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iShares Expanded Tech-Software Sector ETF

260 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, 70 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

62.29% more ownership

Funds ownership: 343.7%405.99% (+62%)

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $1.81B → $2.29B (+$482M)

16% more funds holding

Funds holding: 224260 (+36)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $135M | Put options by funds: $676M

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
5.12%
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
70
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$760K +$188K +4,250 +35%
JSMC
127
Jess S. Morgan & Co
California
$754K +$717K +16,180 New
Barclays
128
Barclays
United Kingdom
$750K +$692K +15,600 +3,184%
IA
129
IFG Advisory
Georgia
$742K +$47.2K +1,065 +7%
LFS
130
Legacy Financial Strategies
Kansas
$738K +$702K +15,830 New
CAN
131
Claraphi Advisory Network
United States
$712K -$30.4K -685 -4%
WWM
132
Western Wealth Management
Colorado
$711K -$2.79M -62,855 -80%
SWP
133
Stratos Wealth Partners
Ohio
$699K +$151K +3,395 +29%
William Blair & Company
134
William Blair & Company
Illinois
$682K +$648K +14,620 +73,100%
MCM
135
Murphy Capital Management
New Jersey
$664K
Cerity Partners
136
Cerity Partners
New York
$658K +$626K +14,130 New
BBHC
137
Brown Brothers Harriman & Co
New York
$655K
DC
138
Davenport & Co
Virginia
$641K +$9.98K +225 +2%
CFA
139
Carroll Financial Associates
North Carolina
$637K -$48.1K -1,085 -7%
CS
140
Cannell & Spears
New York
$618K
TWP
141
Tempus Wealth Planning
California
$584K +$556K +12,530 New
SS
142
Sunbelt Securities
Texas
$570K +$188K +4,245 +53%
PWM
143
Perigon Wealth Management
California
$562K
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$558K
EP
145
Eudaimonia Partners
Tennessee
$555K +$528K +11,905 New
AllianceBernstein
146
AllianceBernstein
Tennessee
$551K +$524K +11,825 New
IP
147
Intellectus Partners
California
$550K -$11.1K -250 -2%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$536K +$510K +11,500 New
PCS
149
Personal CFO Solutions
New Jersey
$533K +$24.8K +560 +5%
NL
150
NVWM LLC
Pennsylvania
$525K -$3.55K -80 -0.7%

IGV Hedge Fund Activity: Q4 2019 in Review

260 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2019, worth a combined $2.29B — up 27% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IGV positions and 32 closed out — a net gain of 40 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 260 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2019, up from 224 in Q3 2019.
  • Funds reported $2.29B of iShares Expanded Tech-Software Sector ETF stock for Q4 2019, up 27% quarter-over-quarter.
  • 72 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2019 and 32 closed out, a net change of +40 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2019 was Morgan Stanley, an estimated $186M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2019 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.