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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

79 hedge funds and large institutions have $644M invested in iShares Expanded Tech-Software Sector ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
27
Reduced
23
Closed
11
Calls
$780K
Puts
$668K
Net Calls
+$112K
Net Calls Change
+$25K

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
2
PWAG
Polaris Wealth Advisory Group
California
+$12.8M
3
Citigroup
Citigroup
New York
+$9.27M
4
Morgan Stanley
Morgan Stanley
New York
+$6.13M
5
PAG
Pinnacle Advisory Group
Maryland
+$1.36M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$7.58M
2
SG Americas Securities
SG Americas Securities
New York
-$3.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.57M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.17M
5
BAAM
Baker Avenue Asset Management
California
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
26
PVG Asset Management
Colorado
$2.11M +$2.11M +113,580 New
X
27
Xponance
Pennsylvania
$1.94M – – –
VAM
28
Verity Asset Management
North Carolina
$1.7M +$1.27M +68,505 +297%
LPL Financial
29
LPL Financial
California
$1.7M -$93.3K -5,025 -5%
LNB
30
Ledyard National Bank
$1.58M -$82.6K -4,450 -5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.56M +$679K +36,580 +77%
CS
32
Cannell & Spears
New York
$1.47M +$149K +8,050 +11%
NYLIM
33
New York Life Investment Management
New York
$1.47M -$842K -45,355 -36%
PAG
34
Pinnacle Advisory Group
Maryland
$1.36M +$1.36M +73,185 New
TRCT
35
Tower Research Capital (TRC)
New York
$1.34M +$1.34M +72,370 New
Millennium Management
36
Millennium Management
New York
$1.06M +$793K +42,705 +292%
RJA
37
Raymond James & Associates
Florida
$999K +$999K +53,845 New
HSBC Holdings
38
HSBC Holdings
United Kingdom
$998K -$597K -32,000 -37%
SWM
39
Strategic Wealth Management
Washington
$784K -$40.1K -2,160 -5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$613K +$4.45K +240 +0.7%
SB
41
Suntrust Banks
Georgia
$606K +$47K +2,535 +8%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$598K -$156K -8,400 -21%
VKH
43
Virtu KCG Holdings
New York
$534K +$534K +28,770 New
CWM
44
Concert Wealth Management
California
$520K +$61.6K +3,300 +13%
Stifel Financial
45
Stifel Financial
Missouri
$424K +$19.3K +1,040 +5%
WP
46
WMS Partners
Maryland
$423K +$154K +8,320 +57%
IFS
47
Ifrah Financial Services
Arkansas
$409K -$25.9K -1,395 -6%
CIC
48
Carnegie Investment Counsel
Ohio
$344K +$20.3K +1,100 +6%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$311K +$34.3K +1,850 +12%
CCMH
50
Cornerstone Capital Management Holdings
New York
$307K -$411K -22,165 -57%
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