iShares Expanded Tech-SoftwaIGVETF
13F holders, Q1 2025 (March 31)629holders +7
81new positions
68sold out
5famous investors
$87.43avg. 13F price*
At the end of Q1 2025, 629 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 7 from Q4 2024. 81 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($604.3M), Morgan Stanley ($374.4M) and Envestnet Asset Management Inc. ($251.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $112.1M |
| Exits | 68 | $140.6M |
All 13F filers, Q4 2024 → Q1 2025: 21,508,731 shares bought and 6,203,459 shares sold, net +15,305,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| Bank of America Corp. | 0.05% | Add +67.7% | 6,791,047 | $604.3M |
| Morgan Stanley | 0.03% | Add +8.1% | 4,206,688 | $374.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +134.4% | 2,823,008 | $251.2M |
| Clal Insurance Enterprises Holdings Ltd | 2.56% | Add +32.0% | 2,781,000 | $247.5M |
| UBS Group AG | 0.05% | Reduce -3.6% | 2,714,949 | $241.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +56.7% | 2,626,389 | $233.7M |
| Varma Mutual Pension Insurance Co | 1.90% | Add +144.3% | 2,482,227 | $220.9M |
| Migdal Insurance & Financial Holdings Ltd. | 3.09% | Reduce -12.1% | 2,474,572 | $220.2M |
| Raymond James Financial Inc. | 0.08% | Add +120.9% | 2,273,471 | $202.3M |
| Menora Mivtachim Holdings LTD. | 1.29% | Reduce -13.6% | 2,235,301 | $198.9M |
| JPMorgan Chase & Co. | 0.02% | Add +19.4% | 2,233,017 | $198.7M |
| LPL Financial LLC | 0.07% | Add +35.0% | 2,071,246 | $184.3M |
| Janney Montgomery Scott LLC | 0.43% | Add +176.2% | 1,702,248 | $151.5M |
| Truist Financial Corp. | 0.24% | Add +195.0% | 1,694,994 | $150.8M |
| Main Management ETF Advisors, LLC | 7.15% | Reduce -3.5% | 1,652,970 | $147.1M |
| Harel Insurance Investments & Financial Services Ltd. | 1.80% | Add +16001.9% | 1,549,000 | $137.8M |
| BNP Paribas Financial Markets | 0.11% | Reduce -58.0% | 1,531,994 | $136.3M |
| Wells Fargo & Company | 0.03% | Add +16.7% | 1,399,187 | $124.5M |
| Phoenix Financial Ltd. | 1.84% | Add +0.1% | 1,349,414 | $120.1M |
| Citigroup Inc. | 0.09% | Add +321.4% | 1,318,048 | $117.3M |
| WestEnd Advisors, LLC | 3.10% | Add +153.4% | 1,311,777 | $116.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.23% | Reduce -4.2% | 1,150,000 | $102.3M |
| Fisher Asset Management | 0.04% | Reduce -16.4% | 912,608 | $81.2M |
| Royal Bank of Canada | 0.02% | Add +11.1% | 755,328 | $67.2M |
| Franklin Resources Inc. | 0.02% | Add +0.0% | 605,043 | $53.8M |
| Ameriprise Financial Inc. | 0.01% | Add +26.4% | 589,833 | $52.4M |
| Nan Shan Life Insurance Co., Ltd. | 1.22% | Add +90.6% | 582,423 | $51.8M |
| Victory Capital Management Inc. | 0.05% | Add +200.4% | 519,227 | $46.2M |
| Foundations Investment Advisors, LLC | 0.85% | Add +4062.4% | 518,849 | $46.2M |
| HighTower Advisors, LLC | 0.06% | Add +8.9% | 485,726 | $43.2M |
| Stifel Financial Corp. | 0.05% | Add +16.5% | 478,169 | $42.6M |
| Main Management LLC | 3.40% | Reduce -8.6% | 434,599 | $38.7M |
| SP Asset Management LLC | 3.20% | Reduce -0.1% | 407,458 | $36.3M |
| Barclays PLC | 0.02% | Add +102.4% | 400,510 | $35.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.0% | 350,290 | $31.2M |
| Squarepoint Ops LLC | 0.08% | Add +922.5% | 347,964 | $31.0M |
| Northeast Financial Consultants Inc | 1.28% | Reduce -1.7% | 324,005 | $28.8M |
| Citadel Advisors | 0.03% | Add +155.6% | 318,569 | $28.3M |
| Wellspring Financial Advisors, LLC | 2.83% | Reduce -0.5% | 1,611,975 | $25.4M |
| MML Investors Services, LLC | 0.08% | Reduce -21.5% | 285,295 | $25.4M |
| Barings LLC | 0.61% | Add +83.4% | 271,138 | $24.1M |
| Cetera Investment Advisers | 0.05% | Reduce -5.3% | 269,678 | $24.0M |
| Equitable Holdings, Inc. | 0.21% | Add +811.8% | 248,055 | $22.1M |
| SPC Financial, Inc. | 1.89% | Add +28.4% | 241,292 | $21.5M |
| Corient Private Wealth LP | 0.03% | Add +104.0% | 234,924 | $20.9M |
