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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

270 hedge funds and large institutions have $1.99B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
61
Increased
103
Reduced
74
Closed
45
Calls
$342M
Puts
$927M
Net Calls
-$586M
Net Calls Change
-$44.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$82.3M
2
Wells Fargo
Wells Fargo
California
+$33.6M
3
HHMI
Howard Hughes Medical Institute
Maryland
+$32.6M
4
CMO
Covenant Multifamily Offices
Texas
+$27.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.4M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$141M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
Goldman Sachs
Goldman Sachs
New York
-$45.7M
4
CFG
CMC Financial Group
Georgia
-$34.2M
5
MIH
Meitav Investment House
Israel
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSC
226
Jackson Square Capital
California
$55K -$3.37K -80 -6%
HPC
227
HM Payson & Co
Maine
$51K – – –
CA
228
Clearstead Advisors
Ohio
$50K +$50K +1,195 New
EWM
229
Endurance Wealth Management
Rhode Island
$48K – – –
GT
230
Glenmede Trust
Pennsylvania
$46K – – –
TFS
231
TrustCore Financial Services
Tennessee
$42K – – –
OPS
232
Orion Portfolio Solutions
Nebraska
$40K +$21.8K +520 +120%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$39K – – –
RWA
234
Ropes Wealth Advisors
Massachusetts
$37K +$11.7K +275 +46%
BWM
235
BerganKDV Wealth Management
Minnesota
$37K +$37K +875 New
DWM
236
Darwin Wealth Management
Florida
$37K +$37K +890 New
DSC
237
Duncker Streett & Co
Missouri
$32K – – –
DAM
238
Delta Asset Management
Tennessee
$32K – – –
MAM
239
Meeder Asset Management
Ohio
$30K +$28.9K +685 +2,740%
EWM
240
Elmwood Wealth Management
California
$29.7K +$29.7K +875 New
PCIA
241
Prime Capital Investment Advisors
Kansas
$28K +$22.8K +550 +440%
IRC
242
Investors Research Corp
Georgia
$28K +$28K +670 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$27K -$1.94M -48,750 -99%
AF
244
Advisornet Financial
Minnesota
$27K -$8.14K -190 -23%
CTC
245
Central Trust Company
Missouri
$27K – – –
AIC
246
Archer Investment Corporation
Indiana
$26K – – –
SBL
247
Sargent Bickham Lagudis
Colorado
$25K +$25K +600 New
AWA
248
Arkadios Wealth Advisors
Georgia
$21.8K +$209 +5 +1%
AA
249
Advisory Alpha
Michigan
$21.3K +$9.84K +215 +86%
VNA
250
Valley National Advisers
Pennsylvania
$21K – – –
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