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iShares Expanded Tech-Software Sector ETF
IGV

231 hedge funds and large institutions have $1.88B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

13.81% more ownership

Funds ownership: 336.39% → 350.2% (+14%)

12% more funds holding

Funds holding: 207 → 231 (+24)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

2% more capital invested

Capital invested by funds: $1.84B → $1.88B (+$39M)

52% less call options, than puts

Call options by funds: $92.1M | Put options by funds: $191M

Holders
231
Holders Change
+24
Holders Change %
+11.59%
% of All Funds
5.02%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
53
Increased
71
Reduced
65
Closed
24
Calls
$92.1M
Puts
$191M
Net Calls
-$99.2M
Net Calls Change
-$9.15M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$127M
2
Morgan Stanley
Morgan Stanley
New York
+$62.4M
3
Goldman Sachs
Goldman Sachs
New York
+$61M
4
ACM
Arlington Capital Management
Illinois
+$17.3M
5
TH
Timber Hill
Connecticut
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$111M
3
CI
Clal Insurance
Israel
-$28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$15.9M
5
PWAG
Polaris Wealth Advisory Group
California
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
76
Clark Capital Management Group
Pennsylvania
$2.8M -$225K -5,255 -8%
Citigroup
77
Citigroup
New York
$2.77M +$1.53M +35,630 +128%
MC
78
Mathes Company
New York
$2.75M – – –
Millennium Management
79
Millennium Management
New York
$2.69M +$2.1M +49,045 +389%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$2.69M +$306K +7,130 +13%
NL
81
NWAM LLC
Washington
$2.57M +$26.4K +615 +1%
ASN
82
Advisory Services Network
Georgia
$2.51M -$3.69M -86,130 -60%
UCFA
83
United Capital Financial Advisors
Texas
$2.33M -$154K -3,590 -6%
NA
84
NewEdge Advisors
Louisiana
$2.3M +$189K +4,415 +9%
Lido Advisors
85
Lido Advisors
California
$2.28M +$13.5K +315 +0.6%
NSLI
86
Nan Shan Life Insurance
Taiwan
$2.16M -$21.4K -500 -1%
Simplex Trading
87
Simplex Trading
Illinois
$2.14M +$1.24M +28,940 +145%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2.07M -$112M -2,611,840 -98%
AIC
89
Ayalon Insurance Company
Israel
$1.97M -$805K -18,790 -30%
FTS
90
Fifth Third Securities
Ohio
$1.91M +$1.88M +43,775 New
TW
91
Transform Wealth
Colorado
$1.82M +$1.79M +41,750 New
BSG
92
Black Swift Group
Colorado
$1.7M +$1.45M +33,825 +677%
PAG
93
Private Advisor Group
New Jersey
$1.55M +$963K +22,470 +172%
SC
94
Sovarnum Capital
New York
$1.53M +$321K +7,500 +27%
CI
95
CX Institutional
Indiana
$1.52M +$1.49M +34,810 New
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.38M – – –
UR
97
USCA RIA
Texas
$1.34M +$1.32M +30,775 New
EWA
98
EP Wealth Advisors
California
$1.34M -$43.5K -1,015 -3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$1.25M +$1.23M +28,645 New
PAM
100
PVG Asset Management
Colorado
$1.25M +$1.22M +28,525 New
2 3
4
5 6

IGV Hedge Fund Activity: Q2 2019 in Review

231 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2019, worth a combined $1.88B — up 2.1% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGV positions and 24 closed out — a net gain of 29 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was Bank of Montreal, cutting an estimated $112M.

  • 231 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2019, up from 207 in Q1 2019.
  • Funds reported $1.88B of iShares Expanded Tech-Software Sector ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 53 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2019 and 24 closed out, a net change of +29 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2019 was Bank of America, an estimated $127M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2019 was Bank of Montreal, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2019.