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iShares Expanded Tech-Software Sector ETF
IGV

137 hedge funds and large institutions have $827M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

332% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.99M

75.22% more ownership

Funds ownership: 296.33% → 371.56% (+75%)

26% more capital invested

Capital invested by funds: $659M → $827M (+$168M)

21% more funds holding

Funds holding: 113 → 137 (+24)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
137
Holders Change
+24
Holders Change %
+21.24%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
31
Increased
38
Reduced
37
Closed
7
Calls
$17.2M
Puts
$3.99M
Net Calls
+$13.2M
Net Calls Change
+$34.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$44.1M
2
JCM
Janney Capital Management
Pennsylvania
+$30.6M
3
Bank of America
Bank of America
North Carolina
+$5.96M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.9M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$11.8M
2
TH
Timber Hill
Connecticut
-$11.3M
3
SG Americas Securities
SG Americas Securities
New York
-$7.14M
4
MM
Main Management
California
-$6.48M
5
TSS
Two Sigma Securities
New York
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
76
Well Done LLC
Michigan
$553K +$4K +130 +0.7%
Creative Planning
77
Creative Planning
Kansas
$517K +$515K +16,725 New
FAIM
78
Financial Advocates Investment Management
Washington
$514K +$512K +16,630 New
Lido Advisors
79
Lido Advisors
California
$488K +$54.1K +1,755 +13%
MCM
80
Murphy Capital Management
New Jersey
$455K -$18.5K -600 -4%
FTS
81
Fifth Third Securities
Ohio
$454K -$265K -8,615 -37%
PAG
82
Private Advisor Group
New Jersey
$442K -$282K -9,155 -40%
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$417K – – –
CS
84
Cannell & Spears
New York
$410K – – –
OPWM
85
Oak Point Wealth Management
Michigan
$382K +$384K +12,470 New
DC
86
Davenport & Co
Virginia
$382K – – –
WA
87
WBH Advisory
Maryland
$372K +$154 +5 +0%
BFS
88
Bradley Foster & Sargent
Connecticut
$371K – – –
MC
89
Moors & Cabot
Massachusetts
$367K -$228K -7,390 -38%
BTS
90
BB&T Securities
Virginia
$362K – – –
DWA
91
Dorsey Wright & Associates
California
$345K -$28.6K -930 -8%
SPC
92
Sigma Planning Corp
Michigan
$325K +$83.9K +2,725 +35%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$324K +$3.08K +100 +1%
CPIG
94
Chicago Partners Investment Group
Illinois
$309K – – –
CIC
95
Carnegie Investment Counsel
Ohio
$298K – – –
Millennium Management
96
Millennium Management
New York
$273K +$272K +8,835 New
CT
97
CPF Texas
Texas
$250K +$249K +8,070 New
Bessemer Group
98
Bessemer Group
New Jersey
$247K -$21.4K -695 -8%
Verition Fund Management
99
Verition Fund Management
Connecticut
$233K +$233K +7,550 New
M&T Bank
100
M&T Bank
New York
$225K – – –
2 3
4
5 6

IGV Hedge Fund Activity: Q4 2017 in Review

137 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2017, worth a combined $827M — up 26% from $659M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGV positions and 7 closed out — a net gain of 24 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.1M. The largest seller was Goldman Sachs, cutting an estimated $11.8M.

  • 137 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $827M of iShares Expanded Tech-Software Sector ETF stock for Q4 2017, up 26% quarter-over-quarter.
  • 31 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2017 and 7 closed out, a net change of +24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2017 was Morgan Stanley, an estimated $44.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2017 was Goldman Sachs, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.