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

iShares Expanded Tech-Software Sector ETF logo
$103.31 +0.79 (+0.77%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$314.33M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$316.07M
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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
11/18/2024 Virtue Capital Management LLC8,866$792K0.2%-55.2%0.011%
11/18/2024 Sunbelt Securities Inc.2,395$214K0.0%-5.9%0.003%
11/15/2024 Main Management ETF Advisors LLC1,661,055$148.45M7.0%+84.6%2.139%
11/15/2024 Morse Asset Management Inc275$25K0.0%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC7,159$640K0.0%+13.4%0.009%
11/14/2024 Plotkin Financial Advisors LLC6,425$574K0.3%N/A0.008%
11/14/2024 Flow Traders U.S. LLC35,969$3.22M0.2%N/A0.046%
11/14/2024 Captrust Financial Advisors88,521$7.91M0.0%-0.6%0.114%
11/13/2024 BNP Paribas Financial Markets111,107$9.93M0.0%-89.2%0.143%
11/13/2024 Quantbot Technologies LP21,281$1.90M0.1%N/A0.027%
11/13/2024Fisher Asset Management LLC1,250,913$111.79M0.0%-35.3%1.611%
11/12/2024 Cahill Financial Advisors Inc.9,038$808K0.1%-3.4%0.012%
11/8/2024 Avior Wealth Management LLC965$86K0.0%-43.7%0.001%
11/6/2024 Valley Wealth Managers Inc.40,783$3.65M0.3%+1.2%0.053%
11/5/2024 Prime Capital Investment Advisors LLC12,516$1.12M0.0%-1.0%0.016%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd9,211$823K0.0%-10.5%0.012%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.3,689,572$329.74M5.3%+23.3%4.752%
11/2/2024 Transcendent Capital Group LLC2,500$223K0.1%-88.3%0.003%
11/1/2024 Lindbrook Capital LLC18,778$1.68M0.1%-3.9%0.024%
10/31/2024 Hanseatic Management Services Inc.17,597$1.57M2.2%-57.4%0.023%
10/30/2024 Crestwood Advisors Group LLC194,566$17.39M0.3%-10.3%0.251%
10/29/2024 Citizens National Bank Trust Department13,586$1.21M0.3%-4.2%0.017%
10/29/2024 Janney Montgomery Scott LLC98,662$8.82M0.0%-10.7%0.127%
10/29/2024 Mathes Company Inc.68,075$6.08M2.1%+1.3%0.088%
10/29/2024 Farther Finance Advisors LLC11,285$1.01M0.0%+1,845.7%0.015%
10/28/2024 Creative Financial Designs Inc. ADV9,896$884K0.1%-7.5%0.013%
10/25/2024 Strategic Blueprint LLC40,048$3.58M0.2%-3.6%0.052%
10/25/2024 Fortitude Family Office LLC500$45K0.0%N/A0.001%
10/24/2024 Carret Asset Management LLC4,290$383K0.0%-4.2%0.006%
10/23/2024 Lyell Wealth Management LP3,831$342K0.0%+4.8%0.005%
10/23/2024 Merkkuri Wealth Advisors LLC3,767$337K0.3%+37.9%0.005%
10/15/2024 Ulland Investment Advisors LLC11,232$1.00M0.7%-49.9%0.014%
10/9/2024 Westwind Capital12,807$1.15M0.3%+3,226.5%0.016%
8/16/2024 Magnolia Capital Advisors LLC4,115$358K0.0%N/A0.005%
8/15/2024 Main Management ETF Advisors LLC899,955$78.21M3.9%+0.9%1.159%
8/13/2024 Summit Trail Advisors LLC36,822$3.20M0.1%-0.5%0.047%
8/12/2024 Mathes Company Inc.67,175$5.84M2.1%+2.8%0.087%
8/10/2024 L & S Advisors Inc143,719$12.49M1.4%N/A0.185%
8/9/2024 Rathbones Group PLC9,550$830K0.0%N/A0.012%
8/8/2024 Lyell Wealth Management LP3,656$318K0.0%-84.1%0.005%
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8/8/2024 Parallel Advisors LLC7,986$694K0.0%-3.0%0.010%
8/8/2024 Valley Wealth Managers Inc.40,318$3.50M0.3%-5.3%0.052%
8/7/2024 Wedbush Securities Inc.14,175$1.23M0.0%-16.6%0.018%
8/1/2024 Carret Asset Management LLC4,480$389K0.0%-4.3%0.006%
8/1/2024 Crestwood Advisors Group LLC216,932$18.85M0.4%-2.1%0.279%
7/31/2024 Hanseatic Management Services Inc.41,269$3.59M5.4%+4.3%0.053%
7/31/2024 Cutter & CO Brokerage Inc.2,537$220K0.1%N/A0.003%
7/31/2024 IFG Advisory LLC7,708$670K0.0%-28.5%0.010%
7/30/2024 Global Financial Private Client LLC12,753$1.11M0.5%+1.6%0.016%
7/29/2024 Migdal Insurance & Financial Holdings Ltd.2,992,445$260.04M4.3%-16.7%3.854%
7/29/2024 Arkadios Wealth Advisors2,352$204K0.0%N/A0.003%
7/29/2024 Whittier Trust Co.320$28K0.0%N/A0.000%
7/27/2024 Strategic Blueprint LLC41,555$3.61M0.2%+1.5%0.054%
7/26/2024 Cambridge Investment Research Advisors Inc.246,987$21.46M0.1%+13.5%0.318%
7/26/2024 Bank of New York Mellon Corp11,948$1.04M0.0%+62.7%0.015%
7/24/2024 Silverleafe Capital Partners LLC29,704$2.58M0.9%N/A0.038%
