iShares Expanded Tech-SoftwaIGVETF
13F holders, Q4 2024 (December 31)622holders +136
143new positions
31sold out
6famous investors
$97.88avg. 13F price*
At the end of Q4 2024, 622 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 136 from Q3 2024. 143 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($405.5M), Morgan Stanley ($389.5M) and BNP Paribas Financial Markets ($364.8M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $744.9M |
| Exits | 31 | $59.0M |
All 13F filers, Q3 2024 → Q4 2024: 20,534,191 shares bought and 13,035,016 shares sold, net +7,499,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 622 holders
| Bank of America Corp. | 0.04% | Add +27.5% | 4,049,768 | $405.5M |
| Morgan Stanley | 0.03% | Reduce -23.8% | 3,890,450 | $389.5M |
| BNP Paribas Financial Markets | 0.29% | Add +3179.0% | 3,643,239 | $364.8M |
| UBS Group AG | 0.06% | Add +19.5% | 2,816,801 | $282.0M |
| Migdal Insurance & Financial Holdings Ltd. | 4.04% | Reduce -23.7% | 2,814,572 | $281.8M |
| Menora Mivtachim Holdings LTD. | 1.62% | New | 2,586,851 | $259.0M |
| Clal Insurance Enterprises Holdings Ltd | 1.90% | New | 2,106,000 | $210.9M |
| JPMorgan Chase & Co. | 0.01% | Add +346.9% | 1,870,349 | $187.3M |
| Main Management ETF Advisors, LLC | 7.78% | Add +3.2% | 1,713,745 | $171.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -31.8% | 1,675,657 | $167.8M |
| LPL Financial LLC | 0.06% | Add +30.2% | 1,534,546 | $153.6M |
| Phoenix Financial Ltd. | 1.84% | Add +965.4% | 1,347,654 | $134.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +478.8% | 1,204,367 | $120.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.26% | Reduce -10.4% | 1,200,000 | $120.1M |
| Wells Fargo & Company | 0.03% | Add +15.8% | 1,199,417 | $120.1M |
| Fisher Asset Management | 0.04% | Reduce -12.8% | 1,091,061 | $109.2M |
| Raymond James Financial Inc. | 0.04% | — | 1,029,269 | $103.1M |
| Varma Mutual Pension Insurance Co | 0.77% | Reduce -86.1% | 1,016,162 | $101.7M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 680,003 | $68.1M |
| Janney Montgomery Scott LLC | 0.17% | Add +524.7% | 616,345 | $61.7M |
| Franklin Resources Inc. | 0.02% | Add +4.7% | 604,978 | $60.6M |
| Truist Financial Corp. | 0.09% | Add +866.9% | 574,599 | $57.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | Add +1057.5% | 564,860 | $57.0M |
| Qube Research & Technologies Ltd | 0.09% | Add +175.7% | 549,389 | $55.0M |
| WestEnd Advisors, LLC | 1.32% | New | 517,666 | $51.8M |
| Main Management LLC | 3.89% | Add +0.5% | 475,550 | $47.6M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 466,513 | $46.7M |
| HighTower Advisors, LLC | 0.06% | Add +7.8% | 446,054 | $44.7M |
| Stifel Financial Corp. | 0.04% | Add +13.4% | 410,528 | $41.1M |
| SP Asset Management LLC | 3.42% | Add +6.1% | 407,901 | $40.8M |
| MML Investors Services, LLC | 0.13% | Add +7.9% | 363,570 | $36.4M |
| Osaic Holdings, Inc. | 0.08% | Add +6.3% | 357,569 | $35.8M |
| Northeast Financial Consultants Inc | 1.39% | Add +0.6% | 329,721 | $33.0M |
| Citigroup Inc. | 0.03% | Reduce -86.5% | 312,782 | $31.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.73% | Add +389.0% | 305,529 | $30.6M |
| Wellspring Financial Advisors, LLC | 3.05% | Add +4.2% | 1,619,847 | $29.2M |
| Cetera Investment Advisers | 0.06% | Add +53.3% | 284,828 | $28.5M |
| CHURCHILL MANAGEMENT Corp | 0.26% | Reduce -2.3% | 236,887 | $23.7M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -8.7% | 213,942 | $21.4M |
| Barclays PLC | 0.01% | Add +1862.0% | 197,907 | $19.8M |
| Crestwood Advisors Group, LLC | 0.36% | Reduce -0.5% | 193,596 | $19.4M |
| SPC Financial, Inc. | 1.64% | Add +2.0% | 187,869 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +40.7% | 187,490 | $18.8M |
