iShares Expanded Tech-Software Sector ETF
192 hedge funds and large institutions have $1.48B invested in iShares Expanded Tech-Software Sector ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 13 closing their positions.
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
54% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 50
11% more capital invested
Capital invested by funds: $1.33B → $1.48B (+$147M)
9% more funds holding
Funds holding: 176 → 192 (+16)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
38% less call options, than puts
Call options by funds: $71.4M | Put options by funds: $115M
39.29% less ownership
Funds ownership: 370.7% → 331.42% (-39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$96.3M |
| 2 |
Citigroup
New York
|
+$49.1M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$13.9M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$12.9M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$129M |
| 2 |
Morgan Stanley
New York
|
-$51.6M |
| 3 |
SCM
Sandler Capital Management
New York
|
-$24.1M |
| 4 |
SG Americas Securities
New York
|
-$17.5M |
| 5 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$9.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
201
Bay Colony Advisors
Concord,
Massachusetts
| – | -$12K | -315 | Closed |
|
|
BFEC
202
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -95 | Closed |
|
203
William Blair & Company
Chicago,
Illinois
| – | -$3K | -75 | Closed |
|
IGV Hedge Fund Activity: Q3 2018 in Review
192 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q3 2018, worth a combined $1.48B — up 11% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IGV positions and 13 closed out — a net gain of 17 holders — while 77 added to existing stakes and 50 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $96.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $129M sold.
- 192 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q3 2018, up from 176 in Q2 2018.
- Funds reported $1.48B of iShares Expanded Tech-Software Sector ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 30 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q3 2018 and 13 closed out, a net change of +17 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q3 2018 was Goldman Sachs, an estimated $96.3M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q3 2018 was Bank of Nova Scotia, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2018.