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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
HNB
126
Huntington National Bank
Ohio
$15K – – –
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
WEC
128
Winslow Evans & Crocker
Massachusetts
$7.73K – – –
HR
129
Howe & Rusling
New York
$6K – – –
AF
130
Allworth Financial
California
$5K – – –
CWM
131
Catamount Wealth Management
Connecticut
$5K – – –
PA
132
Parallel Advisors
California
$5K +$4.78K +155 New
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$8.63K -280 -77%
BTIS
134
BB&T Investment Services
North Carolina
$3K – – –
BWL
135
Bogart Wealth LLC
Virginia
$2K – – –
TFA
136
Transamerica Financial Advisors
Florida
$1K – – –
AIM
137
Anchor Investment Management
South Carolina
$464 +$462 +15 New
NPC
138
National Planning Corporation
California
– -$951K -32,520 Closed
PAM
139
PVG Asset Management
Colorado
– -$865K -29,575 Closed
CIBC World Market
140
CIBC World Market
Ontario, Canada
– -$445K -15,225 Closed
AWM
141
AE Wealth Management
Kansas
– -$343K -11,720 Closed
VF
142
Virtu Financial
New York
– -$223K -7,610 Closed
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
– -$200K -6,850 Closed
AP
144
Advisors Preferred
Maryland
– -$111K -3,805 Closed
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.