iShares Expanded Tech-SoftwaIGVETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 486 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, down 2 from Q2 2024. 48 opened new positions and 50 sold out. The largest holders were Varma Mutual Pension Insurance Co ($665.6M), Morgan Stanley ($456.5M) and Migdal Insurance & Financial Holdings Ltd. ($329.7M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $142.8M |
| Exits | 50 | $176.9M |
All 13F filers, Q2 2024 → Q3 2024: 8,386,128 shares bought and 10,594,131 shares sold, net −2,208,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 486 holders
| Varma Mutual Pension Insurance Co | 5.27% | Add +4.2% | 7,293,414 | $665.6M |
| Morgan Stanley | 0.03% | Reduce -14.6% | 5,107,951 | $456.5M |
| Migdal Insurance & Financial Holdings Ltd. | 5.33% | Add +23.3% | 3,689,572 | $329.7M |
| Bank of America Corp. | 0.02% | Reduce -24.0% | 3,175,209 | $283.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +104.3% | 2,457,652 | $219.6M |
| UBS Group AG | 0.06% | Reduce -8.0% | 2,357,521 | $210.7M |
| Citigroup Inc. | 0.19% | Add +159.0% | 2,324,964 | $207.8M |
| Main Management ETF Advisors, LLC | 7.04% | Add +84.6% | 1,661,055 | $148.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.29% | Add +168.0% | 1,340,000 | $119.8M |
| Fisher Asset Management | 0.05% | Reduce -35.3% | 1,250,913 | $111.8M |
| LPL Financial LLC | 0.05% | Add +11.5% | 1,178,559 | $105.3M |
| Wells Fargo & Company | 0.02% | Add +25.4% | 1,036,005 | $92.6M |
| Royal Bank of Canada | 0.01% | Add +27.5% | 672,562 | $60.1M |
| Franklin Resources Inc. | 0.02% | Reduce -36.5% | 578,104 | $54.0M |
| Millennium Management | 0.04% | New | 505,863 | $45.2M |
| Main Management LLC | 3.48% | Add +73.9% | 473,256 | $42.3M |
| Ameriprise Financial Inc. | 0.01% | Add +20.4% | 432,057 | $38.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.6% | 418,500 | $37.4M |
| HighTower Advisors, LLC | 0.05% | Add +13.3% | 413,793 | $37.0M |
| SP Asset Management LLC | 2.85% | Reduce -1.8% | 384,445 | $34.4M |
| Stifel Financial Corp. | 0.03% | Add +7.0% | 362,019 | $32.4M |
| MML Investors Services, LLC | 0.11% | Reduce -40.0% | 337,045 | $30.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.9% | 336,479 | $30.1M |
| Northeast Financial Consultants Inc | 1.28% | Reduce -1.8% | 327,906 | $29.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -6.9% | 290,264 | $25.9M |
| CHURCHILL MANAGEMENT Corp | 0.25% | Reduce -1.3% | 242,438 | $21.7M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +307.7% | 234,326 | $20.9M |
| Wellspring Financial Advisors, LLC | 2.43% | Add +0.1% | 1,554,389 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.7% | 208,096 | $18.6M |
| Qube Research & Technologies Ltd | 0.03% | New | 199,268 | $17.8M |
| Crestwood Advisors Group, LLC | 0.33% | Reduce -10.3% | 194,566 | $17.4M |
| Cetera Investment Advisers | 0.04% | Add +0.9% | 185,838 | $16.6M |
| SPC Financial, Inc. | 1.45% | Reduce -1.1% | 184,103 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.0% | 167,775 | $15.0M |
| Venture Visionary Partners LLC | 0.64% | Add +5.0% | 162,706 | $14.5M |
| Cwm, LLC | 0.06% | Reduce -0.9% | 162,219 | $14.5M |
| Noesis Capital Mangement Corp. | 2.66% | Add +7.3% | 149,762 | $13.4M |
| Fiduciary Trust Co | 0.17% | Reduce -2.3% | 137,714 | $12.3M |
| Mariner, LLC | 0.02% | Add +0.1% | 135,373 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -46.0% | 133,270 | $11.9M |
| HRT Financial LP | 0.06% | New | 130,641 | $11.7M |
| Raymond James & Associates | 0.01% | Reduce -5.5% | 128,590 | $11.5M |
| Phoenix Financial Ltd. | 0.17% | Reduce -4.6% | 126,490 | $11.3M |
| Point72 Europe (London) LLP | 0.89% | New | 118,700 | $10.6M |
| MinichMacGregor Wealth Management, LLC | 2.15% | Reduce -2.1% | 112,282 | $10.0M |
