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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

270 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, 103 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
5.96%
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
103
Reduced
74
Closed
45
Calls
$342M
Puts
$927M
Net Calls
-$586M
Net Calls Change
-$44.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$82.3M
2
Wells Fargo
Wells Fargo
California
+$33.6M
3
HHMI
Howard Hughes Medical Institute
Maryland
+$32.6M
4
CMO
Covenant Multifamily Offices
Texas
+$27.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.4M

Top Sellers

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
-$104M
3
Goldman Sachs
Goldman Sachs
New York
-$45.7M
4
CFG
CMC Financial Group
Georgia
-$34.2M
5
MIH
Meitav Investment House
Israel
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$2.42M +$2.42M +57,535 New
FWM
77
Focused Wealth Management
New York
$2.38M +$2.38M +56,675 New
NA
78
NewEdge Advisors
Louisiana
$2.21M -$40.4K -960 -2%
Lido Advisors
79
Lido Advisors
California
$2.15M -$105K -2,485 -5%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$2.1M +$1.4M +33,280 +199%
CAG
81
Csenge Advisory Group
Florida
$1.99M +$1.99M +47,315 New
VFA
82
Voya Financial Advisors
Connecticut
$1.93M -$1.05M -24,540 -35%
BBHC
83
Brown Brothers Harriman & Co
New York
$1.92M +$1.33M +31,625 +225%
SAM
84
SP Asset Management
California
$1.88M +$1.88M +44,585 New
SMFG
85
Sumitomo Mitsui Financial Group
Japan
$1.84M +$954K +22,710 +108%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$1.78M -$326K -7,735 -15%
AWM
87
Avior Wealth Management
Nebraska
$1.76M -$4.6M -109,490 -72%
AAS
88
Avantax Advisory Services
Texas
$1.72M +$439K +10,430 +34%
PFA
89
Plotkin Financial Advisors
Maryland
$1.62M +$355K +8,430 +28%
GFPC
90
Global Financial Private Client
Florida
$1.61M +$6.21K +155 +0.4%
CAG
91
Crestwood Advisors Group
Massachusetts
$1.52M +$1.3M +30,975 +590%
MFG
92
Merit Financial Group
Georgia
$1.47M -$138K -3,290 -9%
UCFA
93
United Capital Financial Advisors
Texas
$1.33M -$806K -19,170 -38%
SPIA
94
Steward Partners Investment Advisory
New York
$1.27M +$22.7K +540 +2%
PCM
95
Parsons Capital Management
Rhode Island
$1.26M +$11.6K +275 +0.9%
PAG
96
Private Advisor Group
New Jersey
$1.26M +$363K +8,635 +41%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.21M – – –
FNBOSM
98
First National Bank of South Miami
Florida
$1.18M +$36K +855 +3%
CA
99
Cetera Advisors
Colorado
$1.18M +$250K +5,940 +27%
VWM
100
Venturi Wealth Management
Texas
$1.16M +$1.16M +27,500 New
2 3
4
5 6