iShares Expanded Tech-Software Sector ETF
100 hedge funds and large institutions have $929M invested in iShares Expanded Tech-Software Sector ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
19% more call options, than puts
Call options by funds: $4.01M | Put options by funds: $3.36M
2% more funds holding
Funds holding: 98 → 100 (+2)
20% less capital invested
Capital invested by funds: $1.15B → $929M (-$225M)
28% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 36
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
170.73% less ownership
Funds ownership: 847.57% → 676.84% (-171%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.1M |
| 2 |
Goldman Sachs
New York
|
+$11.3M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$9.57M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$9.27M |
| 5 |
NCM
Noesis Capital Mangement
Boca Raton,
Florida
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$150M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.4M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$16.8M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$8.04M |
| 5 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$6.6M |
IGV Hedge Fund Activity: Q4 2016 in Review
100 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2016, worth a combined $929M — down 20% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IGV positions and 15 closed out — a net gain of 6 holders — while 26 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Citigroup, cutting an estimated $150M.
- 100 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2016, up from 98 in Q3 2016.
- Funds reported $929M of iShares Expanded Tech-Software Sector ETF stock for Q4 2016, down 20% quarter-over-quarter.
- 21 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2016 and 15 closed out, a net change of +6 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2016 was Morgan Stanley, an estimated $19.1M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2016 was Citigroup, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2016.