We are live on ! Find out more
IGV icon

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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.6M +$307K +9,980 +24%
TH
52
Timber Hill
Connecticut
$1.56M -$11.3M -366,840 -88%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.45M -$80.2K -2,605 -5%
EWA
54
EP Wealth Advisors
California
$1.42M -$335K -10,890 -19%
DADC
55
D.A. Davidson & Co
Montana
$1.3M +$1.3M +42,075 New
DG
56
Delek Group
Israel
$1.28M +$1.28M +41,445 New
VC
57
Vicus Capital
Pennsylvania
$1.2M -$103K -3,335 -8%
ACM
58
Avalon Capital Management
California
$1.19M +$1.18M +38,330 New
CPC
59
Cookson Peirce & Co
Pennsylvania
$985K -$27.7K -900 -3%
Simplex Trading
60
Simplex Trading
Illinois
$867K – – –
FTUS
61
Flow Traders U.S.
New York
$860K +$278K +9,035 +48%
GFPC
62
Global Financial Private Capital
Florida
$810K +$130K +4,205 +19%
CG
63
Cutler Group
California
$772K -$517K -16,775 -40%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$742K -$29.1K -945 -4%
Wolverine Trading
65
Wolverine Trading
Illinois
$705K +$703K +22,820 New
WP
66
WMS Partners
Maryland
$685K – – –
SCA
67
Snowden Capital Advisors
New York
$674K -$67.2K -2,180 -9%
US Bancorp
68
US Bancorp
Minnesota
$651K +$606K +19,675 +1,431%
VFA
69
Voya Financial Advisors
Connecticut
$622K +$291K +9,455 +89%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$611K – – –
SG Americas Securities
71
SG Americas Securities
New York
$583K -$7.14M -231,715 -92%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$581K -$106K -3,450 -16%
KSA
73
Ken Stern & Associates
California
$575K -$4.47K -145 -0.8%
AP
74
Advisor Partners
California
$565K +$193K +6,260 +59%
ASN
75
Advisory Services Network
Georgia
$562K +$560K +18,170 New
1 2
3
4 5

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.