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iShares Expanded Tech-Software Sector ETF

331 hedge funds and large institutions have $3.22B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 118 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 24

62% more capital invested

Capital invested by funds: $1.99B → $3.22B (+$1.23B)

51% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 78

22% more funds holding

Funds holding: 271331 (+60)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

9.08% more ownership

Funds ownership: 322.15%331.23% (+9.1%)

33% less call options, than puts

Call options by funds: $658M | Put options by funds: $976M

Holders
331
Holders Change
+60
Holders Change %
+22.14%
% of All Funds
6.79%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.45%
New
87
Increased
118
Reduced
78
Closed
24
Calls
$658M
Puts
$976M
Net Calls
-$319M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
126
Alpine Woods Capital Investors
New York
$1.51M
NL
127
NVWM LLC
Pennsylvania
$1.49M +$729K +14,530 +124%
Creative Planning
128
Creative Planning
Kansas
$1.49M +$19.1K +380 +1%
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$1.48M +$662K +13,210 +103%
CPIG
130
Chicago Partners Investment Group
Illinois
$1.41M +$546K +10,895 +81%
NSLI
131
Nan Shan Life Insurance
Taiwan
$1.4M -$4.17M -83,125 -77%
EP
132
Eudaimonia Partners
Tennessee
$1.38M +$529K +10,540 +77%
WP
133
WMS Partners
Maryland
$1.37M -$38.9K -775 -3%
SFS
134
Sowell Financial Services
Arkansas
$1.35M +$301K +6,005 +34%
EH
135
Equitable Holdings
New York
$1.35M +$306K +6,110 +35%
IA
136
IFG Advisory
Georgia
$1.32M +$86.5K +1,725 +8%
RJT
137
Raymond James Trust
Florida
$1.31M +$8.02K +160 +0.7%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$113K -2,260 -9%
LFA
139
Lighthouse Financial Advisors
Maryland
$1.26M +$822K +16,400 +282%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$1.21M
UR
141
USCA RIA
Texas
$1.21M +$27.1K +540 +3%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$1.16M -$69.2K -1,380 -6%
WFA
143
Wellspring Financial Advisors
Ohio
$1.15M +$66.4K +1,325 +7%
HH
144
Hilltop Holdings
Texas
$1.15M +$1.01M +20,230 New
EWA
145
EP Wealth Advisors
California
$1.12M -$149K -2,965 -13%
SS
146
Sunbelt Securities
Texas
$1.12M +$342K +6,825 +53%
WC
147
Westwind Capital
New Mexico
$1.11M -$139K -2,775 -12%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$1.08M -$37.6K -750 -4%
PA
149
Parallel Advisors
California
$1.07M +$205K +4,090 +28%
GCA
150
Genesee Capital Advisors
New York
$1.05M -$108K -2,150 -10%

IGV Hedge Fund Activity: Q2 2020 in Review

331 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2020, worth a combined $3.22B — up 62% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IGV positions and 24 closed out — a net gain of 63 holders — while 118 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $77.2M.

  • 331 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2020, up from 271 in Q1 2020.
  • Funds reported $3.22B of iShares Expanded Tech-Software Sector ETF stock for Q2 2020, up 62% quarter-over-quarter.
  • 87 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2020 and 24 closed out, a net change of +63 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2020 was Bank of America, an estimated $243M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2020 was Morgan Stanley, an estimated $77.2M sold.

Based on aggregated 13F filings for Q2 2020.