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iShares Expanded Tech-Software Sector ETF
IGV

192 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech-Software Sector ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $1.33B → $1.48B (+$147M)

9% more funds holding

Funds holding: 176 → 192 (+16)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

38% less call options, than puts

Call options by funds: $71.4M | Put options by funds: $115M

39.29% less ownership

Funds ownership: 370.7% → 331.42% (-39%)

Holders
192
Holders Change
+16
Holders Change %
+9.09%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
77
Reduced
50
Closed
13
Calls
$71.4M
Puts
$115M
Net Calls
-$44M
Net Calls Change
-$74.7M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$96.3M
2
Citigroup
Citigroup
New York
+$49.1M
3
PWAG
Polaris Wealth Advisory Group
California
+$13.9M
4
HCM
Howard Capital Management
Georgia
+$12.9M
5
TRCT
Tower Research Capital (TRC)
New York
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$129M
2
Morgan Stanley
Morgan Stanley
New York
-$51.6M
3
SCM
Sandler Capital Management
New York
-$24.1M
4
SG Americas Securities
SG Americas Securities
New York
-$17.5M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MinichMacGregor Wealth Management
New York
$4.74M +$321K +8,215 +8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$4.38M -$5.2M -132,880 -55%
OC
53
Oppenheimer & Co
New York
$4.12M +$685K +17,510 +21%
CS
54
Credit Suisse
Switzerland
$4.08M -$987K -25,220 -20%
SI
55
Stephens Inc
Arkansas
$3.82M +$19.2K +490 +0.5%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M -$102K -2,605 -3%
MAP
57
Milestone Advisory Partners
North Carolina
$3.59M -$2.54K -65 -0.1%
DG
58
Delek Group
Israel
$3.44M -$882K -22,535 -21%
NSLI
59
Nan Shan Life Insurance
Taiwan
$3.42M -$8.05M -205,690 -71%
HCM
60
Harvest Capital Management
New Hampshire
$2.71M -$10.8K -275 -0.4%
SWM
61
Segment Wealth Management
Texas
$2.7M +$2.58M +65,805 New
HighTower Advisors
62
HighTower Advisors
Illinois
$2.67M +$79.4K +2,030 +3%
Nomura Asset Management
63
Nomura Asset Management
Japan
$2.67M -$1.9M -48,500 -43%
DADC
64
D.A. Davidson & Co
Montana
$2.6M +$305K +7,790 +14%
MC
65
Mathes Company
New York
$2.58M – – –
PCM
66
Penserra Capital Management
California
$2.48M -$2.83M -72,430 -55%
CCMG
67
Clark Capital Management Group
Pennsylvania
$2.42M +$1.22M +31,165 +112%
NL
68
NWAM LLC
Washington
$2.34M +$10.6K +270 +0.5%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$2.15M -$349K -8,925 -15%
Jane Street
70
Jane Street
New York
$2.13M +$1.6M +40,775 +365%
TNAM
71
Terra Nova Asset Management
New York
$1.87M +$1.79M +45,630 New
ASN
72
Advisory Services Network
Georgia
$1.78M +$322K +8,220 +23%
AIC
73
Ayalon Insurance Company
Israel
$1.73M +$1.68M +42,850 New
SC
74
Sovarnum Capital
New York
$1.64M -$489K -12,500 -24%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.64M +$411K +10,500 +36%
1 2
3
4 5

IGV Hedge Fund Activity: Q3 2018 in Review

192 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2018, worth a combined $1.48B — up 11% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGV positions and 13 closed out — a net gain of 17 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $96.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $129M sold.

  • 192 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2018, up from 176 in Q2 2018.
  • Funds reported $1.48B of iShares Expanded Tech-Software Sector ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 30 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2018 was Goldman Sachs, an estimated $96.3M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2018 was Bank of Nova Scotia, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2018.