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iShares Expanded Tech-Software Sector ETF
IGV

192 hedge funds and large institutions have $1.48B 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

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $1.33B → $1.48B (+$147M)

9% more funds holding

Funds holding: 176 → 192 (+16)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

38% less call options, than puts

Call options by funds: $71.4M | Put options by funds: $115M

39.29% less ownership

Funds ownership: 370.7% → 331.42% (-39%)

Holders
192
Holders Change
+16
Holders Change %
+9.09%
% of All Funds
4.39%
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

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$96.3M
2
Citigroup
Citigroup
New York
+$49.1M
3
PWAG
Polaris Wealth Advisory Group
California
+$13.9M
4
HCM
Howard Capital Management
Georgia
+$12.9M
5
TRCT
Tower Research Capital (TRC)
New York
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$129M
2
Morgan Stanley
Morgan Stanley
New York
-$51.6M
3
SCM
Sandler Capital Management
New York
-$24.1M
4
SG Americas Securities
SG Americas Securities
New York
-$17.5M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$351K – – –
PIM
127
Parker Investment Management
California
$341K +$326K +8,330 New
SFA
128
Sequoia Financial Advisors
Ohio
$339K – – –
SS
129
Sunbelt Securities
Texas
$332K +$978 +25 +0.3%
HIC
130
Holderness Investments Company
North Carolina
$326K +$29.4K +750 +10%
Bessemer Group
131
Bessemer Group
New Jersey
$324K +$25.4K +650 +9%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$309K -$96.7K -2,470 -25%
HFS
133
HL Financial Services
Kentucky
$302K +$288K +7,355 New
FNBT
134
FineMark National Bank & Trust
Florida
$297K – – –
KIA
135
KCM Investment Advisors
California
$288K +$275K +7,030 New
M&T Bank
136
M&T Bank
New York
$285K -$32.5K -830 -11%
FA
137
FDx Advisors
Illinois
$280K +$267K +6,825 New
CWM
138
Catamount Wealth Management
Connecticut
$265K +$248K +6,325 +4,217%
IA
139
IFP Advisors
Florida
$257K – – –
FIM
140
Freedom Investment Management
Connecticut
$243K -$27.4K -700 -10%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$233K +$223K +5,695 New
WP
142
WealthSource Partners
California
$232K +$222K +5,665 New
CIBC World Market
143
CIBC World Market
Ontario, Canada
$228K -$32.3K -825 -13%
WP
144
WealthPLAN Partners
Nebraska
$208K +$1.76K +45 +0.7%
HB
145
Homrich & Berg
Georgia
$205K +$196K +5,000 New
TWM
146
Torch Wealth Management
Ohio
$205K +$196K +5,000 New
SBSB
147
Sullivan, Bruyette, Speros & Blaney
Virginia
$202K +$193K +4,920 New
VFA
148
Valeo Financial Advisors
Indiana
$201K – – –
CS
149
Comerica Securities
Michigan
$201K +$192K +4,915 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$168K -$54K -1,380 -25%
4 5
6
7 8

IGV Hedge Fund Activity: Q3 2018 in Review

192 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2018, worth a combined $1.48B — up 11% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGV positions and 13 closed out — a net gain of 17 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $96.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $129M sold.

  • 192 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2018, up from 176 in Q2 2018.
  • Funds reported $1.48B of iShares Expanded Tech-Software Sector ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 30 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2018 was Goldman Sachs, an estimated $96.3M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2018 was Bank of Nova Scotia, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2018.