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iShares Expanded Tech-Software Sector ETF
IGV

113 hedge funds and large institutions have $659M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

6% more funds holding

Funds holding: 107 → 113 (+6)

1% more capital invested

Capital invested by funds: $653M → $659M (+$5.36M)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

17.95% less ownership

Funds ownership: 314.28% → 296.33% (-18%)

62% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $34.3M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
21
Increased
31
Reduced
36
Closed
13
Calls
$12.9M
Puts
$34.3M
Net Calls
-$21.4M
Net Calls Change
+$86M

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$22.1M
2
NCM
Niemann Capital Management
Nevada
+$13.6M
3
TH
Timber Hill
Connecticut
+$11.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
5
UCFA
United Capital Financial Advisors
Texas
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$45.1M
2
Goldman Sachs
Goldman Sachs
New York
-$35.7M
3
MM
Main Management
California
-$9.07M
4
TRCT
Tower Research Capital (TRC)
New York
-$8.66M
5
Citigroup
Citigroup
New York
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
101
UBS AM
Illinois
$19.3K – – –
LBG
102
Lloyds Banking Group
United Kingdom
$18K – – –
OTC
103
Opera Trading Capital
France
$15K +$14.9K +520 New
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$14K – – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$8.02K +280 +329%
WEC
106
Winslow Evans & Crocker
Massachusetts
$7.31K -$23.1K -805 -76%
AF
107
Allworth Financial
California
$5K – – –
HR
108
Howe & Rusling
New York
$5K – – –
CWM
109
Catamount Wealth Management
Connecticut
$4K – – –
BTIS
110
BB&T Investment Services
North Carolina
$3K – – –
BWL
111
Bogart Wealth LLC
Virginia
$2K +$2K +70 New
TFA
112
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
113
Tower Research Capital (TRC)
New York
– -$8.66M -316,565 Closed
Citadel Advisors
114
Citadel Advisors
Florida
– -$7.49M -273,795 Closed
EA
115
Edge Advisors
Georgia
– -$2.08M -76,050 Closed
Baird Financial Group
116
Baird Financial Group
Wisconsin
– -$1.35M -49,280 Closed
IFS
117
Ifrah Financial Services
Arkansas
– -$562K -20,545 Closed
SS
118
Simplicity Solutions
Minnesota
– -$481K -17,580 Closed
PFS
119
Prospera Financial Services
Texas
– -$438K -16,175 Closed
Millennium Management
120
Millennium Management
New York
– -$205K -7,500 Closed
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
– -$137K -5,000 Closed
Creative Planning
122
Creative Planning
Kansas
– -$78K -2,835 Closed
DADC
123
D.A. Davidson & Co
Montana
– -$59K -2,190 Closed
VWA
124
V Wealth Advisors
Kansas
– -$28K -1,000 Closed
FANJ
125
Financial Architects (New Jersey)
New Jersey
– -$5.01K -175 Closed
1 2 3 4
5

IGV Hedge Fund Activity: Q3 2017 in Review

113 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2017, worth a combined $659M — up 0.82% from $653M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGV positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $45.1M.

  • 113 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $659M of iShares Expanded Tech-Software Sector ETF stock for Q3 2017, up 0.82% quarter-over-quarter.
  • 21 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2017 and 13 closed out, a net change of +8 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2017 was Bank of Nova Scotia, an estimated $22.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2017 was Morgan Stanley, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2017.