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iShares Expanded Tech-Software Sector ETF
IGV

350 hedge funds and large institutions have $3.7B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

18.39% more ownership

Funds ownership: 331.23% → 349.62% (+18%)

15% more capital invested

Capital invested by funds: $3.22B → $3.7B (+$481M)

14% more call options, than puts

Call options by funds: $747M | Put options by funds: $658M

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

6% more funds holding

Funds holding: 331 → 350 (+19)

Holders
350
Holders Change
+19
Holders Change %
+5.74%
% of All Funds
7.06%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.54%
New
56
Increased
126
Reduced
111
Closed
36
Calls
$747M
Puts
$658M
Net Calls
+$89.5M
Net Calls Change
+$408M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$87.4M
2
Goldman Sachs
Goldman Sachs
New York
+$75.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$68.2M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$25.7M
5
BlackRock
BlackRock
New York
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
HHMI
Howard Hughes Medical Institute
Maryland
-$44.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$30.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$25.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.9M
5
ECM
ExodusPoint Capital Management
New York
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
276
Stratos Wealth Partners
Ohio
$231K -$624K -10,390 -74%
TWP
277
Tempus Wealth Planning
California
$230K +$901 +15 +0.4%
AGM
278
Alpine Global Management
New York
$230K +$222K +3,690 New
MCM
279
MAI Capital Management
Ohio
$228K +$220K +3,660 New
LFAS
280
Level Four Advisory Services
Texas
$225K +$217K +3,615 New
GTAM
281
Global Trust Asset Management
Florida
$222K -$691K -11,500 -77%
LNC
282
Lincoln National Corp
Pennsylvania
$219K +$211K +3,520 New
CRIG
283
Charter Research & Investment Group
Connecticut
$218K +$210K +3,500 New
FNT
284
First National Trust
Pennsylvania
$218K +$210K +3,500 New
PFM
285
Parsec Financial Management
North Carolina
$217K +$210K +3,490 New
CS
286
Comerica Securities
Michigan
$212K -$616K -10,255 -75%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$210K -$129K -2,145 -39%
MIG
288
McGuire Investment Group
Rhode Island
$207K +$200K +3,325 New
BFA
289
Beaumont Financial Advisors
Massachusetts
$207K +$200K +3,330 New
MBT
290
Montecito Bank & Trust
California
$205K +$198K +3,295 New
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$204K +$141K +2,345 +251%
NFSG
292
Newbridge Financial Services Group
Florida
$192K +$186K +3,090 New
PFS
293
Prospera Financial Services
Texas
$150K -$529K -8,805 -79%
S
294
SignatureFD
Georgia
$126K – – –
IF
295
Ironwood Financial
Arizona
$123K – – –
GT
296
Glenmede Trust
Pennsylvania
$93K -$1.2K -20 -1%
KPCM
297
Kings Point Capital Management
New York
$91K +$88K +1,465 New
HPC
298
HM Payson & Co
Maine
$75K – – –
CA
299
Clearstead Advisors
Ohio
$74K – – –
EWM
300
Endurance Wealth Management
Rhode Island
$71K – – –
10 11
12
13 14

IGV Hedge Fund Activity: Q3 2020 in Review

350 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2020, worth a combined $3.7B — up 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGV positions and 36 closed out — a net gain of 20 holders — while 126 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.4M. The largest seller was Howard Hughes Medical Institute, exiting entirely with an estimated $44.1M sold.

  • 350 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2020, up from 331 in Q2 2020.
  • Funds reported $3.7B of iShares Expanded Tech-Software Sector ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2020 and 36 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2020 was Morgan Stanley, an estimated $87.4M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2020 was Howard Hughes Medical Institute, an estimated $44.1M sold.

Based on aggregated 13F filings for Q3 2020.