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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

270 hedge funds and large institutions have $1.99B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
61
Increased
103
Reduced
74
Closed
45
Calls
$342M
Puts
$927M
Net Calls
-$586M
Net Calls Change
-$44.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$82.3M
2
Wells Fargo
Wells Fargo
California
+$33.6M
3
HHMI
Howard Hughes Medical Institute
Maryland
+$32.6M
4
CMO
Covenant Multifamily Offices
Texas
+$27.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.4M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$141M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
Goldman Sachs
Goldman Sachs
New York
-$45.7M
4
CFG
CMC Financial Group
Georgia
-$34.2M
5
MIH
Meitav Investment House
Israel
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
151
HBK Sorce Advisory
Pennsylvania
$527K +$527K +12,525 New
MA
152
MYDA Advisors
New York
$526K +$526K +12,500 New
PJB
153
Paul John Balson
California
$524K +$524K +12,465 New
IFS
154
Ifrah Financial Services
Arkansas
$508K +$306K +7,280 +152%
PWM
155
Perigon Wealth Management
California
$501K -$15.8K -360 -3%
WWM
156
WT Wealth Management
Arizona
$495K +$57.8K +1,375 +13%
TSS
157
Two Sigma Securities
New York
$495K +$495K +11,775 New
NL
158
NVWM LLC
Pennsylvania
$494K +$19.8K +470 +4%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$484K – – –
PA
160
Pinnacle Associates
New York
$478K +$478K +11,370 New
HMS
161
Hanseatic Management Services
New Mexico
$471K +$471K +11,190 New
PCS
162
Personal CFO Solutions
New Jersey
$458K -$22.7K -540 -5%
AWM
163
AE Wealth Management
Kansas
$457K +$35.5K +845 +8%
SIC
164
Salem Investment Counselors
North Carolina
$450K +$6.31K +150 +1%
NF
165
Nikulski Financial
Iowa
$448K +$448K +10,650 New
GVAG
166
Great Valley Advisor Group
Delaware
$414K +$21.4K +510 +5%
BAM
167
Bruderman Asset Management
New York
$402K -$2.35M -58,685 -85%
AFC
168
AFT Forsyth & Company
Florida
$398K +$19.3K +460 +5%
IP
169
Intellectus Partners
California
$396K -$101K -2,395 -20%
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$389K -$2.62M -62,250 -87%
CFA
171
Carroll Financial Associates
North Carolina
$382K -$193K -4,590 -34%
MBT
172
Montecito Bank & Trust
California
$371K +$371K +8,825 New
RCA
173
Ranch Capital Advisors
Florida
$370K +$317K +7,550 +597%
FFM
174
Fullerton Fund Management
Singapore
$351K +$351K +8,350 New
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$347K -$1.23M -29,255 -78%
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