iShares Expanded Tech-SoftwaIGVETF
13F holders, Q2 2024 (June 30)488holders +16
66new positions
52sold out
3famous investors
$84.68avg. 13F price*
At the end of Q2 2024, 488 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 16 from Q1 2024. 66 opened new positions and 52 sold out. The largest holders were Varma Mutual Pension Insurance Co ($608.3M), Morgan Stanley ($519.5M) and Bank of America Corp. ($363.1M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $278.3M |
| Exits | 52 | $303.1M |
All 13F filers, Q1 2024 → Q2 2024: 11,395,353 shares bought and 18,278,135 shares sold, net −6,882,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Varma Mutual Pension Insurance Co | 4.89% | Add +1006.9% | 7,000,000 | $608.3M |
| Morgan Stanley | 0.04% | Reduce -12.2% | 5,977,798 | $519.5M |
| Bank of America Corp. | 0.03% | Reduce -23.0% | 4,177,984 | $363.1M |
| JPMorgan Chase & Co. | 0.03% | Reduce -7.2% | 3,372,841 | $293.1M |
| Migdal Insurance & Financial Holdings Ltd. | 4.34% | Reduce -16.7% | 2,992,445 | $260.0M |
| UBS Group AG | 0.07% | Add +18.7% | 2,562,397 | $222.7M |
| Fisher Asset Management | 0.07% | Reduce -81.1% | 1,933,855 | $168.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -58.7% | 1,202,801 | $104.5M |
| LPL Financial LLC | 0.05% | Add +26.0% | 1,057,164 | $91.9M |
| BNP Paribas Financial Markets | 0.10% | Reduce -11.9% | 1,032,683 | $89.7M |
| Franklin Resources Inc. | 0.02% | Add +24.1% | 910,139 | $79.1M |
| Main Management ETF Advisors, LLC | 3.91% | Add +0.9% | 899,955 | $78.2M |
| Citigroup Inc. | 0.08% | Add +6.7% | 897,824 | $78.0M |
| Wells Fargo & Company | 0.02% | Reduce -13.1% | 826,427 | $71.8M |
| Wellington Management Group LLP | 0.01% | New | 691,904 | $60.1M |
| MML Investors Services, LLC | 0.20% | Add +0.9% | 561,452 | $48.8M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 527,524 | $45.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.13% | New | 500,000 | $43.5M |
| SP Asset Management LLC | 3.10% | Add +0.0% | 391,371 | $34.0M |
| HighTower Advisors, LLC | 0.05% | Add +4.4% | 365,067 | $31.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.7% | 358,984 | $31.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -10.4% | 357,701 | $31.1M |
| Stifel Financial Corp. | 0.03% | Add +2.7% | 338,181 | $29.4M |
| Northeast Financial Consultants Inc | 1.34% | Reduce -1.3% | 333,862 | $29.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -5.3% | 311,672 | $27.1M |
| Wealth High Governance Capital Ltda | 6.47% | New | 300,000 | $26.1M |
| Main Management LLC | 1.96% | Reduce -1.3% | 272,104 | $23.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +13.5% | 246,987 | $21.5M |
| CHURCHILL MANAGEMENT Corp | 0.25% | Add +1.1% | 245,727 | $21.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.2% | 227,889 | $19.8M |
| Wellspring Financial Advisors, LLC | 2.21% | Add +3.3% | 1,552,407 | $19.7M |
| Crestwood Advisors Group, LLC | 0.39% | Reduce -2.1% | 216,932 | $18.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.41% | Add +143.1% | 200,050 | $17.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.5% | 199,814 | $17.4M |
| SPC Financial, Inc. | 1.50% | Add +3.4% | 186,192 | $16.2M |
| Cetera Investment Advisers | 0.04% | Reduce -5.3% | 184,110 | $16.0M |
| Gillson Capital LP | 1.49% | New | 177,500 | $15.4M |
| Cwm, LLC | 0.07% | Add +2.1% | 163,751 | $14.2M |
| Focus Partners Wealth | 0.05% | Add +98.1% | 155,270 | $13.5M |
| Venture Visionary Partners LLC | 0.63% | New | 154,958 | $13.5M |
| Prudential PLC | 0.09% | New | 147,000 | $12.8M |
| L & S Advisors Inc | 1.60% | New | 143,719 | $12.5M |
| Fiduciary Trust Co | 0.18% | Reduce -4.2% | 140,900 | $12.2M |
| Noesis Capital Mangement Corp. | 2.69% | Add +1.7% | 139,527 | $12.1M |
| Raymond James & Associates | 0.01% | Add +0.9% | 136,116 | $11.8M |