| Bank Hapoalim BM | 1.58% | Reduce -11.2% | 111,141 | $9.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -89.2% | 111,107 | $9.9M |
| Corient Private Wealth LP | 0.02% | Add +1.7% | 110,466 | $9.9M |
| Lido Advisors, LLC | 0.07% | Reduce -0.1% | 110,105 | $9.8M |
| Baker Avenue Asset Management, LP | 0.31% | Add +0.9% | 108,883 | $9.7M |
| Legacy Edge Advisors, LLC | 1.49% | Add +13.6% | 104,574 | $9.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.5% | 106,827 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -10.7% | 98,662 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.2% | 98,125 | $8.8M |
| Bank of Nova Scotia | 0.02% | New | 97,350 | $8.7M |
| GTS Securities LLC | 0.17% | Add +186.8% | 97,172 | $8.7M |
| Gemmer Asset Management LLC | 0.86% | Add +0.8% | 96,669 | $8.6M |
| Advisory Services Network, LLC | 0.18% | No change | 98,878 | $8.6M |
| Principle Wealth Partners LLC | 0.61% | Reduce -6.9% | 96,095 | $8.6M |
| Gillson Capital LP | 0.76% | Reduce -47.4% | 93,400 | $8.3M |
| D. E. Shaw & Co. | 0.01% | New | 92,356 | $8.3M |
| Altus Wealth Management, LLC | 3.85% | Reduce -0.7% | 91,952 | $8.2M |
| Captrust Financial Advisors | 0.02% | Reduce -0.6% | 88,521 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.0% | 88,519 | $7.9M |
| NewEdge Advisors, LLC | 0.05% | Reduce -11.1% | 86,968 | $7.8M |
| D.A. Davidson & Co. | 0.06% | Add +0.2% | 85,884 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +443.0% | 81,628 | $7.3M |
| Focus Partners Wealth | 0.02% | Reduce -49.4% | 78,541 | $7.0M |
| Citadel Advisors | 0.01% | Reduce -36.9% | 77,319 | $6.9M |
| Crestline Management, L.P. | 0.38% | No change | 75,000 | $6.7M |
| Prospera Financial Services Inc | 0.17% | Add +8.6% | 74,712 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +175.4% | 61,026 | $6.5M |
| Kwmg, LLC | 0.64% | Reduce -0.3% | 71,181 | $6.4M |
| Lowe Brockenbrough & Co. Inc. | 0.39% | Add +21.6% | 69,031 | $6.2M |
| Mathes Company, Inc. | 2.17% | Add +1.3% | 68,075 | $6.1M |
| Wealthspire Advisors, LLC | 0.06% | No change | 65,112 | $5.8M |
| SFI Advisors, LLC | 4.03% | Add +1.2% | 63,225 | $5.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.23% | Reduce -16.8% | 62,500 | $5.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.13% | Reduce -68.8% | 62,476 | $5.6M |
| Sfmg, LLC | 0.45% | Reduce -12.7% | 62,351 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.2% | 59,425 | $5.3M |
| Seven Springs Wealth Group, LLC | 1.87% | New | 56,219 | $5.0M |
| Cadent Capital Advisors, LLC | 1.63% | Add +5.0% | 53,637 | $4.8M |
| Well Done, LLC | 0.87% | Add +5.8% | 53,354 | $4.8M |
| Jmac Enterprises LLC | 0.76% | Reduce -3.3% | 53,007 | $4.7M |
| Marshall Wace, LLP | 0.01% | Reduce -31.8% | 51,508 | $4.6M |
| Holderness Investments Co. | 0.97% | Reduce -0.5% | 49,724 | $4.4M |
| Wealthfront Advisers LLC | 0.01% | Add +7.4% | 49,352 | $4.4M |
| Silverleafe Capital Partners, LLC | 1.55% | Add +65.3% | 49,104 | $4.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.10% | Reduce -6.8% | 48,801 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 46,786 | $4.2M |
| Sigma Planning Corp | 0.12% | Reduce -0.6% | 44,975 | $4.0M |
| Arlington Capital Management, Inc. | 3.17% | Add +2.1% | 43,145 | $3.9M |
| Innova Wealth Partners | 3.17% | New | 43,145 | $3.9M |
| Jasper Ridge Partners, L.P. | 0.11% | Add +74.5% | 42,175 | $3.8M |
| Bienville Capital Management, LLC | 0.97% | Add +0.0% | 42,062 | $3.8M |
| Valley Wealth Managers, Inc. | 0.27% | Add +1.1% | 40,783 | $3.6M |
| FMR LLC | 0.00% | Add +7.8% | 40,459 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +5.3% | 40,439 | $3.6M |
| Strategic Blueprint, LLC | 0.22% | Reduce -3.6% | 40,048 | $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.