IGV icon

iShares Expanded Tech-Software Sector ETF

230 hedge funds and large institutions have $1.88B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
5%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
53
Increased
71
Reduced
65
Closed
24
Calls
$92.1M
Puts
$191M
Net Calls
-$99.2M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$70K +$15.5K +355 +28%
IF
202
Ironwood Financial
Arizona
$60K
HPC
203
HM Payson & Co
Maine
$53K +$53K +1,210 New
SWP
204
Strategic Wealth Partners
Ohio
$51K
AF
205
Advisornet Financial
Minnesota
$36K +$7.24K +165 +25%
PGAM
206
Princeton Global Asset Management
New Jersey
$36K +$36K +825 New
DSC
207
Duncker Streett & Co
Missouri
$33K
DAM
208
Delta Asset Management
Tennessee
$33K +$33K +750 New
EWM
209
Elmwood Wealth Management
California
$27K -$20.3K -470 -43%
YWP
210
YorkBridge Wealth Partners
New York
$27K
AIC
211
Archer Investment Corporation
Indiana
$27K
RWA
212
Ropes Wealth Advisors
Massachusetts
$26K
BWM
213
BerganKDV Wealth Management
Minnesota
$22K
CAC
214
Certified Advisory Corp
Florida
$21K +$21K +480 New
FHA
215
Flagship Harbor Advisors
Massachusetts
$20K -$25.1K -595 -56%
UBS AM
216
UBS AM
Illinois
$17.7K
CAL
217
Capital Analysts LLC
Pennsylvania
$17K
AF
218
Allworth Financial
California
$16K
LWM
219
Liberty Wealth Management
California
$15K +$15K +350 New
WEC
220
Winslow Evans & Crocker
Massachusetts
$12K
PK
221
Pflug Koory
Nebraska
$12K
1IA
222
1834 Investment Advisors
Wisconsin
$11K +$11K +260 New
GRP
223
Global Retirement Partners
California
$10K -$9.17K -220 -48%
BWL
224
Bogart Wealth LLC
Virginia
$10K
CFGS
225
Concourse Financial Group Securities
Alabama
$3K -$56.6K -1,510 -95%