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iShares Expanded Tech-Software Sector ETF
IGV

107 hedge funds and large institutions have $653M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

7% more funds holding

Funds holding: 100 → 107 (+7)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

29% less capital invested

Capital invested by funds: $926M → $653M (-$273M)

61% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $176M

253.44% less ownership

Funds ownership: 567.72% → 314.28% (-253%)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
18
Increased
35
Reduced
31
Closed
11
Calls
$68.6M
Puts
$176M
Net Calls
-$107M
Net Calls Change
-$111M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$18.3M
2
TRCT
Tower Research Capital (TRC)
New York
+$7.16M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.11M
4
FIG
FundX Investment Group
California
+$4.15M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$224M
2
Citigroup
Citigroup
New York
-$87.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$50.8M
4
CS
Credit Suisse
Switzerland
-$4.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$2.73M -$4.4M -164,320 -62%
SI
27
Stephens Inc
Arkansas
$2.66M -$92.4K -3,455 -3%
SB
28
Suntrust Banks
Georgia
$2.65M +$6.55K +245 +0.3%
VKH
29
Virtu KCG Holdings
New York
$2.38M +$2.32M +86,825 New
EWA
30
EP Wealth Advisors
California
$2.18M +$2.14M +79,805 New
UCFA
31
United Capital Financial Advisors
Texas
$2.09M -$203K -7,580 -9%
HCM
32
Harvest Capital Management
New Hampshire
$2.09M – – –
EA
33
Edge Advisors
Georgia
$2.08M -$415K -15,500 -17%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.07M -$4.05M -151,535 -67%
OC
35
Oppenheimer & Co
New York
$2.05M +$69.2K +2,585 +4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.02M +$37.6K +1,405 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.96M -$292K -10,905 -13%
Stifel Financial
38
Stifel Financial
Missouri
$1.68M +$140K +5,235 +9%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.54M +$439K +16,425 +41%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.43M +$1.4M +52,260 New
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4M +$1.37M +51,180 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.38M -$47.1K -1,760 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.35M +$1.32M +49,280 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1.27M +$11.6K +435 +0.9%
FTS
45
Fifth Third Securities
Ohio
$1.26M +$215K +8,040 +21%
CG
46
Cutler Group
California
$1.09M +$1.07M +39,945 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.04M -$9.9K -370 -1%
CPC
48
Cookson Peirce & Co
Pennsylvania
$981K -$144K -5,400 -13%
MC
49
Mathes Company
New York
$971K +$950K +35,500 New
ACM
50
Aviance Capital Management
Florida
$968K -$975K -36,450 -51%
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IGV Hedge Fund Activity: Q2 2017 in Review

107 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2017, worth a combined $653M — down 29% from $926M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGV positions and 11 closed out — a net gain of 7 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $18.3M. The largest seller was Morgan Stanley, cutting an estimated $224M.

  • 107 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2017, up from 100 in Q1 2017.
  • Funds reported $653M of iShares Expanded Tech-Software Sector ETF stock for Q2 2017, down 29% quarter-over-quarter.
  • 18 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2017 and 11 closed out, a net change of +7 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2017 was Goldman Sachs, an estimated $18.3M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2017 was Morgan Stanley, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2017.