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iShares Expanded Tech-Software Sector ETF
IGV

260 hedge funds and large institutions have $2.29B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

62.29% more ownership

Funds ownership: 343.7% → 405.99% (+62%)

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

27% more capital invested

Capital invested by funds: $1.81B → $2.29B (+$482M)

16% more funds holding

Funds holding: 224 → 260 (+36)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $135M | Put options by funds: $676M

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
72
Increased
70
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$186M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$88.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$44.7M
4
MIH
Meitav Investment House
Israel
+$40.4M
5
CFG
CMC Financial Group
Georgia
+$32.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$113M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$55.3M
3
CI
Clal Insurance
Israel
-$43.2M
4
CM
Churchill Management
California
-$24.1M
5
JCM
Janney Capital Management
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
76
Bank Hapoalim BM
Israel
$2.64M +$1.69M +38,175 +208%
Fisher Asset Management
77
Fisher Asset Management
Washington
$2.62M +$1.94M +43,795 +351%
Lido Advisors
78
Lido Advisors
California
$2.5M +$4.43K +100 +0.2%
NA
79
NewEdge Advisors
Louisiana
$2.49M +$26.6K +600 +1%
UCFA
80
United Capital Financial Advisors
Texas
$2.36M +$327K +7,370 +17%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$2.33M -$693K -15,640 -24%
PF
82
Phoenix Financial
Israel
$2.33M -$599K -13,500 -21%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$2.3M -$55.3M -1,248,210 -96%
Nomura Asset Management
84
Nomura Asset Management
Japan
$2.24M +$1.46M +33,000 +220%
Lazard Asset Management
85
Lazard Asset Management
New York
$2.08M – – –
GFPC
86
Global Financial Private Client
Florida
$1.86M +$1.77M +40,005 New
MFG
87
Merit Financial Group
Georgia
$1.78M +$235K +5,310 +16%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$1.74M +$1.66M +37,505 New
UR
89
USCA RIA
Texas
$1.58M +$77.4K +1,745 +5%
PCM
90
Prelude Capital Management
New York
$1.45M +$1.38M +31,125 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.43M – – –
IAA
92
Independent Advisor Alliance
North Carolina
$1.42M +$1.35M +30,550 New
AAS
93
Avantax Advisory Services
Texas
$1.41M +$342K +7,715 +34%
KFBMI
94
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.4M +$665K +15,000 +100%
PFA
95
Plotkin Financial Advisors
Maryland
$1.4M +$1.33M +29,995 New
SPIA
96
Steward Partners Investment Advisory
New York
$1.39M +$293K +6,610 +29%
PCM
97
Parsons Capital Management
Rhode Island
$1.38M +$2.22K +50 +0.2%
FNBOSM
98
First National Bank of South Miami
Florida
$1.27M +$11.7K +265 +1%
AWCI
99
Alpine Woods Capital Investors
New York
$1.24M – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1.21M – – –
2 3
4
5 6

IGV Hedge Fund Activity: Q4 2019 in Review

260 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2019, worth a combined $2.29B — up 27% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IGV positions and 32 closed out — a net gain of 40 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 260 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2019, up from 224 in Q3 2019.
  • Funds reported $2.29B of iShares Expanded Tech-Software Sector ETF stock for Q4 2019, up 27% quarter-over-quarter.
  • 72 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2019 and 32 closed out, a net change of +40 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2019 was Morgan Stanley, an estimated $186M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2019 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.