iShares Expanded Tech-SoftwaIGVETF
13F holders, Q4 2025 (December 31)648holders −10
51new positions
100sold out
5famous investors
$102.53avg. 13F price*
At the end of Q4 2025, 648 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, down 10 from Q3 2025. 51 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($544.7M), BNP Paribas Financial Markets ($542.5M) and Morgan Stanley ($363.9M). 5 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $137.9M |
| Exits | 100 | $265.8M |
All 13F filers, Q3 2025 → Q4 2025: 5,006,148 shares bought and 13,998,987 shares sold, net −8,992,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 648 holders
| Bank of America Corp. | 0.04% | Add +0.5% | 5,153,423 | $544.7M |
| BNP Paribas Financial Markets | 0.35% | Add +104.7% | 5,133,226 | $542.5M |
| Morgan Stanley | 0.02% | Reduce -5.5% | 3,443,088 | $363.9M |
| Migdal Insurance & Financial Holdings Ltd. | 2.47% | No change | 2,719,572 | $287.4M |
| Clal Insurance Enterprises Holdings Ltd | 1.18% | Reduce -7.8% | 1,734,000 | $183.3M |
| Menora Mivtachim Holdings LTD. | 0.85% | Reduce -15.8% | 1,706,601 | $180.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -30.8% | 1,533,548 | $162.1M |
| LPL Financial LLC | 0.04% | Reduce -18.6% | 1,515,598 | $160.2M |
| Laura & John Arnold Foundation | 27.53% | — | 1,479,875 | $156.4M |
| Wells Fargo & Company | 0.03% | Reduce -16.4% | 1,353,524 | $143.1M |
| Phoenix Financial Ltd. | 1.51% | Add +0.0% | 1,321,000 | $139.6M |
| Citigroup Inc. | 0.10% | Reduce -34.9% | 1,315,517 | $139.0M |
| UBS Group AG | 0.03% | Reduce -23.0% | 1,313,790 | $138.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.14% | Reduce -31.8% | 750,000 | $79.3M |
| Fisher Asset Management | 0.02% | Reduce -8.6% | 686,000 | $72.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.3% | 567,995 | $60.0M |
| Royal Bank of Canada | 0.01% | Reduce -35.8% | 534,225 | $56.5M |
| Franklin Resources Inc. | 0.01% | Reduce -12.7% | 468,412 | $49.5M |
| Corient Private Wealth LP | 0.07% | Add +3.0% | 453,170 | $47.9M |
| HighTower Advisors, LLC | 0.05% | Add +2.6% | 451,156 | $47.7M |
| D. E. Shaw & Co. | 0.04% | New | 448,277 | $47.4M |
| SP Asset Management LLC | 3.49% | Reduce -0.9% | 417,413 | $44.1M |
| MML Investors Services, LLC | 0.11% | Add +12.1% | 410,861 | $43.4M |
| Waverly Advisors, LLC | 0.35% | Add +12.5% | 403,624 | $42.7M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +4.6% | 316,996 | $33.5M |
| Stifel Financial Corp. | 0.03% | Reduce -22.4% | 311,852 | $33.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -12.5% | 301,471 | $31.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.4% | 300,656 | $31.8M |
| Equitable Holdings, Inc. | 0.21% | Add +16.6% | 290,897 | $30.7M |
| Wellspring Financial Advisors, LLC | 2.40% | Add +0.3% | 1,615,512 | $30.3M |
| Bridgewater Associates | 0.11% | New | 281,938 | $29.8M |
| Cetera Investment Advisers | 0.03% | Reduce -10.2% | 268,639 | $28.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.3% | 265,918 | $28.1M |
| Main Management ETF Advisors, LLC | 0.85% | Reduce -81.0% | 225,576 | $23.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.1% | 215,893 | $22.8M |
| Truist Financial Corp. | 0.03% | Add +69.0% | 205,978 | $21.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -20.4% | 201,439 | $21.3M |
| Two Sigma Investments, LP | 0.03% | Add +2003.4% | 187,200 | $19.8M |
| Twin Tree Management, LP | 1.96% | Reduce -51.2% | 181,353 | $19.2M |
| Susquehanna International Group, LLP | 0.02% | Add +99.3% | 170,310 | $18.0M |
| Crestwood Advisors Group, LLC | 0.30% | Reduce -0.8% | 168,034 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -35.8% | 159,050 | $16.8M |
| Mariner, LLC | 0.02% | Add +0.3% | 154,193 | $16.3M |
| Noesis Capital Mangement Corp. | 2.36% | Add +1.4% | 154,074 | $16.3M |
