iShares Expanded Tech-Software Sector ETF
271 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, 104 increasing their positions, 74 reducing their positions, and 45 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 74
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
36% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 45
4% more funds holding
Funds holding: 260 → 271 (+11)
13% less capital invested
Capital invested by funds: $2.29B → $1.99B (-$297M)
63% less call options, than puts
Call options by funds: $342M | Put options by funds: $927M
83.84% less ownership
Funds ownership: 405.99% → 322.15% (-84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$92.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$37.8M |
| 3 |
HHMI
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
+$36.6M |
| 4 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
+$30.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$141M |
| 2 |
Morgan Stanley
New York
|
-$117M |
| 3 |
Goldman Sachs
New York
|
-$51.4M |
| 4 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$34.2M |
| 5 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$29.7M |
IGV Hedge Fund Activity: Q1 2020 in Review
271 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q1 2020, worth a combined $1.99B — down 13% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IGV positions and 45 closed out — a net gain of 16 holders — while 104 added to existing stakes and 74 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $92.5M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $141M sold.
- 271 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q1 2020, up from 260 in Q4 2019.
- Funds reported $1.99B of iShares Expanded Tech-Software Sector ETF stock for Q1 2020, down 13% quarter-over-quarter.
- 61 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q1 2020 and 45 closed out, a net change of +16 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $92.5M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $141M sold.
Based on aggregated 13F filings for Q1 2020.