7/24/2024 Transcendent Capital Group LLC21,323$1.85M1.1%+752.9%0.027%
7/23/2024 Vicus Capital33,796$2.94M0.3%+3.6%0.044%
7/16/2024 GPS Wealth Strategies Group LLC29,226$2.54M0.4%-33.5%0.038%
7/16/2024 Monetary Management Group Inc.5,025$437K0.1%+11.0%0.006%
7/16/2024 Ferguson Wellman Capital Management Inc.3,155$274K0.0%-5.1%0.004%
7/15/2024 Fifth Third Securities Inc.22,937$1.99M0.2%-64.4%0.030%
7/10/2024 Westwind Capital385$33K0.0%-98.1%0.000%
5/29/2024Garde Capital Inc.1,585$135K0.0%+371.7%0.002%
5/20/2024 Bullseye Investment Management LLC3,220$275K0.2%+382.8%0.004%
5/17/2024 Comerica Bank14,835$1.27M0.0%+357.3%0.019%
5/16/2024 Global Financial Private Client LLC12,556$1.07M0.5%+576.5%0.016%
5/16/2024 Silvercrest Asset Management Group LLC2,525$215K0.0%+400.0%0.003%
5/15/2024 Transcendent Capital Group LLC2,500$213K0.1%+400.0%0.003%
5/15/2024 Lazard Asset Management LLC37,245$3.18M0.0%+389.4%0.048%
5/11/2024 Beaumont Financial Advisors LLC2,815$240K0.0%+400.0%0.004%
5/7/2024 Nvwm LLC7,741$660K0.2%+278.0%0.010%
5/6/2024 Quantbot Technologies LP13,000$1.11M0.1%+333.3%0.017%
5/4/2024 Noesis Capital Mangement Corp137,195$11.70M2.6%+396.5%0.177%
5/4/2024 Valley Wealth Managers Inc.42,559$3.63M0.3%+407.5%0.055%
5/4/2024 Capital Management Associates NY11,000$938K1.1%+400.0%0.014%
5/3/2024 Wellington Shields Capital Management LLC3,725$318K0.1%+400.0%0.005%
5/3/2024 Wellington Shields & Co. LLC650$55K0.0%+400.0%0.001%
5/3/2024 United Community Bank18,075$1.54M0.6%+317.1%0.023%
5/2/2024 Mathes Company Inc.65,375$5.58M2.1%+419.1%0.084%
5/2/2024 Haverford Trust Co4,875$416K0.0%+400.0%0.006%
5/1/2024 Janney Montgomery Scott LLC99,478$8.48M0.0%+331.0%0.126%
5/1/2024 BNP Paribas Financial Markets1,172,272$99.96M0.1%+142.7%1.482%
4/25/2024 Lindbrook Capital LLC26,983$2.30M0.2%+392.4%0.034%
4/25/2024 Ulland 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%
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4/23/2024Hanson & Doremus Investment Management2,540$217K0.0%+400.0%0.003%
4/22/2024 Ashton 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%
(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, 122 institutional investors and hedge funds held shares of iShares Expanded Tech-Software Sector ETF. The most heavily invested institutionals were Migdal Insurance & Financial Holdings Ltd. ($329.74M), JPMorgan Chase & Co. ($199.82M), BNP Paribas Arbitrage SNC ($192.98M), Main Management ETF Advisors LLC ($148.45M), Fisher Asset Management LLC ($111.79M), Price Capital Management Inc. ($22.51M), and Cambridge Investment Research Advisors Inc. ($21.46M).Learn more on IGV's institutional investors.

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

Of the 100 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: Migdal Insurance & Financial Holdings Ltd. ($1.37M), Main Management ETF Advisors LLC ($910.91K), BNP Paribas Financial Markets ($689.26K), BNP Paribas Arbitrage SNC ($488.36K), JPMorgan Chase & Co. ($290.88K), CHURCHILL MANAGEMENT Corp ($243.18K), and Cambridge Investment Research Advisors Inc. ($221.87K).

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

Institutional investors have bought a total of 5,348,499 shares in the last 24 months. This purchase volume represents approximately $421.42M in transactions.

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

Of the 59 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 ($3.58M), BNP Paribas Financial Markets ($921.58K), Migdal Insurance & Financial Holdings Ltd. ($912.73K), BW Gestao de Investimentos Ltda. ($126.97K), Fifth Third Securities Inc. ($41.54K), Crestwood Advisors Group LLC ($35.12K), and GPS Wealth Strategies Group LLC ($28.37K).

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

Institutional investors have sold a total of 5,844,730 shares in the last 24 months. This volume of shares sold represents approximately $437.51M in transactions.



This page (BATS:IGV) was last updated on 11/21/2024 by MarketBeat.com Staff
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