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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
WA
151
WBH Advisory
Maryland
$524K
CPIG
152
Chicago Partners Investment Group
Illinois
$523K +$22.2K +500 +5%
NCM
153
Niemann Capital Management
Nevada
$515K +$490K +11,060 New
SIC
154
Salem Investment Counselors
North Carolina
$491K -$2.66K -60 -0.6%
WWM
155
WT Wealth Management
Arizona
$484K +$31K +700 +7%
AWM
156
AE Wealth Management
Kansas
$467K -$6.65K -150 -1%
GKWIM
157
Gerber Kawasaki Wealth & Investment Management
California
$464K +$26.4K +595 +6%
CAN
158
Cetera Advisor Networks
California
$460K +$59.4K +1,340 +16%
GVAG
159
Great Valley Advisor Group
Delaware
$435K +$414K +9,335 New
APA
160
American Portfolios Advisors
New York
$432K +$2.22K +50 +0.5%
WWM
161
WJ Wealth Management
Arizona
$431K +$410K +9,250 New
AFC
162
AFT Forsyth & Company
Florida
$420K +$89.8K +2,025 +29%
CCB
163
Cutter & Co Brokerage
Missouri
$404K -$40.1K -905 -9%
Prudential Financial
164
Prudential Financial
New Jersey
$385K -$135K -3,055 -27%
BFS
165
Bradley Foster & Sargent
Connecticut
$361K -$111K -2,500 -24%
FIM
166
Freedom Investment Management
Connecticut
$358K +$341K +7,680 New
IWC
167
Integrated Wealth Concepts
Massachusetts
$358K +$341K +7,690 New
AP
168
Advisor Partners
California
$355K -$151K -3,410 -32%
CG
169
Cutler Group
California
$349K -$2.13M -48,000 -86%
KA
170
Kovack Advisors
Florida
$343K -$4.66K -105 -1%
Bessemer Group
171
Bessemer Group
New Jersey
$338K
FNBT
172
FineMark National Bank & Trust
Florida
$338K
GDP
173
Great Diamond Partners
Maine
$329K +$313K +7,060 New
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$301K +6,780 New
FAAS
175
First Allied Advisory Services
California
$315K -$19.5K -440 -6%

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.