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iShares Expanded Tech-Software Sector ETF
IGV

350 hedge funds and large institutions have $3.7B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

18.39% more ownership

Funds ownership: 331.23% → 349.62% (+18%)

15% more capital invested

Capital invested by funds: $3.22B → $3.7B (+$481M)

14% more call options, than puts

Call options by funds: $747M | Put options by funds: $658M

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

6% more funds holding

Funds holding: 331 → 350 (+19)

Holders
350
Holders Change
+19
Holders Change %
+5.74%
% of All Funds
7.06%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.54%
New
56
Increased
126
Reduced
111
Closed
36
Calls
$747M
Puts
$658M
Net Calls
+$89.5M
Net Calls Change
+$408M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$87.4M
2
Goldman Sachs
Goldman Sachs
New York
+$75.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$68.2M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$25.7M
5
BlackRock
BlackRock
New York
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
HHMI
Howard Hughes Medical Institute
Maryland
-$44.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$30.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$25.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.9M
5
ECM
ExodusPoint Capital Management
New York
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NF
176
Nikulski Financial
Iowa
$873K +$119K +1,975 +16%
HSA
177
HBK Sorce Advisory
Pennsylvania
$868K +$12K +200 +1%
PWM
178
Perigon Wealth Management
California
$865K +$123K +2,040 +17%
CAN
179
Claraphi Advisory Network
United States
$860K +$300 +5 +0%
APA
180
American Portfolios Advisors
New York
$858K +$97K +1,615 +13%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$851K +$792K +13,185 +2,637%
CAG
182
Csenge Advisory Group
Florida
$841K -$6.48M -107,850 -89%
CS
183
Cannell & Spears
New York
$817K – – –
RSWM
184
Robertson Stephens Wealth Management
California
$801K – – –
ICM
185
Intrepid Capital Management
Florida
$796K -$141K -2,350 -16%
WWM
186
WT Wealth Management
Arizona
$788K +$5.41K +90 +0.7%
MCM
187
Murphy Capital Management
New Jersey
$784K -$90.1K -1,500 -11%
IIA
188
IPG Investment Advisors
California
$773K +$746K +12,425 New
SWM
189
Segment Wealth Management
Texas
$770K +$82.6K +1,375 +13%
CPC
190
Cookson Peirce & Co
Pennsylvania
$763K -$105K -1,745 -12%
HCIA
191
Hochman Cole Investment Advisors
Illinois
$751K +$725K +12,070 New
AFC
192
AFT Forsyth & Company
Florida
$745K +$79.6K +1,325 +12%
KA
193
Kovack Advisors
Florida
$740K -$3.3K -55 -0.5%
NFG
194
Next Financial Group
Texas
$734K +$412K +6,855 +139%
IFS
195
Ifrah Financial Services
Arkansas
$714K -$12.3K -205 -2%
FFM
196
Fullerton Fund Management
Singapore
$711K +$185K +3,075 +37%
PA
197
Pinnacle Associates
New York
$707K – – –
BFC
198
Blue Fin Capital
Rhode Island
$699K +$178K +2,960 +36%
SC
199
Scotia Capital
Ontario, Canada
$699K +$306K +5,095 +83%
TRCT
200
Tower Research Capital (TRC)
New York
$698K +$555K +9,240 +465%
6 7
8
9 10

IGV Hedge Fund Activity: Q3 2020 in Review

350 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2020, worth a combined $3.7B — up 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IGV positions and 36 closed out — a net gain of 20 holders — while 126 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.4M. The largest seller was Howard Hughes Medical Institute, exiting entirely with an estimated $44.1M sold.

  • 350 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2020, up from 331 in Q2 2020.
  • Funds reported $3.7B of iShares Expanded Tech-Software Sector ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 56 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2020 and 36 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2020 was Morgan Stanley, an estimated $87.4M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2020 was Howard Hughes Medical Institute, an estimated $44.1M sold.

Based on aggregated 13F filings for Q3 2020.