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

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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)
$842.98M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$586.78M
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IGV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/14/2025Pinebridge Investments L.P.11,287$1.13M0.0%+141.3%0.015%
2/13/2025United Capital Financial Advisors LLC6,024$603K0.0%+13.1%0.008%
2/13/2025Monetary Management Group Inc.5,375$538K0.1%+3.9%0.007%
2/13/2025Bessemer Group Inc.7,100$711K0.0%+7,000.0%0.009%
2/13/2025Wellspring Financial Advisors LLC1,619,847$162.18M2.8%+4.2%2.086%
2/13/2025Cascades Capital Asset Management LLC8,962$897K0.5%+20.0%0.012%
2/13/2025Hurley Capital LLC895$91K0.1%N/A0.001%
2/12/2025Bullseye Investment Management LLC2,591$259K0.2%-56.7%0.003%
2/12/2025L & S Advisors Inc2,385$239K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.1,870,349$187.26M0.0%+346.9%2.409%
2/12/2025Murphy & Mullick Capital Management Corp967$97K0.1%N/A0.001%
2/11/2025Runnymede Capital Advisors Inc.3,480$348K0.3%N/A0.004%
2/11/2025Quantbot Technologies LP36,951$3.70M0.1%+73.6%0.048%
2/10/2025Horizon Investments LLC25,049$2.51M0.1%+834,866.7%0.032%
2/10/2025Curio Wealth LLC24,979$2.50M1.3%N/A0.032%
2/10/2025Creative Financial Designs Inc. ADV644$64K0.0%-93.5%0.001%
2/10/2025Farther Finance Advisors LLC10,460$1.05M0.0%-7.3%0.013%
2/6/2025Ethos Financial Group LLC396$40K0.0%N/A0.001%
2/6/2025Lindbrook Capital LLC19,498$1.95M0.2%+3.8%0.025%
2/6/2025One Capital Management LLC5,845$585K0.0%N/A0.008%
2/6/2025Clal Insurance Enterprises Holdings Ltd2,106,000$210.85M1.9%N/A2.712%
2/6/2025Jones Financial Companies Lllp40,963$4.10M0.0%+37.2%0.053%
2/5/2025Fisher Asset Management LLC1,091,061$109.24M0.0%-12.8%1.405%
2/4/2025Bank of New York Mellon Corp95,902$9.60M0.0%+577.1%0.124%
2/4/2025Crestwood Advisors Group LLC193,596$19.38M0.4%-0.5%0.249%
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2/3/2025First Horizon Advisors Inc.1,067$107K0.0%+15.4%0.001%
2/3/2025Transcend Capital Advisors LLC8,424$843K0.1%N/A0.011%
2/3/2025Aspect Partners LLC555$56K0.0%N/A0.001%
2/3/2025Citizens National Bank Trust Department13,315$1.33M0.3%-2.0%0.017%
2/3/2025Lyell Wealth Management LP4,364$437K0.0%+13.9%0.006%
1/31/2025Valley Wealth Managers Inc.48,594$4.87M0.4%+19.2%0.063%
1/31/2025Mathes Company Inc.69,175$6.93M2.5%+1.6%0.089%
1/30/2025Tanglewood Legacy Advisors LLC775$78K0.0%N/A0.001%
1/30/2025Valeo Financial Advisors LLC6,979$699K0.0%+1.9%0.009%
1/30/2025Vicus Capital30,027$3.01M0.3%N/A0.039%
1/29/2025Comprehensive Financial Planning Inc. PA1,825$183K0.2%N/A0.002%
1/28/2025WestEnd Advisors LLC517,666$51.83M1.3%N/A0.667%
1/28/2025Migdal Insurance & Financial Holdings Ltd.2,814,572$281.80M4.0%-23.7%3.625%
1/27/2025Nvwm LLC11,687$1.17M0.3%-9.7%0.015%
1/27/2025Confluence Wealth Services Inc.2,175$227K0.0%N/A0.003%
1/24/2025GPS Wealth Strategies Group LLC19,244$1.93M0.2%-16.8%0.025%
1/23/2025Fifth Third Securities Inc.4,103$411K0.0%-2.5%0.005%
1/23/2025DMC Group LLC2,098$210K0.2%N/A0.003%
1/23/2025Ibex Wealth Advisors2,947$295K0.0%N/A0.004%
1/23/2025Strategic Blueprint LLC38,746$3.88M0.2%-3.3%0.050%
1/22/2025Kingswood Wealth Advisors LLC3,531$354K0.0%N/A0.005%
1/17/2025Arkansas Financial Group Inc.16,319$1.63M0.3%-1.0%0.021%
1/17/2025Janney Montgomery Scott LLC616,345$61.71M0.2%+524.7%0.794%
1/16/2025Ulland Investment Advisors LLC11,677$1.17M0.7%+4.0%0.015%
1/16/2025 MassMutual Private Wealth & Trust FSB712$71K0.0%N/A0.001%
1/15/2025Hanseatic Management Services Inc.17,068$1.71M2.2%-3.0%0.022%
1/15/2025Arkadios Wealth Advisors2,220$222K0.0%-8.5%0.003%
1/14/2025CHURCHILL MANAGEMENT Corp236,887$23.72M0.3%-2.3%0.305%
1/14/2025Rosenberg Matthew Hamilton320$32K0.0%N/A0.000%
1/14/2025Global Financial Private Client LLC10,557$1.06M0.4%+42.5%0.014%
1/13/2025Vigilare Wealth Management3,231$323K0.1%N/A0.004%
1/7/2025Westwind Capital12,642$1.27M0.3%-1.3%0.016%
1/6/2025Silverleafe Capital Partners LLC81,668$8.18M2.6%+66.3%0.105%
12/26/2024JPMorgan Chase & Co.418,500$37.40M0.0%-87.6%0.539%
11/25/2024PVG Asset Management Corp4,851$434K1.7%N/A0.006%
11/18/2024Virtue Capital Management LLC8,866$792K0.2%-55.2%0.011%
11/18/2024Sunbelt Securities Inc.2,395$214K0.0%-5.9%0.003%
11/15/2024Main Management ETF Advisors LLC1,661,055$148.45M7.0%+84.6%2.139%
11/15/2024Morse Asset Management Inc275$25K0.0%N/A0.000%
11/15/2024Integrated Wealth Concepts LLC7,159$640K0.0%+13.4%0.009%
11/14/2024Plotkin Financial Advisors LLC6,425$574K0.3%N/A0.008%
11/14/2024Flow Traders U.S. LLC35,969$3.22M0.2%N/A0.046%
11/14/2024Captrust Financial Advisors88,521$7.91M0.0%-0.6%0.114%
11/13/2024BNP Paribas Financial Markets111,107$9.93M0.0%-89.2%0.143%
11/13/2024Quantbot Technologies LP21,281$1.90M0.1%N/A0.027%
11/13/2024Fisher Asset Management LLC1,250,913$111.79M0.0%-35.3%1.611%
11/12/2024Cahill Financial Advisors Inc.9,038$808K0.1%-3.4%0.012%
11/8/2024Avior Wealth Management LLC965$86K0.0%-43.7%0.001%
11/6/2024Valley Wealth Managers Inc.40,783$3.65M0.3%+1.2%0.053%
11/5/2024Prime Capital Investment Advisors LLC12,516$1.12M0.0%-1.0%0.016%
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11/5/2024OVERSEA CHINESE BANKING Corp Ltd9,211$823K0.0%-10.5%0.012%
11/4/2024Migdal Insurance & Financial Holdings Ltd.3,689,572$329.74M5.3%+23.3%4.752%
11/2/2024Transcendent Capital Group LLC2,500$223K0.1%-88.3%0.003%
11/1/2024Lindbrook Capital LLC18,778$1.68M0.1%-3.9%0.024%
10/31/2024Hanseatic Management Services Inc.17,597$1.57M2.2%-57.4%0.023%
10/30/2024Crestwood Advisors Group LLC194,566$17.39M0.3%-10.3%0.251%
10/29/2024Citizens National Bank Trust Department13,586$1.21M0.3%-4.2%0.017%
10/29/2024Janney Montgomery Scott LLC98,662$8.82M0.0%-10.7%0.127%
10/29/2024Mathes Company Inc.68,075$6.08M2.1%+1.3%0.088%
10/29/2024Farther Finance Advisors LLC11,285$1.01M0.0%+1,845.7%0.015%
(Data available from 1/1/2016 forward)

