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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

57 hedge funds and large institutions have $303M invested in iShares Expanded Tech-Software Sector ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
9
Increased
18
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$40.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.2M
3
BTS
3
BB&T Securities
Virginia
$6.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.53M
5
RJA
5
Raymond James & Associates
Florida
$917K

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
BAAM
2
Baker Avenue Asset Management
California
$549K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.97M
4
CS
4
Credit Suisse
Switzerland
$2.88M
5
MM
5
Main Management
California
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.8M 619,483 -9,535 -2%
Morgan Stanley
2
Morgan Stanley
New York
$49.2M 599,237 +92,782 +18%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$40.1M 488,500 +316,000 +183%
PAG
4
Pinnacle Advisory Group
Maryland
$34.6M 421,162 +6,136 +1%
BCI
5
Brinker Capital Investments
Pennsylvania
$23.9M 291,544 -60 -0%
MM
6
Main Management
California
$12.3M 150,400 -11,518 -7%
FA
7
Financial Advantage
Maryland
$8.97M 109,271 +135 +0.1%
U
8
UBS
Switzerland
$7.48M 91,130 +3,988 +5%
BTS
9
BB&T Securities
Virginia
$6.3M 7,672 +1,876 +32%
Wells Fargo
10
Wells Fargo
California
$6.29M 76,618 -8,272 -10%
MCM
11
McMillion Capital Management
North Carolina
$5.46M 66,547 +2,800 +4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$5.19M 63,234 -11,308 -15%
JCM
13
Janney Capital Management
Pennsylvania
$4.9M 59,680 -3,913 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.76M 57,938 -325 -0.6%
FT
15
Fiduciary Trust
Massachusetts
$4.5M 54,860 +313 +0.6%
SFI
16
SPC Financial Inc
Maryland
$4.31M 52,485 -325 -0.6%
Citigroup
17
Citigroup
New York
$4.13M 50,285 -116 -0.2%
DA
18
DSC Advisors
Illinois
$4.02M 48,979 -2,488 -5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.53M 42,955 +18,107 +73%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.97M 36,160 -15,692 -30%
CS
21
Credit Suisse
Switzerland
$2.88M 35,076 -13,147 -27%
HCM
22
Harvest Capital Management
New Hampshire
$2.81M 34,180 +875 +3%
LBG
23
Lloyds Banking Group
United Kingdom
$1.91M 23,305 -6,048 -21%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$1.72M 21,000 – –
LPL Financial
25
LPL Financial
California
$1.37M 16,714 +4,472 +37%
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