We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

260 hedge funds and large institutions have $2.29B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

62.29% more ownership

Funds ownership: 343.7%405.99% (+62%)

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

27% more capital invested

Capital invested by funds: $1.81B → $2.29B (+$482M)

16% more funds holding

Funds holding: 224260 (+36)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $135M | Put options by funds: $676M

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
72
Increased
70
Reduced
70
Closed
32
Calls
$135M
Puts
$676M
Net Calls
-$541M
Net Calls Change
-$289M
Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
201
Leicht Financial Planning & Wealth Management
New Jersey
$224K -$62.3K -1,405 -23%
IFS
202
Ifrah Financial Services
Arkansas
$224K -$3.1K -70 -1%
TSWM
203
Triangle Securities Wealth Management
North Carolina
$224K +$213K +4,800 New
RSWM
204
Robertson Stephens Wealth Management
California
$222K
WS
205
Wedbush Securities
California
$221K -$53.2K -1,200 -20%
KIA
206
KCM Investment Advisors
California
$220K +$209K +4,710 New
JWCA
207
J.W. Cole Advisors
Florida
$213K +$202K +4,560 New
CB
208
Commerce Bank
Missouri
$205K -$28.8K -650 -13%
MAFM
209
Mid Atlantic Financial Management
Pennsylvania
$203K +$193K +4,350 New
Deutsche Bank
210
Deutsche Bank
Germany
$200K
BCV
211
Banque Cantonale Vaudoise
Switzerland
$165K +$157K +3,545 New
IUHSA
212
Itau Unibanco Holding S.A.
Brazil
$159K +$151K +3,410 New
CF
213
Centaurus Financial
California
$153K +$145K +3,280 New
IA
214
IFP Advisors
Florida
$147K
S
215
SignatureFD
Georgia
$119K
CAAS
216
Capital Asset Advisory Services
Michigan
$93K +$79.1K +1,785 New
ACM
217
Allred Capital Management
Texas
$86.9K +$82.7K +1,865 New
US Bancorp
218
US Bancorp
Minnesota
$84K -$6.43K -145 -7%
JSC
219
Jackson Square Capital
California
$65K +$61.4K +1,385 New
IF
220
Ironwood Financial
Arizona
$64K
IFWM
221
Institute for Wealth Management
Colorado
$64K +$60.7K +1,370 New
DY
222
Dowling & Yahnke
California
$60K +$57.4K +1,295 New
RCA
223
Ranch Capital Advisors
Florida
$59K +$56.1K +1,265 New
HPC
224
HM Payson & Co
Maine
$56K
EWM
225
Endurance Wealth Management
Rhode Island
$53K

IGV Hedge Fund Activity: Q4 2019 in Review

260 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2019, worth a combined $2.29B — up 27% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IGV positions and 32 closed out — a net gain of 40 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 260 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2019, up from 224 in Q3 2019.
  • Funds reported $2.29B of iShares Expanded Tech-Software Sector ETF stock for Q4 2019, up 27% quarter-over-quarter.
  • 72 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2019 and 32 closed out, a net change of +40 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2019 was Morgan Stanley, an estimated $186M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2019 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.