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iShares Expanded Tech-Software Sector ETF

100 hedge funds and large institutions have $926M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.02M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 100100 (0)

0% less capital invested

Capital invested by funds: $929M → $926M (-$2.89M)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

109.11% less ownership

Funds ownership: 676.84%567.72% (-109%)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
14
Increased
31
Reduced
34
Closed
13
Calls
$4.48M
Puts
$1.02M
Net Calls
+$3.46M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$208K +$58.5K +2,425 +42%
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$151K +$145K +6,000 New
AG
78
Advisor Group
Arizona
$129K +$85.5K +3,545 +227%
SIC
79
Salem Investment Counselors
North Carolina
$107K
IA
80
IFP Advisors
Florida
$99K +$94.6K +3,925 New
MAS
81
Madden Advisory Services
Florida
$64K +$61.5K +2,550 New
Creative Planning
82
Creative Planning
Kansas
$54K
SFG
83
SevenBridge Financial Group
Pennsylvania
$54K
AWM
84
Avior Wealth Management
Nebraska
$40K
WA
85
WFG Advisors
Texas
$40K +$121 +5 +0.3%
US Bancorp
86
US Bancorp
Minnesota
$30K
WEC
87
Winslow Evans & Crocker
Massachusetts
$26.7K -$134K -5,560 -84%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$24K +$22.5K +935 New
DSC
89
Duncker Streett & Co
Missouri
$19K
LBG
90
Lloyds Banking Group
United Kingdom
$16K
YWP
91
YorkBridge Wealth Partners
New York
$11K
NFG
92
Next Financial Group
Texas
$7K -$307K -12,715 -98%
HR
93
Howe & Rusling
New York
$5K
CWM
94
Catamount Wealth Management
Connecticut
$4K
PG
95
Patten Group
Tennessee
$4K
AF
96
Allworth Financial
California
$4K +$3.86K +160 New
BTIS
97
BB&T Investment Services
North Carolina
$3K
TFA
98
Transamerica Financial Advisors
Florida
$1K
AP
99
Advisors Preferred
Maryland
$82 +$78K +3,235 New
CI
100
Clal Insurance
Israel
-$65.3M -3,000,000 Closed

IGV Hedge Fund Activity: Q1 2017 in Review

100 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2017, worth a combined $926M — down 0.31% from $929M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGV positions and 13 closed out — a net gain of 1 holder — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $28M. The largest seller was Goldman Sachs, cutting an estimated $65.9M.

  • 100 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $926M of iShares Expanded Tech-Software Sector ETF stock for Q1 2017, down 0.31% quarter-over-quarter.
  • 14 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2017 and 13 closed out, a net change of +1 holder.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2017 was Bank of Nova Scotia, an estimated $28M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2017 was Goldman Sachs, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2017.