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iShares Expanded Tech-Software Sector ETF
IGV

137 hedge funds and large institutions have $827M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

332% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.99M

75.22% more ownership

Funds ownership: 296.33% → 371.56% (+75%)

26% more capital invested

Capital invested by funds: $659M → $827M (+$168M)

21% more funds holding

Funds holding: 113 → 137 (+24)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
137
Holders Change
+24
Holders Change %
+21.24%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
31
Increased
38
Reduced
37
Closed
7
Calls
$17.2M
Puts
$3.99M
Net Calls
+$13.2M
Net Calls Change
+$34.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$44.1M
2
JCM
Janney Capital Management
Pennsylvania
+$30.6M
3
Bank of America
Bank of America
North Carolina
+$5.96M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.9M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$11.8M
2
TH
Timber Hill
Connecticut
-$11.3M
3
SG Americas Securities
SG Americas Securities
New York
-$7.14M
4
MM
Main Management
California
-$6.48M
5
TSS
Two Sigma Securities
New York
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MinichMacGregor Wealth Management
New York
$5.18M -$251K -8,140 -5%
FIG
27
FundX Investment Group
California
$4.66M -$39.4K -1,280 -0.8%
TSS
28
Two Sigma Securities
New York
$4.08M -$2.95M -95,615 -42%
TRCT
29
Tower Research Capital (TRC)
New York
$3.91M +$3.9M +126,470 New
CS
30
Credit Suisse
Switzerland
$3.86M +$2.54M +82,295 +194%
Ameriprise
31
Ameriprise
Minnesota
$3.78M +$71K +2,305 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.36M +$1.25M +40,630 +60%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.28M +$2.43M +78,825 +289%
SB
34
Suntrust Banks
Georgia
$3.27M +$107K +3,460 +3%
NSLI
35
Nan Shan Life Insurance
Taiwan
$3.03M +$3.02M +98,000 New
MAP
36
Milestone Advisory Partners
North Carolina
$2.87M +$2.86M +92,745 New
SI
37
Stephens Inc
Arkansas
$2.76M -$52.1K -1,690 -2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.7M +$431K +13,990 +19%
BCSB
39
Bristol County Savings Bank
Massachusetts
$2.62M -$1.32M -42,790 -34%
OC
40
Oppenheimer & Co
New York
$2.36M +$62.8K +2,040 +3%
AG
41
Advisor Group
Arizona
$2.25M +$583K +18,930 +35%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.16M +$699K +22,700 +48%
HCM
43
Harvest Capital Management
New Hampshire
$2.11M -$112K -3,625 -5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.87M -$363K -11,800 -16%
Stifel Financial
45
Stifel Financial
Missouri
$1.84M +$180K +5,855 +11%
MC
46
Mathes Company
New York
$1.82M +$92.4K +3,000 +5%
Jane Street
47
Jane Street
New York
$1.77M +$1.76M +57,220 New
HighTower Advisors
48
HighTower Advisors
Illinois
$1.72M -$173K -5,605 -9%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$1.65M +$927K +30,080 +130%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.62M +$44K +1,430 +3%
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IGV Hedge Fund Activity: Q4 2017 in Review

137 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2017, worth a combined $827M — up 26% from $659M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGV positions and 7 closed out — a net gain of 24 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.1M. The largest seller was Goldman Sachs, cutting an estimated $11.8M.

  • 137 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $827M of iShares Expanded Tech-Software Sector ETF stock for Q4 2017, up 26% quarter-over-quarter.
  • 31 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2017 and 7 closed out, a net change of +24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2017 was Morgan Stanley, an estimated $44.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2017 was Goldman Sachs, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.