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iShares Expanded Tech-Software Sector ETF

260 hedge funds and large institutions have $2.29B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

62.29% more ownership

Funds ownership: 343.7%405.99% (+62%)

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $1.81B → $2.29B (+$482M)

16% more funds holding

Funds holding: 224260 (+36)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $135M | Put options by funds: $676M

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
72
Increased
70
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Karp Capital Management
California
$5.54M +$36.6K +825 +0.7%
BCM
52
Beck Capital Management
Texas
$5.53M -$97.8K -2,205 -2%
CI
53
Cavalier Investments
Georgia
$5.23M +$4.98M +112,225 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$4.89M -$1.73M -39,025 -18%
MM
55
Main Management
California
$4.82M
TRCT
56
Tower Research Capital (TRC)
New York
$4.55M +$3.5M +78,900 +423%
DADC
57
D.A. Davidson & Co
Montana
$4.4M +$278K +6,265 +7%
CG
58
Colony Group
Massachusetts
$4.2M +$4M +90,115 New
VC
59
Vestor Capital
Illinois
$4.12M +$3.92M +88,365 New
MAP
60
Milestone Advisory Partners
North Carolina
$3.82M -$6.87K -155 -0.2%
SI
61
Stephens Inc
Arkansas
$3.81M +$9.31K +210 +0.3%
SCP
62
Silverleafe Capital Partners
Tennessee
$3.79M -$424K -9,565 -11%
LBC
63
Lowe Brockenbrough & Co
Virginia
$3.71M +$78.7K +1,775 +2%
B
64
Barings
North Carolina
$3.54M
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$3.33M +$3.17M +71,500 New
BAM
66
Bruderman Asset Management
New York
$3.26M -$462K -10,415 -13%
VFA
67
Voya Financial Advisors
Connecticut
$3.24M -$4.28M -96,640 -58%
HighTower Advisors
68
HighTower Advisors
Illinois
$3.15M -$303K -6,840 -9%
MC
69
Mathes Company
New York
$3.09M
DCM
70
Discovery Capital Management
Connecticut
$3.03M +$2.88M +65,000 New
AG
71
Advisor Group
Arizona
$3M -$2.92M -65,795 -51%
OC
72
Oppenheimer & Co
New York
$2.93M -$3.26M -73,470 -54%
ASN
73
Advisory Services Network
Georgia
$2.81M +$121K +2,720 +5%
Citigroup
74
Citigroup
New York
$2.75M -$520K -11,730 -17%
AIC
75
Ayalon Insurance Company
Israel
$2.66M +$617K +13,925 +32%

IGV Hedge Fund Activity: Q4 2019 in Review

260 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2019, worth a combined $2.29B — up 27% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IGV positions and 32 closed out — a net gain of 40 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 260 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2019, up from 224 in Q3 2019.
  • Funds reported $2.29B of iShares Expanded Tech-Software Sector ETF stock for Q4 2019, up 27% quarter-over-quarter.
  • 72 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2019 and 32 closed out, a net change of +40 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2019 was Morgan Stanley, an estimated $186M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2019 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.