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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
First Manhattan
301
First Manhattan
New York
$70K +$67.6K +1,125 New
SBL
302
Sargent Bickham Lagudis
Colorado
$68K – – –
TFS
303
TrustCore Financial Services
Tennessee
$62K – – –
JSC
304
Jackson Square Capital
California
$61K -$12.6K -210 -18%
RWA
305
Ropes Wealth Advisors
Massachusetts
$54K – – –
AA
306
Ancora Advisors
Ohio
$52K +$50.5K +840 New
DAM
307
Delta Asset Management
Tennessee
$47K – – –
DSC
308
Duncker Streett & Co
Missouri
$47K – – –
IRC
309
Investors Research Corp
Georgia
$42K – – –
PCIA
310
Prime Capital Investment Advisors
Kansas
$42K – – –
AF
311
Advisornet Financial
Minnesota
$40K – – –
CTC
312
Central Trust Company
Missouri
$40K – – –
CFN
313
Cordasco Financial Network
Florida
$40K +$39K +650 New
AP
314
Advisors Preferred
Maryland
$37K -$68.5K -1,140 -66%
CFGS
315
Concourse Financial Group Securities
Alabama
$35K +$33.3K +555 New
AWA
316
Arkadios Wealth Advisors
Georgia
$34.4K – – –
AIM
317
Axiom Investment Management
New York
$33K -$30K -500 -49%
FFA
318
Founders Financial Alliance
North Carolina
$32K +$30.6K +510 New
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$31K +$30K +500 New
GI
320
Gradient Investments
Minnesota
$30K +$28.8K +480 New
FHA
321
Flagship Harbor Advisors
Massachusetts
$29K – – –
EWM
322
Elmwood Wealth Management
California
$28K – – –
EIP
323
Ellis Investment Partners
Pennsylvania
$26K +$25.2K +420 New
CAL
324
Capital Analysts LLC
Pennsylvania
$24K – – –
AF
325
Allworth Financial
California
$23K – – –
11 12
13
14 15

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.