IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

259 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, 69 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+36
Holders Change %
+16.14%
% of All Funds
5.11%
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
69
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$196M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$93M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$47M
4
MIH
Meitav Investment House
Israel
+$42.5M
5
CFG
CMC Financial Group
Georgia
+$34.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$58.2M
3
CI
Clal Insurance
Israel
-$43.2M
4
CM
Churchill Management
California
-$24.1M
5
JCM
Janney Capital Management
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSMC
126
Jess S. Morgan & Co
California
$754K +$754K +16,180 New
Barclays
127
Barclays
United Kingdom
$750K +$727K +15,600 +3,184%
IA
128
IFG Advisory
Georgia
$742K +$49.6K +1,065 +7%
LFS
129
Legacy Financial Strategies
Kansas
$738K +$738K +15,830 New
CAN
130
Claraphi Advisory Network
United States
$712K -$31.9K -685 -4%
WWM
131
Western Wealth Management
Colorado
$711K -$2.93M -62,855 -80%
SWP
132
Stratos Wealth Partners
Ohio
$699K +$158K +3,395 +29%
William Blair & Company
133
William Blair & Company
Illinois
$682K +$681K +14,620 +73,100%
MCM
134
Murphy Capital Management
New Jersey
$664K – – –
Cerity Partners
135
Cerity Partners
New York
$658K +$658K +14,130 New
BBHC
136
Brown Brothers Harriman & Co
New York
$655K – – –
DC
137
Davenport & Co
Virginia
$641K +$10.5K +225 +2%
CFA
138
Carroll Financial Associates
North Carolina
$637K -$50.5K -1,085 -7%
CS
139
Cannell & Spears
New York
$618K – – –
TWP
140
Tempus Wealth Planning
California
$584K +$584K +12,530 New
SS
141
Sunbelt Securities
Texas
$570K +$198K +4,245 +53%
PWM
142
Perigon Wealth Management
California
$562K – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$558K – – –
EP
144
Eudaimonia Partners
Tennessee
$555K +$555K +11,905 New
AllianceBernstein
145
AllianceBernstein
Tennessee
$551K +$551K +11,825 New
IP
146
Intellectus Partners
California
$550K -$11.6K -250 -2%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$536K +$536K +11,500 New
PCS
148
Personal CFO Solutions
New Jersey
$533K +$26.1K +560 +5%
NL
149
NVWM LLC
Pennsylvania
$525K -$3.73K -80 -0.7%
WA
150
WBH Advisory
Maryland
$524K – – –
4 5
6
7 8