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iShares Expanded Tech-Software Sector ETF
IGV

113 hedge funds and large institutions have $659M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

6% more funds holding

Funds holding: 107 → 113 (+6)

1% more capital invested

Capital invested by funds: $653M → $659M (+$5.36M)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

17.95% less ownership

Funds ownership: 314.28% → 296.33% (-18%)

62% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $34.3M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
21
Increased
31
Reduced
36
Closed
13
Calls
$12.9M
Puts
$34.3M
Net Calls
-$21.4M
Net Calls Change
+$86M

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$22.1M
2
NCM
Niemann Capital Management
Nevada
+$13.6M
3
TH
Timber Hill
Connecticut
+$11.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
5
UCFA
United Capital Financial Advisors
Texas
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$45.1M
2
Goldman Sachs
Goldman Sachs
New York
-$35.7M
3
MM
Main Management
California
-$9.07M
4
TRCT
Tower Research Capital (TRC)
New York
-$8.66M
5
Citigroup
Citigroup
New York
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
76
BB&T Securities
Virginia
$342K – – –
AP
77
Advisor Partners
California
$312K +$305K +10,650 New
VFA
78
Voya Financial Advisors
Connecticut
$308K +$304K +10,600 New
JMPWA
79
JP Morgan Private Wealth Advisors
California
$304K -$29.9K -1,045 -9%
CPIG
80
Chicago Partners Investment Group
Illinois
$292K – – –
CIC
81
Carnegie Investment Counsel
Ohio
$277K -$78.7K -2,750 -23%
Bessemer Group
82
Bessemer Group
New Jersey
$254K – – –
ACM
83
Aviance Capital Management
Florida
$240K -$778K -27,180 -77%
IA
84
IFP Advisors
Florida
$236K +$2K +70 +0.9%
SPC
85
Sigma Planning Corp
Michigan
$228K +$223K +7,800 New
VF
86
Virtu Financial
New York
$223K +$218K +7,610 New
M&T Bank
87
M&T Bank
New York
$213K +$208K +7,280 New
FNBT
88
FineMark National Bank & Trust
Florida
$212K +$208K +7,250 New
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$200K +$196K +6,850 New
LNB
90
Ledyard National Bank
$127K -$95.9K -3,350 -44%
AP
91
Advisors Preferred
Maryland
$111K +$20.6K +720 +23%
AFNAS
92
American Financial Network Advisory Services
California
$66K +$65K +2,270 New
HWP
93
Hefty Wealth Partners
Indiana
$63K +$61.6K +2,150 New
SFG
94
SevenBridge Financial Group
Pennsylvania
$62K – – –
SFSIG
95
San Francisco Sentry Investment Group
California
$44K – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$41K +$35.8K +1,250 New
US Bancorp
97
US Bancorp
Minnesota
$40K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$29K +$2K +70 +7%
DSC
99
Duncker Streett & Co
Missouri
$22K – – –
YWP
100
YorkBridge Wealth Partners
New York
$20K +$7.16K +250 +59%
1 2 3
4
5

IGV Hedge Fund Activity: Q3 2017 in Review

113 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2017, worth a combined $659M — up 0.82% from $653M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGV positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $45.1M.

  • 113 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $659M of iShares Expanded Tech-Software Sector ETF stock for Q3 2017, up 0.82% quarter-over-quarter.
  • 21 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2017 and 13 closed out, a net change of +8 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2017 was Bank of Nova Scotia, an estimated $22.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2017 was Morgan Stanley, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2017.