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IGV Institutional Ownership

iShares Expanded Tech-Software Sector ETF
1W: +4.5% 1M: +6.0% 3M: +21.0% YTD: +8.9% 1Y: -3.6% 3Y: +65.0% 5Y: +29.3%
$111.78
+0.39 (+0.35%)
 
Weekly Expected Move ±4.0%
$102 $106 $111 $115 $120
ETF CBOE · AUM $14.4B

Institutional Ownership — IGV

1,029
Institutional Holders
+96 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
238
New Positions
311
Increased
337
Reduced
102
Closed
0.67
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1108 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Varma Mutual Pension Insurance Co 15,248,262 1.7B -5,110,639 -25.1% 2Q SEC ↗
2 GOLDMAN SACHS GROUP INC 12,146,132 1.4B -1,702,306 -12.3% 15Q SEC ↗
3 HEALTHCARE OF ONTARIO PENSION PLAN TRU 11,502,061 1.3B +10,702,061 +1337.8% 9Q SEC ↗
4 BANK OF AMERICA CORP /DE 9,626,317 1.1B +6,105,913 +173.4% 15Q SEC ↗
5 CITIGROUP INC 9,206,194 1.0B -1,189,095 -11.4% 57Q SEC ↗
6 MORGAN STANLEY 8,274,243 925M -2,413,244 -22.6% 60Q SEC ↗
7 BNP PARIBAS FINANCIAL MARKETS 4,979,780 557M -2,176,044 -30.4% 27Q SEC ↗
8 UBS Group AG 2,853,294 319M -4,797,535 -62.7% 47Q SEC ↗
9 LPL Financial LLC 2,766,243 309M +396,283 +16.7% 54Q SEC ↗
10 WELLS FARGO & COMPANY/MN 2,621,390 293M +423,263 +19.3% 95Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,489,303 278M +1,540,697 +162.4% 12Q SEC ↗
12 MENORA MIVTACHIM HOLDINGS LTD. 1,894,901 212M -298,700 -13.6% 7Q SEC ↗
13 ROYAL BANK OF CANADA 1,750,918 196M +697,777 +66.3% 67Q SEC ↗
14 MEITAV INVESTMENT HOUSE LTD NEW 1,724,569 193M — +0.0% 1Q SEC ↗
15 Laura & John Arnold Foundation 1,479,875 165M — +0.0% 3Q SEC ↗
16 Caisse de depot et placement du Quebec 1,461,587 163M +149,369 +11.4% 2Q SEC ↗
17 Wellspring Financial Advisors, LLC 1,349,322 151M -171,356 -11.3% 26Q SEC ↗
18 Clal Insurance Enterprises Holdings Lt 1,329,000 149M +400,000 +43.1% 7Q SEC ↗
19 Migdal Insurance & Financial Holdings 1,324,838 148M +881,802 +199.0% 43Q SEC ↗
20 Phoenix Financial Ltd. 1,314,160 147M +18,866 +1.5% 28Q SEC ↗
21 JPMORGAN CHASE & CO 1,308,542 146M -309,145 -19.1% 43Q SEC ↗
22 BESSEMER GROUP INC 1,277,739 143M +1,277,639 +1277639.0% 23Q SEC ↗
23 BARCLAYS PLC 1,151,410 129M +659,171 +133.9% 12Q SEC ↗
24 ENVESTNET ASSET MANAGEMENT INC 970,443 108M +302,050 +45.2% 57Q SEC ↗
25 RAYMOND JAMES FINANCIAL INC 738,983 83M +161,433 +28.0% 7Q SEC ↗
26 MML INVESTORS SERVICES, LLC 710,014 79M +356,133 +100.6% 37Q SEC ↗
27 HighTower Advisors, LLC 697,176 78M +148,752 +27.1% 38Q SEC ↗
28 Squarepoint Ops LLC 680,093 76M +397,966 +141.1% 4Q SEC ↗
29 AMERIPRISE FINANCIAL INC 634,202 71M -65,957 -9.4% 16Q SEC ↗
30 Kranot Hishtalmut Le Morim Ve Gananot NEW 633,902 71M — +0.0% 1Q SEC ↗
31 Equitable Holdings, Inc. 592,748 66M +41,783 +7.6% 27Q SEC ↗
32 OSAIC HOLDINGS, INC. 552,079 62M +344,366 +165.8% 26Q SEC ↗
33 Fisher Asset Management, LLC 544,355 61M -82,127 -13.1% 28Q SEC ↗
34 SP Asset Management LLC 441,717 49M +4,361 +1.0% 15Q SEC ↗
35 TUDOR INVESTMENT CORP ET AL NEW 413,766 46M — +0.0% 1Q SEC ↗
36 Cetera Investment Advisers 413,334 46M +101,486 +32.5% 26Q SEC ↗
37 Haverford Trust Co 355,940 40M +337,165 +1795.8% 15Q SEC ↗
