iShares Expanded Tech-Software Sector ETF
80 hedge funds and large institutions have $665M invested in iShares Expanded Tech-Software Sector ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
13.71% more ownership
Funds ownership: 262.1% → 275.81% (+14%)
1% more funds holding
Funds holding: 79 → 80 (+1)
3% more capital invested
Capital invested by funds: $644M → $665M (+$20.7M)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$25.1M |
| 2 |
Citigroup
New York
|
+$18.9M |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$15.9M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$13.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$67.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$7.87M |
| 4 |
Morgan Stanley
New York
|
-$3.59M |
| 5 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$1.76M |
IGV Hedge Fund Activity: Q1 2015 in Review
80 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2015, worth a combined $665M — up 3.2% from $644M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IGV positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was Janney Capital Management, adding an estimated $25.1M. The largest seller was Bank of Nova Scotia, cutting an estimated $67.2M.
- 80 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2015, up from 79 in Q4 2014.
- Funds reported $665M of iShares Expanded Tech-Software Sector ETF stock for Q1 2015, up 3.2% quarter-over-quarter.
- 12 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2015 and 10 closed out, a net change of +2 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2015 was Janney Capital Management, an estimated $25.1M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2015 was Bank of Nova Scotia, an estimated $67.2M sold.
Based on aggregated 13F filings for Q1 2015.