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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

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
Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.66%
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
1
Bank of Nova Scotia
Ontario, Canada
$40.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.2M
3
BTS
3
BB&T Securities
Virginia
$6.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.53M
5
RJA
5
Raymond James & Associates
Florida
$917K

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
BAAM
2
Baker Avenue Asset Management
California
$549K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.97M
4
CS
4
Credit Suisse
Switzerland
$2.88M
5
MM
5
Main Management
California
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$1.05M -$623K -37,965 -37%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.03M +$117K +7,140 +13%
RJA
28
Raymond James & Associates
Florida
$917K +$917K +55,840 New
SWM
29
Strategic Wealth Management
Washington
$877K +$10.3K +625 +1%
X
30
Xponance
Pennsylvania
$699K +$699K +42,000 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$668K +$240K +14,640 +56%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$634K +$26.8K +1,635 +4%
BAAM
33
Baker Avenue Asset Management
California
$549K -$4.42M -269,055 -89%
TFA
34
Transamerica Financial Advisors
Florida
$508K +$110K +6,705 +28%
CIM
35
Contravisory Investment Management
Massachusetts
$375K +$375K +22,825 New
B
36
Baird
Wisconsin
$285K -$139K -8,450 -33%
CWM
37
Concert Wealth Management
California
$240K +$240K +14,425 New
Bessemer Group
38
Bessemer Group
New Jersey
$227K – – –
SB
39
Suntrust Banks
Georgia
$213K +$213K +12,990 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$109K +$109K +6,615 New
TWM
41
Torch Wealth Management
Ohio
$82K +$82K +5,000 New
MAS
42
Madden Advisory Services
Florida
$62K -$3.29K -200 -5%
SFSIG
43
San Francisco Sentry Investment Group
California
$41K +$41K +2,500 New
AP
44
Advisors Preferred
Maryland
$41K +$41K +2,540 New
NES
45
New England Securities
New York
$37K – – –
Ameriprise
46
Ameriprise
Minnesota
$35K -$16.8K -1,020 -32%
Deutsche Bank
47
Deutsche Bank
Germany
$24K +$4.48K +280 +23%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12K -$37.2K -2,325 -76%
Barclays
49
Barclays
United Kingdom
$12K – – –
DSC
50
Duncker Streett & Co
Missouri
$12K – – –
1
2
3