iShares Expanded Tech-SoftwaIGVETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 686 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 57 from Q1 2025. 123 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($863.7M), Morgan Stanley ($457.9M) and JPMorgan Chase & Co. ($374.4M). 6 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $588.4M |
| Exits | 65 | $353.9M |
All 13F filers, Q1 2025 → Q2 2025: 13,366,776 shares bought and 9,299,000 shares sold, net +4,067,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| Bank of America Corp. | 0.07% | Add +16.1% | 7,887,994 | $863.7M |
| Morgan Stanley | 0.03% | Reduce -0.6% | 4,182,187 | $457.9M |
| JPMorgan Chase & Co. | 0.03% | Add +53.1% | 3,419,536 | $374.4M |
| Two Sigma Investments, LP | 0.65% | New | 3,154,300 | $345.4M |
| Envestnet Asset Management Inc. | 0.10% | Add +11.6% | 3,151,097 | $345.0M |
| Migdal Insurance & Financial Holdings Ltd. | 3.54% | Add +9.9% | 2,719,572 | $297.8M |
| Raymond James Financial Inc. | 0.09% | Add +5.7% | 2,402,727 | $263.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -9.5% | 2,377,303 | $260.3M |
| UBS Group AG | 0.05% | Reduce -12.7% | 2,369,230 | $259.4M |
| LPL Financial LLC | 0.08% | Add +8.0% | 2,236,321 | $244.9M |
| Menora Mivtachim Holdings LTD. | 1.27% | Reduce -9.6% | 2,021,051 | $221.3M |
| Clal Insurance Enterprises Holdings Ltd | 2.03% | Reduce -32.4% | 1,881,000 | $206.0M |
| Janney Montgomery Scott LLC | 0.53% | Add +9.4% | 1,861,773 | $203.9M |
| Wells Fargo & Company | 0.04% | Add +26.0% | 1,762,413 | $193.0M |
| Truist Financial Corp. | 0.28% | Add +2.9% | 1,744,503 | $191.0M |
| Main Management ETF Advisors, LLC | 7.60% | Add +1.0% | 1,669,135 | $182.8M |
| Harel Insurance Investments & Financial Services Ltd. | 2.05% | Add +5.7% | 1,636,987 | $179.3M |
| WestEnd Advisors, LLC | 4.40% | Add +23.6% | 1,621,446 | $177.6M |
| Phoenix Financial Ltd. | 1.95% | Add +0.2% | 1,352,553 | $148.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | Reduce -4.3% | 1,100,000 | $120.5M |
| Royal Bank of Canada | 0.02% | Add +37.2% | 1,036,071 | $113.5M |
| Twin Tree Management, LP | 2.51% | Add +1828.3% | 909,662 | $99.6M |
| Citigroup Inc. | 0.07% | Reduce -31.3% | 905,273 | $99.1M |
| Fisher Asset Management | 0.03% | Reduce -12.9% | 794,390 | $87.0M |
| Nan Shan Life Insurance Co., Ltd. | 1.59% | Add +12.3% | 654,352 | $71.7M |
| Ameriprise Financial Inc. | 0.02% | Add +9.8% | 647,958 | $70.0M |
| Franklin Resources Inc. | 0.02% | Add +0.7% | 609,207 | $66.7M |
| Victory Capital Management Inc. | 0.04% | Add +6.6% | 553,316 | $60.6M |
| Foundations Investment Advisors, LLC | 0.91% | Add +1.9% | 528,530 | $57.9M |
| Stifel Financial Corp. | 0.05% | Add +7.6% | 514,484 | $56.3M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.1% | 470,620 | $51.5M |
| Qube Research & Technologies Ltd | 0.07% | New | 442,378 | $48.4M |
| Main Management LLC | 3.77% | Add +0.8% | 438,233 | $48.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -71.8% | 431,887 | $47.3M |
| SP Asset Management LLC | 3.85% | Add +4.6% | 426,277 | $46.7M |
| Osaic Holdings, Inc. | 0.07% | Add +4.1% | 364,517 | $39.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +174.2% | 359,550 | $39.4M |
| Cetera Investment Advisers | 0.07% | Add +31.9% | 355,574 | $38.9M |
| MML Investors Services, LLC | 0.11% | Add +23.8% | 353,070 | $38.7M |
| Northeast Financial Consultants Inc | 1.45% | Reduce -0.1% | 323,518 | $35.4M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +27.6% | 283,455 | $31.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +105.3% | 282,818 | $31.0M |
| Wellspring Financial Advisors, LLC | 2.75% | Reduce -0.1% | 1,611,069 | $30.8M |
| Barings LLC | 0.71% | No change | 271,138 | $29.7M |
| Waverly Advisors, LLC | 0.32% | Add +168.6% | 266,721 | $29.2M |