| Black Swift Group, LLC | 2.70% | Add +1.6% | 151,040 | $16.1M |
| Capital Fund Management S.A. | 0.14% | Reduce -23.3% | 143,695 | $15.2M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -12.7% | 140,518 | $14.9M |
| Lowe Brockenbrough & Co. Inc. | 0.69% | Add +1.3% | 132,083 | $14.0M |
| Decker Wealth Management LLC | 3.06% | — | 131,743 | $13.9M |
| Fiduciary Trust Co | 0.16% | Reduce -1.3% | 129,109 | $13.6M |
| Baker Avenue Asset Management, LP | 0.31% | Add +13.2% | 127,189 | $13.4M |
| MinichMacGregor Wealth Management, LLC | 2.40% | Add +2.2% | 125,234 | $13.2M |
| Royal Fund Management, LLC | 1.15% | New | 118,193 | $12.5M |
| Cwm, LLC | 0.03% | Reduce -29.0% | 116,463 | $12.3M |
| Prospera Financial Services Inc | 0.20% | Add +10.5% | 112,997 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +84.1% | 112,740 | $11.9M |
| Lido Advisors, LLC | 0.05% | Reduce -0.9% | 102,203 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.4% | 110,980 | $11.7M |
| Barings LLC | 0.22% | Reduce -60.0% | 108,479 | $11.5M |
| Squarepoint Ops LLC | 0.02% | Add +226.0% | 101,528 | $10.7M |
| Gemmer Asset Management LLC | 0.80% | Reduce -7.7% | 97,840 | $10.3M |
| Principle Wealth Partners LLC | 0.57% | Add +15.6% | 95,063 | $10.0M |
| Seven Springs Wealth Group, LLC | 2.87% | Add +3.6% | 93,075 | $9.8M |
| Captrust Financial Advisors | 0.02% | Add +0.3% | 92,052 | $9.7M |
| Legacy Edge Advisors, LLC | 1.05% | Reduce -16.9% | 91,190 | $9.6M |
| Bank Hapoalim BM | 0.86% | Reduce -8.3% | 90,776 | $9.6M |
| Altus Wealth Management, LLC | 4.09% | Add +0.6% | 89,753 | $9.5M |
| D.A. Davidson & Co. | 0.06% | Add +0.4% | 87,903 | $9.3M |
| Main Management LLC | 0.67% | Reduce -72.6% | 87,600 | $9.3M |
| Graham Capital Management, L.P. | 0.43% | New | 82,500 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.1% | 82,638 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -31.8% | 80,905 | $8.6M |
| Silverleafe Capital Partners, LLC | 2.44% | Reduce -3.9% | 77,593 | $8.2M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +3.3% | 77,291 | $8.2M |
| Barclays PLC | 0.00% | Reduce -57.0% | 75,702 | $8.0M |
| AlphaCore Capital LLC | 0.17% | Add +32249.3% | 72,786 | $7.7M |
| Focus Partners Wealth | 0.01% | Reduce -34.2% | 72,155 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.0% | 69,162 | $7.3M |
| Kwmg, LLC | 0.63% | Add +0.6% | 69,008 | $7.3M |
| Riggs Asset Managment Co. Inc. | 1.44% | Reduce -14.2% | 67,405 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 66,769 | $7.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -30.9% | 66,678 | $7.0M |
| Well Done, LLC | 1.05% | Add +14.6% | 66,590 | $7.0M |
| IronBridge Private Wealth, LLC | 2.19% | No change | 65,473 | $6.9M |
| Atria Investments, Inc | 0.07% | Reduce -2.6% | 59,997 | $6.3M |
| Jmac Enterprises LLC | 1.21% | Add +2.4% | 59,713 | $6.3M |
| Silver Coast Investments LLC | 2.13% | Add +6.2% | 58,360 | $6.2M |
| SFI Advisors, LLC | 3.92% | Reduce -2.1% | 57,924 | $6.1M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -0.4% | 61,529 | $6.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Reduce -92.4% | 54,695 | $5.8M |
| Sigma Planning Corp | 0.15% | Add +4.9% | 52,355 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.0% | 51,851 | $5.5M |
| Ieq Capital, LLC | 0.02% | Add +4.4% | 51,851 | $5.5M |
| Tepp RIA, LLC | 5.42% | Add +5.8% | 51,843 | $5.5M |
| Cadent Capital Advisors, LLC | 1.43% | Add +2.6% | 51,159 | $5.4M |
| Bawa N Mallick Trust | 2.00% | No change | 51,001 | $5.4M |
| Sfmg, LLC | 0.35% | Reduce -7.1% | 49,323 | $5.2M |
| Deltec Asset Management LLC | 0.86% | Reduce -10.2% | 49,100 | $5.2M |
| Cottonwood Capital Advisors, LLC | 3.62% | Add +1.8% | 48,090 | $5.1M |
| Holderness Investments Co. | 1.02% | Reduce -3.2% | 47,357 | $5.0M |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.