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iShares Expanded Tech-Software Sector ETF
IGV

271 hedge funds and large institutions have $1.99B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding

Funds holding: 260 → 271 (+11)

13% less capital invested

Capital invested by funds: $2.29B → $1.99B (-$297M)

63% less call options, than puts

Call options by funds: $342M | Put options by funds: $927M

83.84% less ownership

Funds ownership: 405.99% → 322.15% (-84%)

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.97%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
61
Increased
104
Reduced
74
Closed
45
Calls
$342M
Puts
$927M
Net Calls
-$586M
Net Calls Change
-$44.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$92.5M
2
Wells Fargo
Wells Fargo
California
+$37.8M
3
HHMI
Howard Hughes Medical Institute
Maryland
+$36.6M
4
CMO
Covenant Multifamily Offices
Texas
+$30.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.7M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$141M
2
Morgan Stanley
Morgan Stanley
New York
-$117M
3
Goldman Sachs
Goldman Sachs
New York
-$51.4M
4
CFG
CMC Financial Group
Georgia
-$34.2M
5
MIH
Meitav Investment House
Israel
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
Mutual Advisors
Nebraska
$2.42M +$2.72M +57,535 New
FWM
77
Focused Wealth Management
New York
$2.38M +$2.68M +56,675 New
NA
78
NewEdge Advisors
Louisiana
$2.21M -$45.4K -960 -2%
Lido Advisors
79
Lido Advisors
California
$2.15M -$118K -2,485 -5%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$2.1M +$1.57M +33,280 +199%
KFBMI
81
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.1M +$946K +20,000 +67%
CAG
82
Csenge Advisory Group
Florida
$1.99M +$2.24M +47,315 New
VFA
83
Voya Financial Advisors
Connecticut
$1.93M -$1.16M -24,540 -35%
BBHC
84
Brown Brothers Harriman & Co
New York
$1.92M +$1.5M +31,625 +225%
SAM
85
SP Asset Management
California
$1.88M +$2.11M +44,585 New
SMFG
86
Sumitomo Mitsui Financial Group
Japan
$1.84M +$1.07M +22,710 +108%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$1.78M -$366K -7,735 -15%
AWM
88
Avior Wealth Management
Nebraska
$1.76M -$5.18M -109,490 -72%
AAS
89
Avantax Advisory Services
Texas
$1.72M +$493K +10,430 +34%
PFA
90
Plotkin Financial Advisors
Maryland
$1.62M +$399K +8,430 +28%
GFPC
91
Global Financial Private Client
Florida
$1.61M +$7.33K +155 +0.4%
CAG
92
Crestwood Advisors Group
Massachusetts
$1.52M +$1.46M +30,975 +590%
MFG
93
Merit Financial Group
Georgia
$1.47M -$156K -3,290 -9%
UCFA
94
United Capital Financial Advisors
Texas
$1.32M -$906K -19,170 -38%
SPIA
95
Steward Partners Investment Advisory
New York
$1.27M +$25.5K +540 +2%
PCM
96
Parsons Capital Management
Rhode Island
$1.26M +$13K +275 +0.9%
PAG
97
Private Advisor Group
New Jersey
$1.25M +$408K +8,635 +41%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$1.21M – – –
FNBOSM
99
First National Bank of South Miami
Florida
$1.18M +$40.4K +855 +3%
CA
100
Cetera Advisors
Colorado
$1.18M +$281K +5,940 +27%
2 3
4
5 6

IGV Hedge Fund Activity: Q1 2020 in Review

271 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2020, worth a combined $1.99B — down 13% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGV positions and 45 closed out — a net gain of 16 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $92.5M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $141M sold.

  • 271 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2020, up from 260 in Q4 2019.
  • Funds reported $1.99B of iShares Expanded Tech-Software Sector ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 61 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2020 and 45 closed out, a net change of +16 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $92.5M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2020.