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iShares Expanded Tech-Software Sector ETF
IGV

137 hedge funds and large institutions have $827M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

332% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.99M

75.22% more ownership

Funds ownership: 296.33% → 371.56% (+75%)

26% more capital invested

Capital invested by funds: $659M → $827M (+$168M)

21% more funds holding

Funds holding: 113 → 137 (+24)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
137
Holders Change
+24
Holders Change %
+21.24%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
31
Increased
38
Reduced
37
Closed
7
Calls
$17.2M
Puts
$3.99M
Net Calls
+$13.2M
Net Calls Change
+$34.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$44.1M
2
JCM
Janney Capital Management
Pennsylvania
+$30.6M
3
Bank of America
Bank of America
North Carolina
+$5.96M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.9M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$11.8M
2
TH
Timber Hill
Connecticut
-$11.3M
3
SG Americas Securities
SG Americas Securities
New York
-$7.14M
4
MM
Main Management
California
-$6.48M
5
TSS
Two Sigma Securities
New York
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
101
FineMark National Bank & Trust
Florida
$224K – – –
Citadel Advisors
102
Citadel Advisors
Florida
$224K +$223K +7,235 New
APA
103
American Portfolios Advisors
New York
$217K +$216K +7,025 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$217K +$217K +7,030 New
IA
105
IFP Advisors
Florida
$205K -$43.9K -1,425 -18%
FAAS
106
First Allied Advisory Services
California
$134K +$135K +4,370 New
LNB
107
Ledyard National Bank
$115K -$19.3K -625 -14%
SWP
108
Stratos Wealth Partners
Ohio
$94K +$93.2K +3,025 New
ACM
109
Aviance Capital Management
Florida
$90K -$163K -5,290 -64%
AFNAS
110
American Financial Network Advisory Services
California
$70K – – –
HWP
111
Hefty Wealth Partners
Indiana
$57K -$8.93K -290 -13%
SFG
112
SevenBridge Financial Group
Pennsylvania
$50K -$15.4K -500 -24%
SFSIG
113
San Francisco Sentry Investment Group
California
$46K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$39K – – –
SWP
115
Strategic Wealth Partners
Ohio
$37K +$36.5K +1,185 New
KFA
116
Kabarec Financial Advisors
Illinois
$37K +$37.4K +1,215 New
BWP
117
Baldwin Wealth Partners
Massachusetts
$31K +$30.8K +1,000 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$29K -$2.16K -70 -7%
RPG
119
Risk Paradigm Group
Texas
$27.4K +$27.3K +885 New
DSC
120
Duncker Streett & Co
Missouri
$23K – – –
YWP
121
YorkBridge Wealth Partners
New York
$22K – – –
1IA
122
1834 Investment Advisors
Wisconsin
$22K +$22.2K +720 New
UBS AM
123
UBS AM
Illinois
$20.4K – – –
LBG
124
Lloyds Banking Group
United Kingdom
$19K – – –
OTC
125
Opera Trading Capital
France
$16K – – –
2 3 4
5
6

IGV Hedge Fund Activity: Q4 2017 in Review

137 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2017, worth a combined $827M — up 26% from $659M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGV positions and 7 closed out — a net gain of 24 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.1M. The largest seller was Goldman Sachs, cutting an estimated $11.8M.

  • 137 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $827M of iShares Expanded Tech-Software Sector ETF stock for Q4 2017, up 26% quarter-over-quarter.
  • 31 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2017 and 7 closed out, a net change of +24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2017 was Morgan Stanley, an estimated $44.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2017 was Goldman Sachs, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.