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iShares Expanded Tech-Software Sector ETF
IGV

231 hedge funds and large institutions have $1.88B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

13.81% more ownership

Funds ownership: 336.39% → 350.2% (+14%)

12% more funds holding

Funds holding: 207 → 231 (+24)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

2% more capital invested

Capital invested by funds: $1.84B → $1.88B (+$39M)

52% less call options, than puts

Call options by funds: $92.1M | Put options by funds: $191M

Holders
231
Holders Change
+24
Holders Change %
+11.59%
% of All Funds
5.02%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
53
Increased
71
Reduced
65
Closed
24
Calls
$92.1M
Puts
$191M
Net Calls
-$99.2M
Net Calls Change
-$9.15M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$127M
2
Morgan Stanley
Morgan Stanley
New York
+$62.4M
3
Goldman Sachs
Goldman Sachs
New York
+$61M
4
ACM
Arlington Capital Management
Illinois
+$17.3M
5
TH
Timber Hill
Connecticut
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$111M
3
CI
Clal Insurance
Israel
-$28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$15.9M
5
PWAG
Polaris Wealth Advisory Group
California
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$5.63M +$351K +8,185 +7%
SC
52
Scotia Capital
Ontario, Canada
$5.62M +$4.12M +96,160 +298%
BCM
53
Beck Capital Management
Texas
$5.34M -$11.6K -270 -0.2%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.32M +$775K +18,085 +17%
SCP
55
Syntal Capital Partners
Texas
$4.99M +$4.89M +114,185 New
KCM
56
Karp Capital Management
California
$4.91M +$548K +12,785 +13%
Lazard Asset Management
57
Lazard Asset Management
New York
$4.64M – – –
BAM
58
Bruderman Asset Management
New York
$4.62M -$517K -12,075 -10%
MM
59
Main Management
California
$4.52M – – –
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$4.26M +$1.77M +41,190 +73%
HCM
61
Harvest Capital Management
New Hampshire
$4.04M +$1.1M +25,750 +39%
SPC
62
Sigma Planning Corp
Michigan
$3.92M +$2.73M +63,685 +245%
FF
63
Friedenthal Financial
New Jersey
$3.73M -$109K -2,550 -3%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$3.68M +$3.61M +84,185 New
BCM
65
Barometer Capital Management
Ontario, Canada
$3.54M +$150K +3,500 +5%
LBC
66
Lowe Brockenbrough & Co
Virginia
$3.37M +$119K +2,775 +4%
WWM
67
Western Wealth Management
Colorado
$3.25M -$15.4K -360 -0.5%
AG
68
Advisor Group
Arizona
$3.2M -$2.33M -54,465 -43%
HighTower Advisors
69
HighTower Advisors
Illinois
$3.16M -$882K -20,570 -22%
SI
70
Stephens Inc
Arkansas
$3.11M -$33.9K -790 -1%
WA
71
WESPAC Advisors
California
$3.05M +$484K +11,295 +19%
MAP
72
Milestone Advisory Partners
North Carolina
$3.04M +$31.3K +730 +1%
DADC
73
D.A. Davidson & Co
Montana
$2.99M +$124K +2,890 +4%
PIM
74
Parker Investment Management
California
$2.99M +$2.93M +68,470 New
ECM
75
ExodusPoint Capital Management
New York
$2.97M +$2.91M +67,960 New
1 2
3
4 5

IGV Hedge Fund Activity: Q2 2019 in Review

231 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2019, worth a combined $1.88B — up 2.1% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 24 closed out — a net gain of 29 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was Bank of Montreal, cutting an estimated $112M.

  • 231 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2019, up from 207 in Q1 2019.
  • Funds reported $1.88B of iShares Expanded Tech-Software Sector ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2019 and 24 closed out, a net change of +29 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2019 was Bank of America, an estimated $127M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2019 was Bank of Montreal, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2019.