38 HRT FINANCIAL LP 344,598 39M +244,739 +245.1% 6Q SEC ↗
39 SG Americas Securities, LLC 339,613 38M +156,700 +85.7% 3Q SEC ↗
40 AFFINITY WEALTH MANAGEMENT LLC NEW 329,345 37M — +0.0% 1Q SEC ↗
41 Corient Private Wealth LP 315,542 35M -27,859 -8.1% 15Q SEC ↗
42 J. Goldman & Co LP 303,372 34M +191,150 +170.3% 2Q SEC ↗
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 297,700 33M +186,590 +167.9% 38Q SEC ↗
44 STIFEL FINANCIAL CORP 288,043 32M +71,101 +32.8% 49Q SEC ↗
45 Janney Montgomery Scott LLC 261,112 29M +11,060 +4.4% 52Q SEC ↗
46 MOORE CAPITAL MANAGEMENT, LP NEW 256,956 29M — +0.0% 1Q SEC ↗
47 DIVERSIFY WEALTH MANAGEMENT, LLC 254,501 28M +120,967 +90.6% 2Q SEC ↗
48 Diversify Advisory Services, LLC NEW 254,501 28M — +0.0% 1Q SEC ↗
49 COMMONWEALTH EQUITY SERVICES, LLC 251,408 28M -108,189 -30.1% 35Q SEC ↗
50 Ayalon Insurance Comp Ltd. 247,025 28M +244,600 +10086.6% 32Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
HEALTHCARE OF ONTARIO PENSION PLAN +10,702,061 +1337.8% 11,502,061
BANK OF AMERICA CORP /DE +6,105,913 +173.4% 9,626,317
SUSQUEHANNA INTERNATIONAL GROUP, LL +1,540,697 +162.4% 2,489,303
BESSEMER GROUP INC +1,277,639 +1277639.0% 1,277,739
Migdal Insurance & Financial Holdin +881,802 +199.0% 1,324,838
ROYAL BANK OF CANADA +697,777 +66.3% 1,750,918
BARCLAYS PLC +659,171 +133.9% 1,151,410
WELLS FARGO & COMPANY/MN +423,263 +19.3% 2,621,390
Clal Insurance Enterprises Holdings +400,000 +43.1% 1,329,000
Squarepoint Ops LLC +397,966 +141.1% 680,093
LPL Financial LLC +396,283 +16.7% 2,766,243
MML INVESTORS SERVICES, LLC +356,133 +100.6% 710,014
OSAIC HOLDINGS, INC. +344,366 +165.8% 552,079
Haverford Trust Co +337,165 +1795.8% 355,940
ENVESTNET ASSET MANAGEMENT INC +302,050 +45.2% 970,443
HRT FINANCIAL LP +244,739 +245.1% 344,598
Ayalon Insurance Comp Ltd. +244,600 +10086.6% 247,025
HOLLENCREST CAPITAL MANAGEMENT +192,476 +51880.3% 192,847
J. Goldman & Co LP +191,150 +170.3% 303,372
NORTHWESTERN MUTUAL WEALTH MANAGEME +186,590 +167.9% 297,700
Biggest Decreases (20)
HolderReducedChange %Total Shares
Varma Mutual Pension Insurance Co -5,110,639 -25.1% 15,248,262
UBS Group AG -4,797,535 -62.7% 2,853,294
MORGAN STANLEY -2,413,244 -22.6% 8,274,243
BNP PARIBAS FINANCIAL MARKETS -2,176,044 -30.4% 4,979,780
GOLDMAN SACHS GROUP INC -1,702,306 -12.3% 12,146,132
CITIGROUP INC -1,189,095 -11.4% 9,206,194
BANK OF NOVA SCOTIA -537,142 -98.0% 11,062
JPMORGAN CHASE & CO -309,145 -19.1% 1,308,542
MENORA MIVTACHIM HOLDINGS LTD. -298,700 -13.6% 1,894,901
Nan Shan Life Insurance Co., Ltd. -267,028 -87.0% 39,888
Federation des caisses Desjardins d -229,357 -62.8% 135,843
Carnegie Investment Counsel -218,150 -95.7% 9,878
Purpose Unlimited Inc. -178,157 -99.7% 480
Wellspring Financial Advisors, LLC -171,356 -11.3% 1,349,322
RENAISSANCE TECHNOLOGIES LLC -125,900 -80.3% 30,900
CAPTRUST FINANCIAL ADVISORS -118,153 -46.6% 135,265
COMMONWEALTH EQUITY SERVICES, LLC -108,189 -30.1% 251,408
Fisher Asset Management, LLC -82,127 -13.1% 544,355
Focus Partners Wealth -74,845 -33.8% 146,871
AMERIPRISE FINANCIAL INC -65,957 -9.4% 634,202

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms