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iShares Expanded Tech-Software Sector ETF
IGV

192 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech-Software Sector ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $1.33B → $1.48B (+$147M)

9% more funds holding

Funds holding: 176 → 192 (+16)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

38% less call options, than puts

Call options by funds: $71.4M | Put options by funds: $115M

39.29% less ownership

Funds ownership: 370.7% → 331.42% (-39%)

Holders
192
Holders Change
+16
Holders Change %
+9.09%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
30
Increased
77
Reduced
50
Closed
13
Calls
$71.4M
Puts
$115M
Net Calls
-$44M
Net Calls Change
-$74.7M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$96.3M
2
Citigroup
Citigroup
New York
+$49.1M
3
PWAG
Polaris Wealth Advisory Group
California
+$13.9M
4
HCM
Howard Capital Management
Georgia
+$12.9M
5
TRCT
Tower Research Capital (TRC)
New York
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$129M
2
Morgan Stanley
Morgan Stanley
New York
-$51.6M
3
SCM
Sandler Capital Management
New York
-$24.1M
4
SG Americas Securities
SG Americas Securities
New York
-$17.5M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$19K -$19.6K -500 -52%
FHA
177
Flagship Harbor Advisors
Massachusetts
$19K – – –
GRP
178
Global Retirement Partners
California
$19K +$18K +460 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.4K +445 New
CAG
180
Csenge Advisory Group
Florida
$14K +$15.8K +405 New
WEC
181
Winslow Evans & Crocker
Massachusetts
$12K – – –
RPG
182
Risk Paradigm Group
Texas
$11.1K -$78.5K -2,005 -88%
HT
183
Heritage Trust
Oklahoma
$11K – – –
BWM
184
Baystate Wealth Management
Massachusetts
$10K – – –
AF
185
Allworth Financial
California
$7K – – –
HR
186
Howe & Rusling
New York
$5K – – –
BWL
187
Bogart Wealth LLC
Virginia
$3K – – –
FANJ
188
Financial Architects (New Jersey)
New Jersey
$2K +$2.15K +55 New
TFA
189
Transamerica Financial Advisors
Florida
$1K – – –
CF
190
Centaurus Financial
California
$203 -$238K -6,085 -100%
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
– -$129M -3,535,925 Closed
MGIA
192
Matthew Goff Investment Advisor
Texas
– -$9.77M -984,615 Closed
SCM
193
Sandler Capital Management
New York
– -$24.1M -660,000 Closed
Citadel Advisors
194
Citadel Advisors
Florida
– -$6.95M -190,295 Closed
Hudson Bay Capital Management
195
Hudson Bay Capital Management
Connecticut
– -$1.56M -42,670 Closed
Marshall Wace
196
Marshall Wace
United Kingdom
– -$1M -27,500 Closed
HCM
197
Highbridge Capital Management
New York
– -$767K -21,000 Closed
BCP
198
Blackhawk Capital Partners
Wisconsin
– -$579K -15,850 Closed
Millennium Management
199
Millennium Management
New York
– -$201K -5,505 Closed
BWP
200
Baldwin Wealth Partners
Massachusetts
– -$37K -1,000 Closed
5 6 7
8
9

IGV Hedge Fund Activity: Q3 2018 in Review

192 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2018, worth a combined $1.48B — up 11% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGV positions and 13 closed out — a net gain of 17 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $96.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $129M sold.

  • 192 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2018, up from 176 in Q2 2018.
  • Funds reported $1.48B of iShares Expanded Tech-Software Sector ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 30 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2018 and 13 closed out, a net change of +17 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2018 was Goldman Sachs, an estimated $96.3M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2018 was Bank of Nova Scotia, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2018.