iShares Expanded Tech-Software Sector ETF
63 hedge funds and large institutions have $326M invested in iShares Expanded Tech-Software Sector ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
11% more funds holding
Funds holding: 57 → 63 (+6)
7% more capital invested
Capital invested by funds: $303M → $326M (+$22.5M)
18.8% less ownership
Funds ownership: 146.18% → 127.38% (-19%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$10.4M |
| 2 |
Citigroup
New York
|
+$4.19M |
| 3 |
LNB
Ledyard National Bank
|
+$2.81M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.14M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.52M |
| 2 |
Morgan Stanley
New York
|
-$3.41M |
| 3 |
MM
Main Management
San Francisco,
California
|
-$2.21M |
| 4 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$1.91M |
| 5 |
SG Americas Securities
New York
|
-$1.05M |
IGV Hedge Fund Activity: Q1 2014 in Review
63 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2014, worth a combined $326M — up 7.4% from $303M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IGV positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $10.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.52M sold.
- 63 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2014, up from 57 in Q4 2013.
- Funds reported $326M of iShares Expanded Tech-Software Sector ETF stock for Q1 2014, up 7.4% quarter-over-quarter.
- 12 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2014 and 6 closed out, a net change of +6 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2014 was JP Morgan Chase, an estimated $10.4M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2014 was Susquehanna International Group, an estimated $3.52M sold.
Based on aggregated 13F filings for Q1 2014.