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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

191 hedge funds and large institutions have $1.47B invested in iShares Expanded Tech-Software Sector ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+16
Holders Change %
+9.14%
% of All Funds
4.37%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
77
Reduced
50
Closed
13
Calls
$71.4M
Puts
$115M
Net Calls
-$44M
Net Calls Change
-$74.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$101M
2
Citigroup
Citigroup
New York
+$51.5M
3
PWAG
Polaris Wealth Advisory Group
California
+$14.5M
4
HCM
Howard Capital Management
Georgia
+$13.5M
5
Ameriprise
Ameriprise
Minnesota
+$13.4M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$129M
2
Morgan Stanley
Morgan Stanley
New York
-$54.1M
3
SCM
Sandler Capital Management
New York
-$24.1M
4
SG Americas Securities
SG Americas Securities
New York
-$18.4M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
126
Parker Investment Management
California
$341K +$341K +8,330 New
SFA
127
Sequoia Financial Advisors
Ohio
$339K – – –
SS
128
Sunbelt Securities
Texas
$332K +$1.03K +25 +0.3%
HIC
129
Holderness Investments Company
North Carolina
$326K +$30.8K +750 +10%
Bessemer Group
130
Bessemer Group
New Jersey
$324K +$26.7K +650 +9%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$309K -$101K -2,470 -25%
HFS
132
HL Financial Services
Kentucky
$302K +$302K +7,355 New
FNBT
133
FineMark National Bank & Trust
Florida
$297K – – –
KIA
134
KCM Investment Advisors
California
$288K +$288K +7,030 New
M&T Bank
135
M&T Bank
New York
$285K -$34.1K -830 -11%
FA
136
FDx Advisors
Illinois
$280K +$280K +6,825 New
CWM
137
Catamount Wealth Management
Connecticut
$265K +$259K +6,325 +4,217%
IA
138
IFP Advisors
Florida
$257K – – –
FIM
139
Freedom Investment Management
Connecticut
$243K -$28.2K -700 -10%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$233K +$233K +5,695 New
WP
141
WealthSource Partners
California
$232K +$232K +5,665 New
CIBC World Market
142
CIBC World Market
Ontario, Canada
$228K -$33.9K -825 -13%
WP
143
WealthPLAN Partners
Nebraska
$208K +$1.52K +45 +0.7%
HB
144
Homrich & Berg
Georgia
$205K +$205K +5,000 New
TWM
145
Torch Wealth Management
Ohio
$205K +$205K +5,000 New
SBSB
146
Sullivan, Bruyette, Speros & Blaney
Virginia
$202K +$202K +4,920 New
VFA
147
Valeo Financial Advisors
Indiana
$201K – – –
CS
148
Comerica Securities
Michigan
$201K +$201K +4,915 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$168K -$56.4K -1,380 -25%
PCM
150
Princeton Capital Management
New Jersey
$154K +$2.46K +60 +2%
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