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iShares Expanded Tech-Software Sector ETF
IGV

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: 271 → 331 (+60)

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$243M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$138M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$63M
4
JP Morgan Chase
JP Morgan Chase
New York
+$62.8M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$77.2M
2
Wells Fargo
Wells Fargo
California
-$27.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.5M
4
Goldman Sachs
Goldman Sachs
New York
-$24.3M
5
TH
Timber Hill
Connecticut
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
151
Parker Investment Management
California
$1.05M +$924K +18,435 New
CGA
152
Crescent Grove Advisors
Illinois
$1.04M +$915K +18,250 New
TCWM
153
Total Clarity Wealth Management
Illinois
$1.02M +$35.9K +715 +4%
VWM
154
Venturi Wealth Management
Texas
$1.02M -$476K -9,500 -35%
AWM
155
AE Wealth Management
Kansas
$1.01M +$351K +6,990 +64%
PJB
156
Paul John Balson
California
$1M +$257K +5,115 +41%
BCM
157
Barometer Capital Management
Ontario, Canada
$995K +$878K +17,500 New
AF
158
Apexium Financial
Texas
$976K +$861K +17,160 New
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$974K +$524K +10,450 +156%
CNBTD
160
Citizens National Bank Trust Department
Mississippi
$969K +$27.8K +555 +3%
VC
161
Vicus Capital
Pennsylvania
$956K -$219K -4,360 -21%
BAM
162
Belpointe Asset Management
Nevada
$943K -$148K -2,945 -15%
JIP
163
Jaffetilchin Investment Partners
Florida
$937K +$827K +16,490 New
WWM
164
Western Wealth Management
Colorado
$926K +$61.7K +1,230 +8%
CCG
165
Chatham Capital Group
Georgia
$873K +$7.52K +150 +1%
JSMC
166
Jess S. Morgan & Co
California
$870K -$75.7K -1,510 -9%
ICM
167
Intrepid Capital Management
Florida
$861K -$106K -2,120 -12%
WDL
168
Well Done LLC
Michigan
$861K +$54.7K +1,090 +8%
GTAM
169
Global Trust Asset Management
Florida
$853K +$752K +15,000 New
IP
170
Intellectus Partners
California
$825K +$256K +5,100 +54%
WWM
171
WJ Wealth Management
Arizona
$824K +$365K +7,275 +100%
SWP
172
Stratos Wealth Partners
Ohio
$802K +$6.52K +130 +0.9%
MCM
173
Murphy Capital Management
New Jersey
$801K – – –
CPC
174
Cookson Peirce & Co
Pennsylvania
$797K -$186K -3,710 -21%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$791K +$121K +2,420 +21%
5 6
7
8 9

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.