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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

93 hedge funds and large institutions have $1.1B invested in iShares Expanded Tech-Software Sector ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
16
Increased
30
Reduced
35
Closed
14
Calls
$213K
Puts
$65.9M
Net Calls
-$65.7M
Net Calls Change
-$65.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$112M
2
Morgan Stanley
Morgan Stanley
New York
+$92.2M
3
Citigroup
Citigroup
New York
+$90.9M
4
Wells Fargo
Wells Fargo
California
+$10.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.5M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$74.3M
2
HWM
Heartwood Wealth Management
United Kingdom
-$21.4M
3
FIG
FundX Investment Group
California
-$16.7M
4
PWAG
Polaris Wealth Advisory Group
California
-$11.4M
5
CG
Colony Group
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBG
76
Lloyds Banking Group
United Kingdom
$50K – – –
IA
77
IFP Advisors
Florida
$38K -$99K -2,385 -72%
BP
78
Ballentine Partners
Massachusetts
$36K +$36K +1,775 New
AWM
79
Avior Wealth Management
Nebraska
$32K +$304 +15 +1%
HFA
80
High Falls Advisors
New York
$28K – – –
DSC
81
Duncker Streett & Co
Missouri
$15K – – –
Creative Planning
82
Creative Planning
Kansas
$13K +$3K +150 +30%
US Bancorp
83
US Bancorp
Minnesota
$10K -$3.6K -180 -26%
CLOS
84
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
GWM
85
Gupta Wealth Management
California
$7K – – –
HWP
86
Hefty Wealth Partners
Indiana
$5K -$34.2K -1,950 -87%
ATC
87
Adirondack Trust Company
New York
$5K +$5K +225 New
CYG
88
Clean Yield Group
Vermont
$5K +$5K +225 New
HR
89
Howe & Rusling
New York
$4K – – –
GI
90
Gradient Investments
Minnesota
$4K +$4K +220 New
PG
91
Patten Group
Tennessee
$3.52K – – –
WA
92
WFG Advisors
Texas
$1K +$1K +25 New
FIG
93
FundX Investment Group
California
– -$16.7M -801,990 Closed
PWAG
94
Polaris Wealth Advisory Group
California
– -$11.4M -547,010 Closed
CCMG
95
Clark Capital Management Group
Pennsylvania
– -$10.4M -500,190 Closed
HighTower Advisors
96
HighTower Advisors
Illinois
– -$2.39M -115,160 Closed
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
– -$1.7M -82,000 Closed
BCM
98
Barometer Capital Management
Ontario, Canada
– -$1.67M -80,500 Closed
CIBC World Market
99
CIBC World Market
Ontario, Canada
– -$549K -26,450 Closed
BAM
100
Bruderman Asset Management
New York
– -$501K -24,150 Closed
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4
5