| Victory Capital Management Inc. | 0.02% | New | 172,836 | $17.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.3% | 171,673 | $17.2M |
| Venture Visionary Partners LLC | 0.72% | Add +4.3% | 169,770 | $17.0M |
| Cwm, LLC | 0.07% | Reduce -0.7% | 161,045 | $16.1M |
| Noesis Capital Mangement Corp. | 2.91% | Add +1.5% | 152,069 | $15.2M |
| Barings LLC | 0.36% | New | 147,859 | $14.8M |
| Bank of Nova Scotia | 0.03% | Add +51.0% | 146,950 | $14.7M |
| Mariner, LLC | 0.02% | Add +4.1% | 140,899 | $14.1M |
| D. E. Shaw & Co. | 0.02% | Add +51.6% | 140,001 | $14.0M |
| Fiduciary Trust Co | 0.18% | Reduce -0.7% | 136,823 | $13.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +102.7% | 123,709 | $12.7M |
| Citadel Advisors | 0.01% | Add +61.2% | 124,632 | $12.5M |
| Corient Private Wealth LP | 0.02% | Add +4.2% | 115,135 | $11.5M |
| Perbak Capital Partners LLP | 6.03% | New | 112,679 | $11.3M |
| Gemmer Asset Management LLC | 1.10% | Add +16.0% | 112,152 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.3% | 111,198 | $11.1M |
| MinichMacGregor Wealth Management, LLC | 2.30% | Reduce -1.5% | 110,556 | $11.1M |
| Susquehanna International Group, LLP | 0.02% | Add +34.9% | 110,096 | $11.0M |
| Baker Avenue Asset Management, LP | 0.33% | Reduce -1.0% | 107,758 | $10.8M |
| Strategic Wealth Partners, Ltd. | 0.88% | New | 100,040 | $10.7M |
| Chicago Wealth Management, Inc. | 5.50% | New | 105,728 | $10.6M |
| Bank Hapoalim BM | 1.79% | Reduce -5.0% | 105,547 | $10.6M |
| Prospera Financial Services Inc | 0.24% | Add +35.7% | 101,414 | $10.2M |
| Advisory Services Network, LLC | 0.19% | Add +2.5% | 101,357 | $10.1M |
| Legacy Edge Advisors, LLC | 1.60% | Reduce -4.7% | 99,642 | $10.1M |
| Lido Advisors, LLC | 0.06% | Reduce -11.7% | 97,229 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Add +577.1% | 95,902 | $9.6M |
| Captrust Financial Advisors | 0.03% | Add +6.2% | 93,970 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Add +7.8% | 93,742 | $9.4M |
| Altus Wealth Management, LLC | 4.20% | Add +1.9% | 93,721 | $9.4M |
| Principle Wealth Partners LLC | 0.65% | Reduce -3.3% | 92,884 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.1% | 92,162 | $9.2M |
| Symmetry Investments LP | 0.55% | New | 91,100 | $9.1M |
| D.A. Davidson & Co. | 0.07% | Add +0.5% | 86,306 | $8.6M |
| Potomac Fund Management Inc. | 0.50% | — | 85,300 | $8.5M |
| Focus Partners Wealth | 0.02% | Add +7.5% | 84,418 | $8.5M |
| Silverleafe Capital Partners, LLC | 2.60% | Add +66.3% | 81,668 | $8.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -23.9% | 81,274 | $8.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +608.8% | 79,381 | $8.0M |
| Capital Fund Management S.A. | 0.08% | New | 79,818 | $8.0M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | New | 78,121 | $7.8M |
| Valence8 US LP | 3.75% | New | 77,909 | $7.8M |
| Black Swift Group, LLC | 1.63% | New | 76,625 | $7.7M |
| Maxi Investments CY Ltd | 1.47% | New | 76,000 | $7.6M |
| Lowe Brockenbrough & Co. Inc. | 0.45% | Add +1.3% | 69,895 | $7.0M |
| Mathes Company, Inc. | 2.55% | Add +1.6% | 69,175 | $6.9M |
| Assetmark, Inc. | 0.02% | Add +7454.0% | 67,457 | $6.8M |
| Kwmg, LLC | 0.69% | Reduce -5.4% | 67,359 | $6.7M |
| Wolverine Trading, LLC | 0.15% | Add +186.3% | 66,077 | $6.7M |
| GTS Securities LLC | 0.32% | Reduce -33.0% | 65,079 | $6.5M |
| SFI Advisors, LLC | 4.46% | Add +0.5% | 63,526 | $6.4M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -2.7% | 63,339 | $6.3M |
| Wealthfront Advisers LLC | 0.02% | Add +19.5% | 58,973 | $5.9M |
| Sfmg, LLC | 0.46% | Reduce -6.9% | 58,041 | $5.8M |
| Seven Springs Wealth Group, LLC | 2.15% | Reduce -0.0% | 56,213 | $5.6M |
| Jmac Enterprises LLC | 0.86% | Add +3.8% | 55,030 | $5.5M |
| Cadent Capital Advisors, LLC | 1.88% | Add +0.5% | 53,891 | $5.4M |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.