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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
Bank of New York Mellon
176
Bank of New York Mellon
New York
$304K -$1.13M -25,385 -80%
F
177
F3Logic
Minnesota
$299K +$284K +6,400 New
BFEC
178
Benjamin F. Edwards & Company
Missouri
$298K +$27.7K +625 +11%
BBVA
179
Banco Bilbao Vizcaya Argentaria
Spain
$294K +$280K +6,325 New
SPL
180
Smart Portfolios LLC
Washington
$280K
SC
181
Scotia Capital
Ontario, Canada
$276K +$887 +20 +0.3%
SFA
182
Sequoia Financial Advisors
Ohio
$273K +$9.98K +225 +4%
BAM
183
Belpointe Asset Management
Nevada
$266K +$5.54K +125 +2%
GIA
184
Gladstone Institutional Advisory
Florida
$261K -$46.3K -1,045 -16%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$258K -$14.9K -335 -6%
HIC
186
Holderness Investments Company
North Carolina
$252K +$5.54K +125 +2%
BRWA
187
B. Riley Wealth Advisors
Florida
$248K +$236K +5,325 New
CAG
188
Crestwood Advisors Group
Massachusetts
$245K -$16.6K -375 -7%
LRIA
189
Leonard Rickey Investment Advisors
Washington
$244K -$6.65K -150 -3%
MCCP
190
Mission Creek Capital Partners
California
$243K +$231K +5,220 New
PCM
191
Princeton Capital Management
New Jersey
$242K
AI
192
Atria Investments
North Carolina
$238K +$227K +5,115 New
TWM
193
Torch Wealth Management
Ohio
$233K
FGAM
194
Financial Gravity Asset Management
Texas
$233K +$41K +925 New
TWA
195
TCI Wealth Advisors
Arizona
$233K +$222K +5,000 New
CAS
196
Cascadia Advisory Services
Oregon
$230K +$218K +4,925 New
CS
197
Comerica Securities
Michigan
$229K
SBSB
198
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K
HTC
199
Haverford Trust Company
Pennsylvania
$227K
DIA
200
Dana Investment Advisors
Wisconsin
$226K

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.