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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
BWL
251
Bogart Wealth LLC
Virginia
$11K
GRP
252
Global Retirement Partners
California
$11K
HI
253
Hudock Inc
Pennsylvania
$10K
BW
254
Bison Wealth
Georgia
$7K +$6.43K +145 New
PCIA
255
Prime Capital Investment Advisors
Kansas
$6K +$5.54K +125 New
Parallax Volatility Advisers
256
Parallax Volatility Advisers
California
$5K +$4.88K +110 New
RG
257
Retirement Group
California
$3K +$2.88K +65 New
WAS
258
Winch Advisory Services
Wisconsin
$2K
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +45 New
DTIM
260
Danda Trouve Investment Management
Kansas
$2K +$2.22K +50 New
MAM
261
Meeder Asset Management
Ohio
$1K
CI
262
Clal Insurance
Israel
-$43.2M -1,020,360 Closed
CM
263
Churchill Management
California
-$24.1M -568,055 Closed
JCM
264
Janney Capital Management
Pennsylvania
-$23.6M -557,840 Closed
Jane Street
265
Jane Street
New York
-$7.09M -159,885 Closed
SCP
266
Syntal Capital Partners
Texas
-$4.84M -114,185 Closed
PIM
267
Parker Investment Management
California
-$2.98M -70,230 Closed
Marshall Wace
268
Marshall Wace
United Kingdom
-$2.84M -67,110 Closed
NL
269
NWAM LLC
Washington
-$2.43M -57,430 Closed
HI
270
HBK Investments
Texas
-$1.78M -42,000 Closed
MSWM
271
Mader & Shannon Wealth Management
Missouri
-$1.67M -39,380 Closed
GH
272
GAM Holding
Switzerland
-$1.56M -36,875 Closed
PAM
273
PVG Asset Management
Colorado
-$1.21M -28,525 Closed
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
-$1.14M -26,925 Closed
Millennium Management
275
Millennium Management
New York
-$785K -18,535 Closed

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.