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iShares Expanded Tech-Software Sector ETF
IGV

224 hedge funds and large institutions have $1.81B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 65

4% less capital invested

Capital invested by funds: $1.88B → $1.81B (-$68.4M)

3% less funds holding

Funds holding: 231 → 224 (-7)

6.51% less ownership

Funds ownership: 350.2% → 343.7% (-6.5%)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

44% less funds holding in top 10

Funds holding in top 10: 16 → 9 (-7)

71% less call options, than puts

Call options by funds: $101M | Put options by funds: $353M

Holders
224
Holders Change
-7
Holders Change %
-3.03%
% of All Funds
4.91%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.2%
New
34
Increased
76
Reduced
65
Closed
40
Calls
$101M
Puts
$353M
Net Calls
-$252M
Net Calls Change
-$153M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$74.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.7M
3
Morgan Stanley
Morgan Stanley
New York
+$46.1M
4
RIG
RiverFront Investment Group
Virginia
+$19.2M
5
RJA
Raymond James & Associates
Florida
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$95.4M
2
MIH
Meitav Investment House
Israel
-$27.1M
3
CI
Clal Insurance
Israel
-$23.5M
4
PWAG
Polaris Wealth Advisory Group
California
-$12.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MinichMacGregor Wealth Management
New York
$5M -$2.22M -50,730 -30%
SCP
52
Syntal Capital Partners
Texas
$4.84M – – –
MM
53
Main Management
California
$4.38M – – –
SCP
54
Silverleafe Capital Partners
Tennessee
$3.85M -$3.77M -86,120 -49%
SPC
55
Sigma Planning Corp
Michigan
$3.75M -$49.9K -1,140 -1%
DADC
56
D.A. Davidson & Co
Montana
$3.73M +$855K +19,555 +29%
SB
57
Suntrust Banks
Georgia
$3.69M -$3.19M -72,860 -46%
BAM
58
Bruderman Asset Management
New York
$3.48M -$1.17M -26,705 -25%
MAP
59
Milestone Advisory Partners
North Carolina
$3.48M +$543K +12,415 +18%
SI
60
Stephens Inc
Arkansas
$3.45M +$452K +10,335 +15%
WWM
61
Western Wealth Management
Colorado
$3.31M +$163K +3,720 +5%
LBC
62
Lowe Brockenbrough & Co
Virginia
$3.3M +$30.6K +700 +0.9%
B
63
Barings
North Carolina
$3.22M +$3.32M +75,885 New
HighTower Advisors
64
HighTower Advisors
Illinois
$3.15M +$91.7K +2,095 +3%
Citigroup
65
Citigroup
New York
$3M +$322K +7,365 +12%
PIM
66
Parker Investment Management
California
$2.98M +$77K +1,760 +3%
Marshall Wace
67
Marshall Wace
United Kingdom
$2.84M +$2.67M +61,140 +1,024%
MC
68
Mathes Company
New York
$2.81M +$142K +3,250 +5%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$2.78M +$175K +4,010 +7%
PF
70
Phoenix Financial
Israel
$2.55M +$2.79M +63,700 New
ASN
71
Advisory Services Network
Georgia
$2.51M – – –
NL
72
NWAM LLC
Washington
$2.43M -$59.7K -1,365 -2%
CG
73
Cutler Group
California
$2.35M +$1.38M +31,475 +131%
Lido Advisors
74
Lido Advisors
California
$2.27M +$55.6K +1,270 +2%
NA
75
NewEdge Advisors
Louisiana
$2.24M +$11.6K +265 +0.5%
1 2
3
4 5

IGV Hedge Fund Activity: Q3 2019 in Review

224 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2019, worth a combined $1.81B — down 3.6% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IGV and 34 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 76 added.

The largest buyer was Goldman Sachs, adding an estimated $74.7M. The largest seller was Bank of America, cutting an estimated $95.4M.

  • 224 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2019, down from 231 in Q2 2019.
  • Funds reported $1.81B of iShares Expanded Tech-Software Sector ETF stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 34 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2019 and 40 closed out, a net change of -6 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2019 was Goldman Sachs, an estimated $74.7M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2019 was Bank of America, an estimated $95.4M sold.

Based on aggregated 13F filings for Q3 2019.