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iShares Expanded Tech-Software Sector ETF
IGV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
27
Reduced
23
Closed
11
Calls
$780K
Puts
$668K
Net Calls
+$112K
Net Calls Change
+$25K

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
2
PWAG
Polaris Wealth Advisory Group
California
+$12.8M
3
Citigroup
Citigroup
New York
+$9.27M
4
Morgan Stanley
Morgan Stanley
New York
+$6.13M
5
PAG
Pinnacle Advisory Group
Maryland
+$1.36M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$7.58M
2
SG Americas Securities
SG Americas Securities
New York
-$3.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.57M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.17M
5
BAAM
Baker Avenue Asset Management
California
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$267M +$140M +7,534,000 +110%
CI
2
Clal Insurance
Israel
$125M +$125M +6,719,365 New
Bank of America
3
Bank of America
North Carolina
$53M -$118K -6,355 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$37.8M +$6.13M +330,230 +19%
MM
5
Main Management
California
$14.6M +$359K +19,340 +3%
Citigroup
6
Citigroup
New York
$13.9M +$9.27M +499,690 +199%
PWAG
7
Polaris Wealth Advisory Group
California
$12.8M +$12.8M +687,725 New
FA
8
Financial Advantage
Maryland
$9.8M -$211K -11,355 -2%
BTS
9
BB&T Securities
Virginia
$7.87M +$306K +1,650 +4%
UBS Group
10
UBS Group
Switzerland
$6.94M +$6.94M +374,035 New
Wells Fargo
11
Wells Fargo
California
$6.38M +$174K +9,380 +3%
JCM
12
Janney Capital Management
Pennsylvania
$6.33M -$142K -7,660 -2%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.29M -$7.58M -408,405 -55%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.25M -$50.4K -2,715 -0.8%
MCM
15
McMillion Capital Management
North Carolina
$6.08M -$8.54K -460 -0.1%
SFI
16
SPC Financial Inc
Maryland
$5.75M -$47.2K -2,545 -0.8%
FT
17
Fiduciary Trust
Massachusetts
$5.58M -$12.7K -685 -0.2%
HCM
18
Harvest Capital Management
New Hampshire
$4.95M – – –
DA
19
DSC Advisors
Illinois
$4.21M -$61.8K -3,330 -1%
Goldman Sachs
20
Goldman Sachs
New York
$3.13M +$300K +16,155 +11%
GAM
21
Gemmer Asset Management
California
$3M – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.99M +$1.13M +60,640 +60%
CS
23
Credit Suisse
Switzerland
$2.54M +$791K +42,605 +45%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.27M +$156K +8,405 +7%
ACM
25
Aviance Capital Management
Florida
$2.14M +$236K +12,725 +12%
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