iShares Expanded Tech-Software Sector ETF
79 hedge funds and large institutions have $644M invested in iShares Expanded Tech-Software Sector ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 11 closing their positions.
104.6% more ownership
Funds ownership: 157.5% → 262.1% (+105%)
91% more capital invested
Capital invested by funds: $337M → $644M (+$307M)
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
17% more call options, than puts
Call options by funds: $780K | Put options by funds: $668K
5% more funds holding
Funds holding: 75 → 79 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$135M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$12.3M |
| 3 |
Citigroup
New York
|
+$8.94M |
| 4 |
Morgan Stanley
New York
|
+$5.91M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$7.31M |
| 2 |
SG Americas Securities
New York
|
-$3.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.47M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.17M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$1.3M |
IGV Hedge Fund Activity: Q4 2014 in Review
79 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2014, worth a combined $644M — up 91% from $337M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IGV positions and 11 closed out — a net gain of 5 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $135M. The largest seller was Brinker Capital Investments, cutting an estimated $7.31M.
- 79 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2014, up from 75 in Q3 2014.
- Funds reported $644M of iShares Expanded Tech-Software Sector ETF stock for Q4 2014, up 91% quarter-over-quarter.
- 16 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2014 and 11 closed out, a net change of +5 holders.
- The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2014 was Bank of Nova Scotia, an estimated $135M added.
- The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2014 was Brinker Capital Investments, an estimated $7.31M sold.
Based on aggregated 13F filings for Q4 2014.