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iShares Expanded Tech-Software Sector ETF
IGV

207 hedge funds and large institutions have $1.84B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

59% more capital invested

Capital invested by funds: $1.16B → $1.84B (+$680M)

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

11% more funds holding

Funds holding: 186 → 207 (+21)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

4.29% more ownership

Funds ownership: 332.11% → 336.39% (+4.3%)

56% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $162M

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
4.48%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.32%
New
54
Increased
69
Reduced
54
Closed
30
Calls
$71.9M
Puts
$162M
Net Calls
-$90.1M
Net Calls Change
-$104M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$105M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$103M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.3M
4
Bank of America
Bank of America
North Carolina
+$62.3M
5
CM
Churchill Management
California
+$26.1M

Top Sellers

1
TH
Timber Hill
Connecticut
-$59.2M
2
Citigroup
Citigroup
New York
-$49.5M
3
MMEA
Main Management ETF Advisors
California
-$10.3M
4
Morgan Stanley
Morgan Stanley
New York
-$8.97M
5
MM
Main Management
California
-$7.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
151
Kovack Advisors
Florida
$286K +$267K +6,775 New
Prudential Financial
152
Prudential Financial
New Jersey
$266K -$1.07M -27,210 -81%
WP
153
WealthSource Partners
California
$263K +$246K +6,235 New
SPL
154
Smart Portfolios LLC
Washington
$253K – – –
CWM
155
Catamount Wealth Management
Connecticut
$248K -$10.9K -275 -4%
KIA
156
KCM Investment Advisors
California
$247K -$154K -3,895 -40%
SFA
157
Sequoia Financial Advisors
Ohio
$237K +$222K +5,625 New
SS
158
Simplicity Solutions
Minnesota
$219K +$205K +5,200 New
IFS
159
Ifrah Financial Services
Arkansas
$213K +$199K +5,045 New
WS
160
Wedbush Securities
California
$212K +$198K +5,025 New
BSG
161
Black Swift Group
Colorado
$211K +$197K +5,000 New
TWM
162
Torch Wealth Management
Ohio
$211K +$197K +5,000 New
BRWM
163
B. Riley Wealth Management
Tennessee
$210K +$197K +4,990 New
CS
164
Comerica Securities
Michigan
$207K +$194K +4,915 New
SBSB
165
Sullivan, Bruyette, Speros & Blaney
Virginia
$207K +$194K +4,920 New
HTC
166
Haverford Trust Company
Pennsylvania
$206K +$192K +4,875 New
ATC
167
Argent Trust Co
Tennessee
$204K +$191K +4,850 New
CWA
168
Clarus Wealth Advisors
Arizona
$178K +$167K +4,230 New
NFG
169
Next Financial Group
Texas
$161K -$300K -7,605 -67%
NFH
170
NEXT Financial Holdings
Texas
$161K +$151K +3,825 New
PCM
171
Princeton Capital Management
New Jersey
$159K – – –
US Bancorp
172
US Bancorp
Minnesota
$154K +$90.2K +2,285 +167%
WCM
173
WealthBridge Capital Management
Ohio
$123K +$59.2K +1,500 +109%
BFEC
174
Benjamin F. Edwards & Company
Missouri
$97K +$91K +2,305 New
W
175
WealthStone
Ohio
$87K +$81.9K +2,075 New
5 6
7
8 9

IGV Hedge Fund Activity: Q1 2019 in Review

207 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2019, worth a combined $1.84B — up 59% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGV positions and 30 closed out — a net gain of 24 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $105M. The largest seller was Timber Hill, cutting an estimated $59.2M.

  • 207 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2019, up from 186 in Q4 2018.
  • Funds reported $1.84B of iShares Expanded Tech-Software Sector ETF stock for Q1 2019, up 59% quarter-over-quarter.
  • 54 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2019 and 30 closed out, a net change of +24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2019 was Bank of Montreal, an estimated $105M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2019 was Timber Hill, an estimated $59.2M sold.

Based on aggregated 13F filings for Q1 2019.