iShares Expanded Tech-SoftwaIGVETF

13F holders, Q2 2025 (June 30)
686holders +57
123new positions
65sold out
6famous investors
$107.62avg. 13F price*

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

02004006008001,000 Q1 2024: 472Q1 2024Q2 2024: 488Q2 2024Q3 2024: 486Q3 2024Q4 2024: 622Q4 2024Q1 2025: 629Q1 2025Q2 2025: 686Q2 2025Q3 2025: 658Q3 2025Q4 2025: 648Q4 2025Q1 2026: 764Q1 2026Q2 2026: 886Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions123$588.4M
Exits65$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.

Show all 686 holders