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IGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGV shares?

During the previous two years, 138 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. ($281.80M), Clal Insurance Enterprises Holdings Ltd ($210.85M), BNP Paribas Arbitrage SNC ($192.98M), JPMorgan Chase & Co. ($187.26M), Main Management ETF Advisors LLC ($171.58M), Wellspring Financial Advisors LLC ($162.18M), and Fisher Asset Management LLC ($109.24M).Learn more on IGV's institutional investors.

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

Of the 119 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: Clal Insurance Enterprises Holdings Ltd ($2.11M), JPMorgan Chase & Co. ($1.74M), Migdal Insurance & Financial Holdings Ltd. ($1.37M), Main Management ETF Advisors LLC ($825.40K), BNP Paribas Financial Markets ($689.26K), Janney Montgomery Scott LLC ($596.94K), and WestEnd Advisors LLC ($517.67K).

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

Institutional investors have bought a total of 10,536,922 shares in the last 24 months. This purchase volume represents approximately $953.95M in transactions.

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

Of the 61 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: JPMorgan Chase & Co. ($2.97M), Fisher Asset Management LLC ($2.30M), Migdal Insurance & Financial Holdings Ltd. ($1.75M), BNP Paribas Financial Markets ($921.58K), BW Gestao de Investimentos Ltda. ($107.61K), Fifth Third Securities Inc. ($41.65K), and Crestwood Advisors Group LLC ($36.09K).

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

Institutional investors have sold a total of 8,353,044 shares in the last 24 months. This volume of shares sold represents approximately $732.10M in transactions.



This page (BATS:IGV) was last updated on 4/5/2025 by MarketBeat.com Staff
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