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iShares Expanded Tech-Software Sector ETF
IGV

331 hedge funds and large institutions have $3.22B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 118 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 24

62% more capital invested

Capital invested by funds: $1.99B → $3.22B (+$1.23B)

51% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 78

22% more funds holding

Funds holding: 271 → 331 (+60)

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

9.08% more ownership

Funds ownership: 322.15% → 331.23% (+9.1%)

33% less call options, than puts

Call options by funds: $658M | Put options by funds: $976M

Holders
331
Holders Change
+60
Holders Change %
+22.14%
% of All Funds
6.79%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.45%
New
87
Increased
118
Reduced
78
Closed
24
Calls
$658M
Puts
$976M
Net Calls
-$319M
Net Calls Change
+$267M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$243M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$138M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$63M
4
JP Morgan Chase
JP Morgan Chase
New York
+$62.8M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$77.2M
2
Wells Fargo
Wells Fargo
California
-$27.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.5M
4
Goldman Sachs
Goldman Sachs
New York
-$24.3M
5
TH
Timber Hill
Connecticut
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
326
Retirement Group
California
$4K +$3.26K +65 New
CAAS
327
Capital Asset Advisory Services
Michigan
$3K +$3.01K +60 New
LWANC
328
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
TFA
329
Transamerica Financial Advisors
Florida
$1K +$251 +5 New
THWM
330
Taylor Hoffman Wealth Management
Virginia
$1K +$1.25K +25 New
JG
331
Jefferies Group
New York
$143 +$126K +2,515 New
TH
332
Timber Hill
Connecticut
– -$23.3M -500,000 Closed
SG Americas Securities
333
SG Americas Securities
New York
– -$10.5M -250,000 Closed
ACM
334
Arlington Capital Management
Illinois
– -$10M -238,915 Closed
EE
335
EWG Elevate
California
– -$3.51M -83,495 Closed
CAG
336
Crestwood Advisors Group
Massachusetts
– -$1.52M -36,225 Closed
BAAM
337
Baker Avenue Asset Management
California
– -$1.02M -24,290 Closed
MA
338
MYDA Advisors
New York
– -$526K -12,500 Closed
TSS
339
Two Sigma Securities
New York
– -$495K -11,775 Closed
BAM
340
Bruderman Asset Management
New York
– -$402K -10,035 Closed
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
– -$389K -9,250 Closed
MBT
342
Montecito Bank & Trust
California
– -$371K -8,825 Closed
PAS
343
Partnervest Advisory Services
California
– -$338K -8,025 Closed
JGC
344
J. Goldman & Co
New York
– -$292K -6,940 Closed
SFA
345
Sequoia Financial Advisors
Ohio
– -$246K -5,850 Closed
CIBC World Market
346
CIBC World Market
Ontario, Canada
– -$243K -5,780 Closed
AIC
347
Ameritas Investment Company
Nebraska
– -$182K -4,605 Closed
Parallax Volatility Advisers
348
Parallax Volatility Advisers
California
– -$184K -4,370 Closed
DWM
349
Darwin Wealth Management
Florida
– -$37K -890 Closed
BWM
350
BerganKDV Wealth Management
Minnesota
– -$37K -875 Closed
11 12 13
14
15

IGV Hedge Fund Activity: Q2 2020 in Review

331 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2020, worth a combined $3.22B — up 62% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IGV positions and 24 closed out — a net gain of 63 holders — while 118 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $77.2M.

  • 331 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2020, up from 271 in Q1 2020.
  • Funds reported $3.22B of iShares Expanded Tech-Software Sector ETF stock for Q2 2020, up 62% quarter-over-quarter.
  • 87 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2020 and 24 closed out, a net change of +63 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2020 was Bank of America, an estimated $243M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2020 was Morgan Stanley, an estimated $77.2M sold.

Based on aggregated 13F filings for Q2 2020.