iShares Expanded Tech-Software Sector ETF
158 hedge funds and large institutions have $986M invested in iShares Expanded Tech-Software Sector ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 10 closing their positions.
441% more call options, than puts
Call options by funds: $29.3M | Put options by funds: $5.41M
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
19% more capital invested
Capital invested by funds: $827M → $986M (+$159M)
15% more funds holding
Funds holding: 137 → 158 (+21)
11% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 44
10.66% less ownership
Funds ownership: 371.56% → 360.9% (-11%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.1M |
| 2 |
JP Morgan Chase
New York
|
+$17.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
| 4 |
VF
Virtu Financial
New York
|
+$8.62M |
| 5 |
Goldman Sachs
New York
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.6M |
| 3 |
Citigroup
New York
|
-$8.46M |
| 4 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$6.31M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$4.11M |
IGV Hedge Fund Activity: Q1 2018 in Review
158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2018, worth a combined $986M — up 19% from $827M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IGV positions and 10 closed out — a net gain of 23 holders — while 49 added to existing stakes and 44 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $20.8M.
- 158 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2018, up from 137 in Q4 2017.
- Funds reported $986M of iShares Expanded Tech-Software Sector ETF stock for Q1 2018, up 19% quarter-over-quarter.
- 33 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2018 and 10 closed out, a net change of +23 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2018 was Bank of Montreal, an estimated $21.1M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2018 was Morgan Stanley, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2018.