The ETF Barbell: Hedging War While Reloading on AI
Mounting tensions in the Middle East have pushed Brent crude prices well over $100 a barrel, while Treasury yields remain stubbornly high at 4.25%. In response, ETF flows have fractured into a distinct ‘barbell' formation.
Has the software selloff bottomed out? Here's what experts think
Software stocks are showing early signs of recovery after months of heavy selling, with analysts debating whether the sector has reached a lasting bottom. The S&P 500 software index logged its strongest weekly performance since May 2025 last week, while the iShares Expanded Tech-Software Sector ETF (IGV) has rebounded about 10% from its February low.
IGV Bounces 5% But the SaaS Selloff May Not Be Over Yet
One of the more volatile tech funds, the iShares Expanded Tech-Software Sector ETF ( NYSEARCA:IGV ) has bounced 5.13% over the past week, reversing after a collapse that left the fund down 18% year-to-date from a December 31 starting price of $105.69.
Equity ETFs Added $110 Billion in February – See the Leading ETFs
It was another big month for ETFs in February. Equity ETFs picked up some $110 billion in net inflows, according to Factset data.
Caron Says There Was a 'Reasonable Selloff' in Software Stock Space
Jim Caron of Morgan Stanley Investment Management Group says there was a reasonable selloff in the software space, but he doesn't think this event will bring down overall markets substantially further.
There's Truth In SaaSpocalypse: Forward Deployed Engineers Make IGV A Buy
The SaaSpocalypse narrative is overplayed. Yes, software houses will need to pivot in the age of AI, but they won't disappear. Their moat will extend. AI will accelerate software adoption, not destroy moats; firms pivoting to Forward Deployed Engineering (FDE) and output-based pricing will win the AI race. Current financials show robust growth for IGV's top holdings; recent corrections reflect CapEx risk and valuation jitters, not any actual existential AI threats.
Should You Invest in the iShares Expanded Tech-Software Sector ETF (IGV)?
Launched on July 10, 2001, the iShares Expanded Tech-Software Sector ETF (IGV) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Software segment of the equity market.
Software Is AI, If You Do It Right: Spaht
Thoma Bravo managing partner Holden Spaht talks with Dani Burger on “Bloomberg Deals. Wall Street has been dumping software-as-a-service providers in recent weeks amid fears that the products they offer will become redundant in the age of AI.
Options Traders Are Buying the Dip on This Software ETF
Last month, the iShares Expanded Tech-Software Sector ETF (BATS:IGV) officially entered bear market territory.
Some Experts Argue Software Stock Sell-Off Was 'Too Harsh' Despite AI Fears
All the talk of AI "eating" software could have some investors eating their words, according to a recent Jefferies report.
Options Corner: Software Sector
This week's selling among the software group stood out to Rick Ducat on the charts. He cues up the IGV ETF to show the sector-wide pressures impacting the space.
This ETF Could Be a Great Contrarian Artificial Intelligence (AI) Buy Right Now
This ETF is down 18% based on fears that AI will disrupt it. But investors are discounting the real financial results of the companies in the sector.