| SPC Financial, Inc. | 2.22% | Add +0.2% | 241,778 | $26.5M |
| Barclays PLC | 0.01% | Reduce -39.8% | 241,119 | $26.4M |
| Equitable Holdings, Inc. | 0.22% | Reduce -2.8% | 241,020 | $26.4M |
| Prudential PLC | 0.15% | Add +171.3% | 230,633 | $25.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +29.3% | 225,695 | $24.7M |
| L & S Advisors Inc | 2.60% | Add +7605.0% | 211,041 | $23.1M |
| Maxi Investments CY Ltd | 3.81% | New | 209,600 | $23.0M |
| Assetmark, Inc. | 0.05% | Add +3.0% | 207,552 | $22.7M |
| Bank of New York Mellon Corp | 0.00% | Add +127.4% | 203,870 | $22.3M |
| Ardmore Road Asset Management LP | 1.81% | New | 200,000 | $21.9M |
| Sanctuary Advisors, LLC | 0.13% | Add +12.9% | 188,541 | $20.6M |
| Crestwood Advisors Group, LLC | 0.37% | Reduce -1.0% | 187,775 | $20.6M |
| Cwm, LLC | 0.06% | Add +0.7% | 161,635 | $17.7M |
| Black Swift Group, LLC | 3.53% | Add +60.2% | 159,800 | $17.5M |
| Mariner, LLC | 0.02% | Reduce -8.5% | 153,926 | $16.9M |
| Noesis Capital Mangement Corp. | 2.86% | Reduce -2.2% | 150,245 | $16.5M |
| Gimbal Financial | 9.89% | New | 146,995 | $16.1M |
| Anfield Capital Management, LLC | 5.03% | Reduce -1.3% | 138,766 | $15.2M |
| Fiduciary Trust Co | 0.18% | Reduce -1.9% | 133,066 | $14.6M |
| Lowe Brockenbrough & Co. Inc. | 0.80% | Add +84.8% | 129,437 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.1% | 127,041 | $13.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -47.4% | 120,430 | $13.2M |
| Advisory Services Network, LLC | 0.21% | Add +4.9% | 117,301 | $13.1M |
| Corient Private Wealth LP | 0.02% | Reduce -49.8% | 117,840 | $12.9M |
| MinichMacGregor Wealth Management, LLC | 2.76% | Add +54.7% | 117,785 | $12.9M |
| Gemmer Asset Management LLC | 1.13% | Add +13.0% | 116,659 | $12.8M |
| Lido Advisors, LLC | 0.06% | Add +6.8% | 107,908 | $11.8M |
| Baker Avenue Asset Management, LP | 0.33% | Reduce -1.3% | 107,429 | $11.8M |
| Chicago Wealth Management, Inc. | 5.55% | Reduce -0.2% | 106,316 | $11.6M |
| TTP Investments, Inc. | 3.81% | New | 106,014 | $11.6M |
| Perbak Capital Partners LLP | 2.54% | New | 102,559 | $11.2M |
| IronBridge Private Wealth, LLC | 3.89% | Add +2.8% | 101,966 | $11.2M |
| Strategic Wealth Partners, Ltd. | 0.87% | — | 101,165 | $11.1M |
| Bank Hapoalim BM | 1.57% | Add +2.1% | 100,642 | $11.0M |
| Legacy Edge Advisors, LLC | 1.47% | Add +4.1% | 100,577 | $11.0M |
| Prospera Financial Services Inc | 0.21% | Add +0.8% | 100,550 | $11.0M |
| Avalon Capital Management | 2.75% | New | 93,648 | $10.3M |
| J. Goldman & Co LP | 0.32% | Add +16.4% | 93,643 | $10.3M |
| Captrust Financial Advisors | 0.02% | Reduce -3.3% | 90,225 | $9.9M |
| NewEdge Advisors, LLC | 0.05% | Reduce -9.3% | 89,217 | $9.8M |
| D.A. Davidson & Co. | 0.07% | Reduce -0.6% | 88,460 | $9.7M |
| Altus Wealth Management, LLC | 4.64% | Reduce -1.9% | 88,440 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.3% | 86,659 | $9.6M |
| Riggs Asset Managment Co. Inc. | 2.29% | Add +150.6% | 85,223 | $9.3M |
| Atria Investments, Inc | 0.11% | Add +18.7% | 84,361 | $9.2M |
| Principle Wealth Partners LLC | 0.57% | Reduce -9.0% | 83,830 | $9.2M |
| Maven Securities LTD | 2.33% | New | 82,060 | $9.0M |
| Seven Springs Wealth Group, LLC | 2.22% | Add +16.9% | 80,425 | $8.8M |
| DAVENPORT & Co LLC | 0.05% | Add +11.8% | 80,340 | $8.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.8% | 78,375 | $8.6M |
| Silverleafe Capital Partners, LLC | 2.92% | Reduce -10.8% | 76,502 | $8.4M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +1.2% | 75,289 | $8.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.3% | 73,251 | $8.0M |
| Avestar Capital, LLC | 0.57% | New | 70,755 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.7% | 70,142 | $7.7M |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.