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iShares Expanded Tech-Software Sector ETF

260 hedge funds and large institutions have $2.29B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

62.29% more ownership

Funds ownership: 343.7%405.99% (+62%)

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $1.81B → $2.29B (+$482M)

16% more funds holding

Funds holding: 224260 (+36)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $135M | Put options by funds: $676M

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
72
Increased
70
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
226
TrustCore Financial Services
Tennessee
$47K
GT
227
Glenmede Trust
Pennsylvania
$46K +$33.3K +750 +313%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$44K +$41.5K +935 New
SIC
229
Samalin Investment Counsel
New York
$41K +$39.9K +900 New
AF
230
Advisornet Financial
Minnesota
$38K
AIM
231
Axiom Investment Management
New York
$36K +$11.1K +250 +48%
DAM
232
Delta Asset Management
Tennessee
$35K
DSC
233
Duncker Streett & Co
Missouri
$35K +$33.3K +750 New
AIC
234
Archer Investment Corporation
Indiana
$33K
CTC
235
Central Trust Company
Missouri
$30K +$28.8K +650 New
RWA
236
Ropes Wealth Advisors
Massachusetts
$28K
AWA
237
Arkadios Wealth Advisors
Georgia
$27K +$22.8K +515 New
PA
238
PSI Advisors
Florida
$27K +$26.2K +590 New
VNA
239
Valley National Advisers
Pennsylvania
$23K
CAC
240
Certified Advisory Corp
Florida
$22K
FHA
241
Flagship Harbor Advisors
Massachusetts
$22K
OPS
242
Orion Portfolio Solutions
Nebraska
$20K +$19.3K +435 New
CAL
243
Capital Analysts LLC
Pennsylvania
$18K
AF
244
Allworth Financial
California
$17K
HWM
245
Howard Wealth Management
Connecticut
$17K +$17.1K +385 New
SIAS
246
Shine Investment Advisory Services
Colorado
$14K
AA
247
Advisory Alpha
Michigan
$12.4K +$9.09K +205 +456%
PK
248
Pflug Koory
Nebraska
$12K
WEC
249
Winslow Evans & Crocker
Massachusetts
$12K
Chevy Chase Trust
250
Chevy Chase Trust
Maryland
$12K +$11.1K +250 New

IGV Hedge Fund Activity: Q4 2019 in Review

260 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2019, worth a combined $2.29B — up 27% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IGV positions and 32 closed out — a net gain of 40 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 260 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2019, up from 224 in Q3 2019.
  • Funds reported $2.29B of iShares Expanded Tech-Software Sector ETF stock for Q4 2019, up 27% quarter-over-quarter.
  • 72 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2019 and 32 closed out, a net change of +40 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2019 was Morgan Stanley, an estimated $186M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2019 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.