| Mariner, LLC | 0.02% | Reduce -2.4% | 135,282 | $11.8M |
| Phoenix Financial Ltd. | 0.18% | Add +2.0% | 132,628 | $11.5M |
| MKP Capital Management, L.L.C. | 0.96% | New | 130,000 | $11.3M |
| Bank Hapoalim BM | 1.61% | Reduce -1.8% | 125,135 | $10.9M |
| Citadel Advisors | 0.01% | Reduce -36.9% | 122,558 | $10.7M |
| Chicago Wealth Management, Inc. | 6.10% | Add +2.5% | 122,016 | $10.6M |
| MinichMacGregor Wealth Management, LLC | 2.43% | Reduce -2.6% | 114,679 | $10.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.5% | 111,844 | $9.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.1% | 110,533 | $9.6M |
| Lido Advisors, LLC | 0.08% | Reduce -0.6% | 110,175 | $9.6M |
| Corient Private Wealth LP | 0.02% | Reduce -0.6% | 108,660 | $9.4M |
| Baker Avenue Asset Management, LP | 0.32% | Reduce -1.9% | 107,880 | $9.4M |
| J. Goldman & Co LP | 0.35% | Add +935.6% | 107,341 | $9.3M |
| Principle Wealth Partners LLC | 0.68% | Add +7.2% | 103,220 | $9.0M |
| Advisory Services Network, LLC | 0.18% | Add +308.5% | 98,878 | $8.6M |
| Quantitative Investment Management, LLC | 0.93% | New | 98,278 | $8.5M |
| NewEdge Advisors, LLC | 0.06% | Add +105.4% | 97,847 | $8.5M |
| Gemmer Asset Management LLC | 0.89% | No change | 95,931 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.3% | 93,197 | $8.1M |
| Altus Wealth Management, LLC | 3.87% | Add +0.1% | 92,638 | $8.1M |
| Legacy Edge Advisors, LLC | 1.47% | Add +19.2% | 92,029 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +66.2% | 89,872 | $7.8M |
| Captrust Financial Advisors | 0.02% | Reduce -4.6% | 89,058 | $7.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -3.7% | 85,746 | $7.5M |
| Marshall Wace, LLP | 0.01% | New | 75,559 | $6.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.33% | Reduce -3.8% | 75,100 | $6.5M |
| Crestline Management, L.P. | 0.51% | New | 75,000 | $6.5M |
| Sfmg, LLC | 0.54% | Reduce -78.2% | 71,401 | $6.2M |
| Kwmg, LLC | 0.67% | Reduce -1.6% | 71,381 | $6.2M |
| Ardsley Advisory Partners LP | 1.10% | New | 70,000 | $6.1M |
| Prospera Financial Services Inc | 0.17% | Add +42.7% | 68,794 | $6.0M |
| Quadrature Capital Ltd | 0.10% | New | 68,708 | $6.0M |
| Mathes Company, Inc. | 2.14% | Add +2.8% | 67,175 | $5.8M |
| Wealthspire Advisors, LLC | 0.07% | New | 65,112 | $5.7M |
| SFI Advisors, LLC | 4.18% | Add +0.1% | 62,490 | $5.4M |
| Fluent Financial, LLC | 2.71% | New | 61,832 | $5.4M |
| Spectrum Wealth Counsel, LLC | 0.67% | Reduce -50.4% | 61,161 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +14.1% | 59,568 | $5.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +266.8% | 57,473 | $5.0M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -0.3% | 56,791 | $4.9M |
| DRW Securities, LLC | 0.30% | New | 55,279 | $4.8M |
| Jmac Enterprises LLC | 0.84% | Add +5.3% | 54,818 | $4.8M |
| Sanders Morris Harris LLC | 0.78% | New | 54,510 | $4.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.14% | Add +1.1% | 52,375 | $4.5M |
| Cadent Capital Advisors, LLC | 1.80% | Add +0.1% | 51,070 | $4.4M |
| Well Done, LLC | 0.91% | Add +1.3% | 50,430 | $4.4M |
| Holderness Investments Co. | 1.02% | No change | 49,954 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -17.8% | 46,407 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +31.4% | 45,968 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +10.1% | 45,233 | $3.9M |
| KKM Financial LLC | 1.81% | Reduce -7.0% | 42,739 | $3.8M |
| Arlington Capital Management, Inc. | 3.19% | Reduce -2.0% | 42,265 | $3.7M |
| Bienville Capital Management, LLC | 0.88% | Add +203.9% | 42,061 | $3.7M |
| Strategic Blueprint, LLC | 0.25% | Add +1.4% | 41,555 | $3.6M |
| Hanseatic Management Services Inc. | 5.38% | Add +4.3% | 41,269 | $3.6M |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.