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iShares Expanded Tech-Software Sector ETF

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: 914 (+5)

27% more capital invested

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

16% more funds holding

Funds holding: 224260 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EP Wealth Advisors
California
$1.2M -$106K -2,400 -9%
WP
102
WMS Partners
Maryland
$1.2M -$2.88K -65 -0.3%
Creative Planning
103
Creative Planning
Kansas
$1.17M +$70.3K +1,585 +7%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.11M -$6.27M -141,420 -86%
TW
105
Transform Wealth
Colorado
$1.04M -$68.1K -1,535 -6%
WC
106
Westwind Capital
New Mexico
$1.03M +$984K +22,195 New
CA
107
Cetera Advisors
Colorado
$1.03M -$75.8K -1,710 -7%
RJT
108
Raymond James Trust
Florida
$1.02M -$77.1K -1,740 -7%
Squarepoint
109
Squarepoint
New York
$1.02M -$28.6K -645 -3%
PG
110
Patten Group
Tennessee
$1.02M +$348K +7,850 +56%
SCA
111
Snowden Capital Advisors
New York
$998K +$887 +20 +0.1%
PAG
112
Private Advisor Group
New Jersey
$989K +$43.7K +985 +5%
SMFG
113
Sumitomo Mitsui Financial Group
Japan
$979K +$685K +15,460 +278%
VC
114
Vicus Capital
Pennsylvania
$975K -$20K -450 -2%
GCA
115
Genesee Capital Advisors
New York
$952K -$443 -10 -0%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$921K
EH
117
Equitable Holdings
New York
$902K +$858K +19,350 New
TCWM
118
Total Clarity Wealth Management
Illinois
$897K +$853K +19,235 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$873K +$10.4K +235 +1%
SFS
120
Sowell Financial Services
Arkansas
$828K -$978K -22,060 -55%
NFG
121
Next Financial Group
Texas
$827K -$338K -7,630 -30%
CPC
122
Cookson Peirce & Co
Pennsylvania
$824K -$216K -4,875 -22%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$780K +$10.6K +240 +1%
EE
124
EWG Elevate
California
$774K +$736K +16,605 New
WDL
125
Well Done LLC
Michigan
$760K -$24.2K -545 -3%

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.