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iShares Expanded Tech-Software Sector ETF
IGV

158 hedge funds and large institutions have $986M invested in iShares Expanded Tech-Software Sector ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $5.41M

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $827M → $986M (+$159M)

15% more funds holding

Funds holding: 137 → 158 (+21)

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

10.66% less ownership

Funds ownership: 371.56% → 360.9% (-11%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
3.62%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
33
Increased
49
Reduced
44
Closed
10
Calls
$29.3M
Puts
$5.41M
Net Calls
+$23.9M
Net Calls Change
+$10.6M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$17.7M
3
Bank of America
Bank of America
North Carolina
+$11M
4
VF
Virtu Financial
New York
+$8.62M
5
Goldman Sachs
Goldman Sachs
New York
+$8.49M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.6M
3
Citigroup
Citigroup
New York
-$8.46M
4
MIH
Meitav Investment House
Israel
-$6.31M
5
TSS
Two Sigma Securities
New York
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$7.81M -$271K -8,000 -3%
Jane Street
27
Jane Street
New York
$7.32M +$5.36M +158,315 +277%
LPL Financial
28
LPL Financial
California
$7.18M -$798K -23,600 -10%
MMEA
29
Main Management ETF Advisors
California
$7.09M +$1.15M +34,000 +19%
PS
30
Portfolio Strategies
New York
$6.63M -$18.4K -545 -0.3%
RAM
31
Riggs Asset Management
Pennsylvania
$6.39M +$6.37M +188,305 New
FIG
32
FundX Investment Group
California
$5.03M -$84.7K -2,505 -2%
Ameriprise
33
Ameriprise
Minnesota
$4.92M +$768K +22,690 +19%
Lazard Asset Management
34
Lazard Asset Management
New York
$4.78M +$4.76M +140,800 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$4.71M +$1.75M +51,620 +59%
BGDI
36
BW Gestao de Investimentos
Brazil
$4.41M +$4.4M +130,000 New
Citadel Advisors
37
Citadel Advisors
Florida
$4.2M +$3.94M +116,535 +1,611%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.19M -$10.6M -314,150 -72%
SB
39
Suntrust Banks
Georgia
$4.08M +$495K +14,635 +14%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$4.06M +$460K +13,605 +13%
MML Investors Services
41
MML Investors Services
Massachusetts
$3.77M +$87.3K +2,580 +2%
QAM
42
Q3 Asset Management
Michigan
$3.63M +$3.62M +106,870 New
MWM
43
MinichMacGregor Wealth Management
New York
$3.57M -$2.11M -62,415 -37%
TRCT
44
Tower Research Capital (TRC)
New York
$3.55M -$739K -21,855 -17%
Stifel Financial
45
Stifel Financial
Missouri
$3.34M +$1.3M +38,300 +64%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.19M +$1.14M +33,575 +55%
SI
47
Stephens Inc
Arkansas
$3.17M +$139K +4,115 +5%
BCM
48
Barometer Capital Management
Ontario, Canada
$3.06M +$3.04M +90,000 New
MAP
49
Milestone Advisory Partners
North Carolina
$3.05M -$98.4K -2,910 -3%
OC
50
Oppenheimer & Co
New York
$2.61M +$20.6K +610 +0.8%
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IGV Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2018, worth a combined $986M — up 19% from $827M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGV positions and 10 closed out — a net gain of 23 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $20.8M.

  • 158 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2018, up from 137 in Q4 2017.
  • Funds reported $986M of iShares Expanded Tech-Software Sector ETF stock for Q1 2018, up 19% quarter-over-quarter.
  • 33 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2018 and 10 closed out, a net change of +23 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2018 was Bank of Montreal, an estimated $21.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2018 was Morgan Stanley, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2018.