We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

57 hedge funds and large institutions have $303M invested in iShares Expanded Tech-Software Sector ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more capital invested

Capital invested by funds: $269M → $303M (+$34.5M)

6% more funds holding

Funds holding: 54 → 57 (+3)

10.85% less ownership

Funds ownership: 157.03% → 146.18% (-11%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
9
Increased
18
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$24.6M
2
Morgan Stanley
Morgan Stanley
New York
+$7.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.41M
4
RJA
Raymond James & Associates
Florida
+$869K
5
PAG
Pinnacle Advisory Group
Maryland
+$477K

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$13.2M
2
BAAM
Baker Avenue Asset Management
California
-$4.18M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
4
CS
Credit Suisse
Switzerland
-$1.02M
5
MM
Main Management
California
-$896K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.05M -$591K -37,965 -37%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.03M +$111K +7,140 +13%
RJA
28
Raymond James & Associates
Florida
$917K +$869K +55,840 New
SWM
29
Strategic Wealth Management
Washington
$877K +$9.72K +625 +1%
X
30
Xponance
Pennsylvania
$699K +$653K +42,000 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$668K +$228K +14,640 +56%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$634K +$25.4K +1,635 +4%
BAAM
33
Baker Avenue Asset Management
California
$549K -$4.18M -269,055 -89%
TFA
34
Transamerica Financial Advisors
Florida
$508K +$104K +6,705 +28%
CIM
35
Contravisory Investment Management
Massachusetts
$375K +$355K +22,825 New
B
36
Baird
Wisconsin
$285K -$131K -8,450 -33%
CWM
37
Concert Wealth Management
California
$240K +$224K +14,425 New
Bessemer Group
38
Bessemer Group
New Jersey
$227K – – –
SB
39
Suntrust Banks
Georgia
$213K +$202K +12,990 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$109K +$103K +6,615 New
TWM
41
Torch Wealth Management
Ohio
$82K +$77.8K +5,000 New
MAS
42
Madden Advisory Services
Florida
$62K -$3.11K -200 -5%
SFSIG
43
San Francisco Sentry Investment Group
California
$41K +$38.9K +2,500 New
AP
44
Advisors Preferred
Maryland
$41K +$39.5K +2,540 New
NES
45
New England Securities
New York
$37K – – –
Ameriprise
46
Ameriprise
Minnesota
$35K -$15.9K -1,020 -32%
Deutsche Bank
47
Deutsche Bank
Germany
$24K +$4.36K +280 +23%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12K -$36.2K -2,325 -76%
Barclays
49
Barclays
United Kingdom
$12K – – –
DSC
50
Duncker Streett & Co
Missouri
$12K – – –
1
2
3

IGV Hedge Fund Activity: Q4 2013 in Review

57 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2013, worth a combined $303M — up 13% from $269M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGV positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $24.6M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $13.2M sold.

  • 57 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2013, up from 54 in Q3 2013.
  • Funds reported $303M of iShares Expanded Tech-Software Sector ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 9 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2013 and 5 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $24.6M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2013 was Clark Capital Management Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2013.