IGV icon

iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

259 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, 69 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+36
Holders Change %
+16.14%
% of All Funds
5.11%
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
69
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$196M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$93M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$47M
4
MIH
Meitav Investment House
Israel
+$42.5M
5
CFG
CMC Financial Group
Georgia
+$34.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$58.2M
3
CI
Clal Insurance
Israel
-$43.2M
4
CM
Churchill Management
California
-$24.1M
5
JCM
Janney Capital Management
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
176
F3Logic
Minnesota
$299K +$299K +6,400 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$298K +$29.2K +625 +11%
BBVA
178
Banco Bilbao Vizcaya Argentaria
Spain
$294K +$294K +6,325 New
SPL
179
Smart Portfolios LLC
Washington
$280K – – –
SC
180
Scotia Capital
Ontario, Canada
$276K +$932 +20 +0.3%
SFA
181
Sequoia Financial Advisors
Ohio
$273K +$10.5K +225 +4%
BAM
182
Belpointe Asset Management
Nevada
$266K +$5.83K +125 +2%
GIA
183
Gladstone Institutional Advisory
Florida
$261K -$48.8K -1,045 -16%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$258K -$15.6K -335 -6%
HIC
185
Holderness Investments Company
North Carolina
$252K +$5.83K +125 +2%
BRWA
186
B. Riley Wealth Advisors
Florida
$248K +$248K +5,325 New
CAG
187
Crestwood Advisors Group
Massachusetts
$245K -$17.5K -375 -7%
LRIA
188
Leonard Rickey Investment Advisors
Washington
$244K -$6.99K -150 -3%
MCCP
189
Mission Creek Capital Partners
California
$243K +$243K +5,220 New
PCM
190
Princeton Capital Management
New Jersey
$242K – – –
AI
191
Atria Investments
North Carolina
$238K +$238K +5,115 New
TWM
192
Torch Wealth Management
Ohio
$233K – – –
FGAM
193
Financial Gravity Asset Management
Texas
$233K +$233K +925 New
TWA
194
TCI Wealth Advisors
Arizona
$233K +$233K +5,000 New
CAS
195
Cascadia Advisory Services
Oregon
$230K +$230K +4,925 New
CS
196
Comerica Securities
Michigan
$229K – – –
SBSB
197
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K – – –
HTC
198
Haverford Trust Company
Pennsylvania
$227K – – –
DIA
199
Dana Investment Advisors
Wisconsin
$226K – – –
LFPWM
200
Leicht Financial Planning & Wealth Management
New Jersey
$224K -$65.6K -1,405 -23%
6 7
8
9 10