8%17.334%
8/8/2023Mcmillion Capital Management Inc.13,231$4.58M4.1%-0.9%0.071%
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8/4/2023JGP Global Gestao de Recursos Ltda.3,000$1.04M0.7%+36.7%0.016%
8/4/2023Banco Bilbao Vizcaya Argentaria S.A.2,454$849K0.0%-12.3%0.013%
7/31/2023PVG Asset Management Corp2,683$928K4.0%+36.8%0.015%
7/31/2023Noesis Capital Mangement Corp28,402$9.83M2.4%-3.1%0.160%
7/26/2023BW Gestao de Investimentos Ltda.60,390$20.89M3.1%-55.9%0.339%
7/26/2023Creative Financial Designs Inc. ADV1,822$630K0.1%+13.5%0.010%
7/26/2023Janney Montgomery Scott LLC20,584$7.12M0.0%-0.9%0.116%
7/25/2023Mathes Company Inc.12,595$4.36M1.9%N/A0.071%
7/24/2023Migdal Insurance & Financial Holdings Ltd.770,312$266.46M6.2%-18.9%4.328%
7/19/2023 Fifth Third Securities Inc.13,758$4.76M0.5%N/A0.077%
(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, 212 institutional investors and hedge funds held shares of iShares Expanded Tech-Software Sector ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($1.03B), Migdal Insurance & Financial Holdings Ltd. ($278.39M), JPMorgan Chase & Co. ($199.82M), BNP Paribas Arbitrage SNC ($192.98M), Healthcare of Ontario Pension Plan Trust Fund ($123.97M), Bank of Montreal Can ($108.41M), and Citigroup Inc. ($104.29M).Learn more on IGV's institutional investors.

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

Of the 149 institutional investors that purchased iShares Expanded Tech-Software Sector ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($4.87M), Migdal Insurance & Financial Holdings Ltd. ($673.92K), BNP Paribas Arbitrage SNC ($488.36K), JPMorgan Chase & Co. ($324.76K), Bank of Montreal Can ($283.79K), CHURCHILL MANAGEMENT Corp ($243.18K), and Cambridge Investment Research Advisors Inc. ($192.53K).

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

Institutional investors have bought a total of 8,626,989 shares in the last 24 months. This purchase volume represents approximately $494.97M in transactions.

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

Of the 103 institutional investors that sold iShares Expanded Tech-Software Sector ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($2.91M), Migdal Insurance & Financial Holdings Ltd. ($1.16M), Healthcare of Ontario Pension Plan Trust Fund ($992.70K), BW Gestao de Investimentos Ltda. ($126.97K), GPS Wealth Strategies Group LLC ($75.41K), Raymond James Financial Services Advisors Inc. ($51.97K), and Summit Trail Advisors LLC ($38.09K).

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

Institutional investors have sold a total of 5,603,402 shares in the last 24 months. This volume of shares sold represents approximately $354.41M in transactions.


This page (BATS:IGV) was last updated on 4/26/2024 by MarketBeat.com Staff

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