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iShares Expanded Tech-Software Sector ETF
IGV

207 hedge funds and large institutions have $1.84B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

59% more capital invested

Capital invested by funds: $1.16B → $1.84B (+$680M)

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

11% more funds holding

Funds holding: 186 → 207 (+21)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

4.29% more ownership

Funds ownership: 332.11% → 336.39% (+4.3%)

56% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $162M

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
4.48%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.32%
New
54
Increased
69
Reduced
54
Closed
30
Calls
$71.9M
Puts
$162M
Net Calls
-$90.1M
Net Calls Change
-$104M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$105M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$103M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.3M
4
Bank of America
Bank of America
North Carolina
+$62.3M
5
CM
Churchill Management
California
+$26.1M

Top Sellers

1
TH
Timber Hill
Connecticut
-$59.2M
2
Citigroup
Citigroup
New York
-$49.5M
3
MMEA
Main Management ETF Advisors
California
-$10.3M
4
Morgan Stanley
Morgan Stanley
New York
-$8.97M
5
MM
Main Management
California
-$7.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$2.4M -$537K -13,610 -19%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$2.38M +$612K +15,510 +38%
WA
78
WESPAC Advisors
California
$2.31M -$592 -15 -0%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$2.3M +$28K +710 +1%
BCM
80
Brookstone Capital Management
Illinois
$2.21M +$2.07M +52,330 New
Lido Advisors
81
Lido Advisors
California
$2.19M +$761K +19,290 +59%
NSLI
82
Nan Shan Life Insurance
Taiwan
$2.11M -$1.32M -33,505 -40%
NA
83
NewEdge Advisors
Louisiana
$2.03M +$415K +10,510 +28%
SG Americas Securities
84
SG Americas Securities
New York
$1.89M +$1.77M +44,925 New
PCM
85
Penserra Capital Management
California
$1.67M +$1.49M +37,685 New
SFS
86
Sowell Financial Services
Arkansas
$1.6M +$720K +18,250 +92%
CAN
87
Cetera Advisor Networks
California
$1.37M +$1.29M +32,600 New
SC
88
Scotia Capital
Ontario, Canada
$1.36M +$1.27M +32,290 New
EWA
89
EP Wealth Advisors
California
$1.34M -$63.3K -1,605 -5%
ACP
90
Arcus Capital Partners
Georgia
$1.33M – – –
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.33M – – –
QAM
92
Q3 Asset Management
Michigan
$1.3M +$2.97M +75,250 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.21M +$611K +15,480 +34,400%
Citigroup
94
Citigroup
New York
$1.17M -$49.5M -1,253,250 -98%
SC
95
Sovarnum Capital
New York
$1.16M -$1.48M -37,500 -58%
FNBOSM
96
First National Bank of South Miami
Florida
$1.12M -$20.7K -525 -2%
AWCI
97
Alpine Woods Capital Investors
New York
$1.12M – – –
CPC
98
Cookson Peirce & Co
Pennsylvania
$1.11M -$166K -4,200 -14%
SPC
99
Sigma Planning Corp
Michigan
$1.1M +$198K +5,020 +24%
MBT
100
Montecito Bank & Trust
California
$1.09M +$129K +3,260 +14%
2 3
4
5 6

IGV Hedge Fund Activity: Q1 2019 in Review

207 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2019, worth a combined $1.84B — up 59% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGV positions and 30 closed out — a net gain of 24 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $105M. The largest seller was Timber Hill, cutting an estimated $59.2M.

  • 207 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2019, up from 186 in Q4 2018.
  • Funds reported $1.84B of iShares Expanded Tech-Software Sector ETF stock for Q1 2019, up 59% quarter-over-quarter.
  • 54 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2019 and 30 closed out, a net change of +24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2019 was Bank of Montreal, an estimated $105M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2019 was Timber Hill, an estimated $59.2M sold.

Based on aggregated 13F filings for Q1 2019.