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iShares Expanded Tech-Software Sector ETF
IGV

113 hedge funds and large institutions have $659M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

6% more funds holding

Funds holding: 107 → 113 (+6)

1% more capital invested

Capital invested by funds: $653M → $659M (+$5.36M)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

17.95% less ownership

Funds ownership: 314.28% → 296.33% (-18%)

62% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $34.3M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
21
Increased
31
Reduced
36
Closed
13
Calls
$12.9M
Puts
$34.3M
Net Calls
-$21.4M
Net Calls Change
+$86M

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$22.1M
2
NCM
Niemann Capital Management
Nevada
+$13.6M
3
TH
Timber Hill
Connecticut
+$11.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
5
UCFA
United Capital Financial Advisors
Texas
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$45.1M
2
Goldman Sachs
Goldman Sachs
New York
-$35.7M
3
MM
Main Management
California
-$9.07M
4
TRCT
Tower Research Capital (TRC)
New York
-$8.66M
5
Citigroup
Citigroup
New York
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$820K +$804K +28,065 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$799K -$1.39M -48,440 -64%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$729K -$31.1K -1,085 -4%
SCA
54
Snowden Capital Advisors
New York
$701K +$19.3K +675 +3%
PAG
55
Private Advisor Group
New Jersey
$684K +$182K +6,350 +38%
FTS
56
Fifth Third Securities
Ohio
$682K -$648K -22,635 -49%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$678K -$668K -23,320 -50%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$651K +$81.3K +2,840 +15%
WP
59
WMS Partners
Maryland
$648K – – –
GFPC
60
Global Financial Private Capital
Florida
$643K +$630K +21,990 New
HSBC Holdings
61
HSBC Holdings
United Kingdom
$578K – – –
MC
62
Moors & Cabot
Massachusetts
$562K – – –
KSA
63
Ken Stern & Associates
California
$550K -$10K -350 -2%
FTUS
64
Flow Traders U.S.
New York
$549K +$538K +18,775 New
WDL
65
Well Done LLC
Michigan
$519K -$7.16K -250 -1%
MCM
66
Murphy Capital Management
New Jersey
$449K -$21.5K -750 -5%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$445K -$22.2K -775 -5%
Lido Advisors
68
Lido Advisors
California
$439K +$95.3K +3,330 +31%
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$395K – – –
CS
70
Cannell & Spears
New York
$388K – – –
DC
71
Davenport & Co
Virginia
$361K – – –
DWA
72
Dorsey Wright & Associates
California
$353K +$286 +10 +0.1%
WA
73
WBH Advisory
Maryland
$352K – – –
BFS
74
Bradley Foster & Sargent
Connecticut
$351K +$344K +12,000 New
AWM
75
AE Wealth Management
Kansas
$343K -$149K -5,195 -31%
1 2
3
4 5

IGV Hedge Fund Activity: Q3 2017 in Review

113 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2017, worth a combined $659M — up 0.82% from $653M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGV positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $45.1M.

  • 113 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $659M of iShares Expanded Tech-Software Sector ETF stock for Q3 2017, up 0.82% quarter-over-quarter.
  • 21 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2017 and 13 closed out, a net change of +8 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2017 was Bank of Nova Scotia, an estimated $22.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2017 was Morgan Stanley, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2017.