Stocks / ETF
IGVETF
iShares Expanded Tech-Software Sector ETF
$105.781d +0.8%5d +4.5%settled close · 2026-09-17
β 1.2952w $79–110Shares 130.1MCboe BZX since 2001
The tape, with the calls on it
Who said what, and what IGV did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about IGV
6 long3 shortlatest 2026-09-03
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-03 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | CNBC Fast Money Final Trade | Software sector headwinds are not over and IGV is likely to retrace to its level from a year ago at roughly… |
| 2026-07-07 | Anthony Stevens | Bullish | Bloomberg Television | Enterprises are becoming financially disciplined about AI token spend, driving a rotation from AI hardware… |
| 2026-07-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | IGV bottomed the same day as the Mag7 but has since outperformed (+11% vs +7%), and the value component of… |
| 2026-07-01 | Bryn Talkington (Requisite)Managing Partner, Requisite Capital | Bullish | CNBC Halftime Final Trades | IGV put in a bottom in the mid-70s and is building a base of higher lows, signaling a rebuild that benefits… |
| 2026-04-10 | Tyler NevilleTrader, Muddy Waters Capital | Bearish | interview | AI is eating software's lunch — IGV is breaking its daily, weekly, and monthly moving averages as the market… |
| 2026-04-06 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Software stocks have made a major low as the market over-prices AI disintermediation risk, and entrenched… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | AI enables corporations to write their own programs, eliminating the need for SaaS products and decimating… |
| 2026-01-20 | Liz Thomas (SoFi)Head of Investment Strategy, SoFi | Bullish | CNBC Halftime Final Trades | The recent selloff in software is overdone relative to fundamentals, creating an opportunity for the sector… |
| 2025-12-26 | Chris Unknown Surname | Bullish | CNBC Fast Money Final Trade | Software ETF offers great risk/reward as it consolidates into 2026 before an expected breakout |
1 new mention of IGV this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where IGV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-27 | ||||||
| 2026-07-24 | ||||||
| 2026-06-01 | ||||||
| 2026-05-29 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
IGV is in this morning’s Brief.
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