| Susquehanna International Group, LLP | 0.03% | Add +107.7% | 228,717 | $20.4M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +3.9% | 222,239 | $19.8M |
| Assetmark, Inc. | 0.05% | Add +198.6% | 201,452 | $17.9M |
| Crestwood Advisors Group, LLC | 0.32% | Reduce -2.0% | 189,635 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 174,544 | $15.5M |
| D. E. Shaw & Co. | 0.02% | Add +21.5% | 170,070 | $15.1M |
| Venture Visionary Partners LLC | 0.63% | Reduce -0.2% | 169,374 | $15.1M |
| Mariner, LLC | 0.02% | Add +19.4% | 168,222 | $15.0M |
| Sanctuary Advisors, LLC | 0.10% | Add +35.0% | 166,951 | $14.9M |
| Cwm, LLC | 0.06% | Reduce -0.3% | 160,525 | $14.3M |
| Noesis Capital Mangement Corp. | 2.72% | Add +1.1% | 153,660 | $13.7M |
| Jane Street Group, LLC | 0.02% | Add +455.1% | 143,360 | $12.8M |
| Anfield Capital Management, LLC | 4.62% | New | 140,562 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -26.5% | 137,774 | $12.3M |
| Balyasny Asset Management L.P. | 0.03% | Add +266.4% | 136,119 | $12.1M |
| Fiduciary Trust Co | 0.16% | Reduce -0.9% | 135,579 | $12.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +65.2% | 131,120 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.9% | 113,344 | $10.1M |
| Advisory Services Network, LLC | 0.19% | Add +10.3% | 111,828 | $10.0M |
| Baker Avenue Asset Management, LP | 0.30% | Add +1.0% | 108,864 | $9.7M |
| Chicago Wealth Management, Inc. | 4.97% | Add +0.7% | 106,492 | $9.5M |
| Gemmer Asset Management LLC | 0.92% | Reduce -7.9% | 103,242 | $9.2M |
| Lido Advisors, LLC | 0.05% | Add +3.9% | 101,008 | $9.0M |
| Prospera Financial Services Inc | 0.20% | Reduce -1.6% | 99,796 | $8.9M |
| Black Swift Group, LLC | 2.01% | Add +30.1% | 99,725 | $8.9M |
| Waverly Advisors, LLC | 0.11% | Add +1506.2% | 99,292 | $8.8M |
| IronBridge Private Wealth, LLC | 3.48% | New | 99,174 | $8.8M |
| Bank Hapoalim BM | 1.32% | Reduce -6.6% | 98,575 | $8.8M |
| NewEdge Advisors, LLC | 0.05% | Add +4.9% | 98,311 | $8.7M |
| Legacy Edge Advisors, LLC | 1.34% | Reduce -3.0% | 96,646 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.6% | 95,500 | $8.5M |
| Captrust Financial Advisors | 0.02% | Reduce -0.7% | 93,319 | $8.3M |
| Principle Wealth Partners LLC | 0.59% | Reduce -0.8% | 92,111 | $8.2M |
| Altus Wealth Management, LLC | 3.76% | Reduce -3.8% | 90,128 | $8.0M |
| KADENSA CAPITAL Ltd | 0.99% | Add +3555.8% | 89,714 | $8.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 89,659 | $8.0M |
| D.A. Davidson & Co. | 0.06% | Add +3.1% | 88,961 | $7.9M |
| Valence8 US LP | 3.66% | Add +12.6% | 87,696 | $7.8M |
| Silverleafe Capital Partners, LLC | 2.62% | Add +5.0% | 85,744 | $7.6M |
| Prudential PLC | 0.04% | Add +107.3% | 84,999 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.4% | 83,180 | $7.4M |
| Royal Fund Management, LLC | 0.85% | New | 80,488 | $7.2M |
| J. Goldman & Co LP | 0.25% | Add +221.8% | 80,449 | $7.2M |
| Quantitative Investment Management, LLC | 0.65% | Add +50.8% | 79,234 | $7.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.13% | Reduce -86.2% | 77,707 | $6.9M |
| MinichMacGregor Wealth Management, LLC | 1.52% | Reduce -31.1% | 76,127 | $6.8M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Reduce -4.8% | 74,379 | $6.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +92.5% | 72,317 | $6.4M |
| Advisor Resource Council | 0.52% | New | 73,551 | $6.4M |
| DAVENPORT & Co LLC | 0.04% | Add +107.9% | 71,832 | $6.4M |
| Moore Capital Management, LP | 0.25% | New | 71,167 | $6.3M |
| Atria Investments, Inc | 0.08% | Add +138.0% | 71,087 | $6.3M |
| Tower Research Capital LLC (TRC) | 0.19% | Add +207.2% | 70,928 | $6.3M |
| Lowe Brockenbrough & Co. Inc. | 0.41% | Add +0.2% | 70,045 | $6.2M |
| Chicago Partners Investment Group LLC | 0.21% | Add +94.7% | 62,539 | $6.2M |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.