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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

270 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, 103 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
61
Increased
103
Reduced
74
Closed
45
Calls
$342M
Puts
$927M
Net Calls
-$586M
Net Calls Change
-$44.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$82.3M
2
Wells Fargo
Wells Fargo
California
+$33.6M
3
HHMI
Howard Hughes Medical Institute
Maryland
+$32.6M
4
CMO
Covenant Multifamily Offices
Texas
+$27.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.4M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$141M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
Goldman Sachs
Goldman Sachs
New York
-$45.7M
4
CFG
CMC Financial Group
Georgia
-$34.2M
5
MIH
Meitav Investment House
Israel
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
176
Partnervest Advisory Services
California
$338K +$338K +8,025 New
Deutsche Bank
177
Deutsche Bank
Germany
$329K +$148K +3,525 +82%
BFS
178
Bradley Foster & Sargent
Connecticut
$326K – – –
FAAS
179
First Allied Advisory Services
California
$326K +$39.1K +930 +14%
CWM
180
Calamos Wealth Management
Illinois
$310K +$310K +7,365 New
WA
181
Winfield Associates
Ohio
$308K +$308K +7,335 New
WWM
182
WJ Wealth Management
Arizona
$306K -$83.1K -1,975 -21%
Bessemer Group
183
Bessemer Group
New Jersey
$305K – – –
FNBT
184
FineMark National Bank & Trust
Florida
$305K – – –
JGC
185
J. Goldman & Co
New York
$292K +$292K +6,940 New
Citadel Advisors
186
Citadel Advisors
Florida
$285K -$6.5M -154,335 -96%
TSWM
187
Triangle Securities Wealth Management
North Carolina
$282K +$80.3K +1,910 +40%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$281K +$281K +6,690 New
KA
189
Kovack Advisors
Florida
$276K -$33.7K -800 -11%
VAS
190
Vestmark Advisory Solutions
Massachusetts
$272K +$272K +6,475 New
M&T Bank
191
M&T Bank
New York
$262K +$262K +6,225 New
GDP
192
Great Diamond Partners
Maine
$259K -$37.6K -895 -13%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$258K -$10.1K -240 -4%
BRWA
194
B. Riley Wealth Advisors
Florida
$255K +$30.9K +735 +14%
SPL
195
Smart Portfolios LLC
Washington
$252K – – –
SFA
196
Sequoia Financial Advisors
Ohio
$246K – – –
LFA
197
Lighthouse Financial Advisors
Maryland
$244K +$244K +5,810 New
CIBC World Market
198
CIBC World Market
Ontario, Canada
$243K +$243K +5,780 New
CTA
199
Colonial Trust Advisors
South Carolina
$243K +$243K +5,780 New
Cerity Partners
200
Cerity Partners
New York
$242K -$352K -8,370 -59%
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