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iShares Expanded Tech-Software Sector ETF

137 hedge funds and large institutions have $827M invested in iShares Expanded Tech-Software Sector ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

332% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.99M

75.22% more ownership

Funds ownership: 296.33%371.56% (+75%)

26% more capital invested

Capital invested by funds: $659M → $827M (+$168M)

21% more funds holding

Funds holding: 113137 (+24)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
137
Holders Change
+24
Holders Change %
+21.24%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
31
Increased
38
Reduced
37
Closed
7
Calls
$17.2M
Puts
$3.99M
Net Calls
+$13.2M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$223M +$44.1M +1,431,570 +25%
Bank of America
2
Bank of America
North Carolina
$78.5M +$5.96M +193,395 +8%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$62.8M
Goldman Sachs
4
Goldman Sachs
New York
$61.4M -$11.8M -383,030 -16%
MIH
5
Meitav Investment House
Israel
$47.6M +$47.4M +1,539,380 New
JCM
6
Janney Capital Management
Pennsylvania
$30.7M +$30.6M +993,765 New
UBS Group
7
UBS Group
Switzerland
$28.4M +$2.7M +87,580 +11%
Wells Fargo
8
Wells Fargo
California
$22.2M -$614K -19,945 -3%
NCM
9
Niemann Capital Management
Nevada
$16.2M +$1.43M +46,415 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15M +$2.47M +80,220 +20%
SFI
11
SPC Financial Inc
Maryland
$14M +$141K +4,565 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.4M +$64.8K +2,105 +0.5%
FA
13
Financial Advantage
Maryland
$12.4M +$49.1K +1,595 +0.4%
UCFA
14
United Capital Financial Advisors
Texas
$12.3M +$358K +11,630 +3%
RJA
15
Raymond James & Associates
Florida
$9.47M +$426K +13,830 +5%
GAM
16
Gemmer Asset Management
California
$9.45M +$987K +32,045 +12%
MM
17
Main Management
California
$9.08M -$6.48M -210,510 -42%
Citigroup
18
Citigroup
New York
$8.21M +$32.2K +1,045 +0.4%
NCM
19
Noesis Capital Mangement
Florida
$7.73M +$27K +875 +0.4%
MCM
20
McMillion Capital Management
North Carolina
$7.54M +$21.7K +705 +0.3%
FT
21
Fiduciary Trust
Massachusetts
$7.36M -$125K -4,045 -2%
LPL Financial
22
LPL Financial
California
$7.27M -$624K -20,260 -8%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$6.52M
PS
24
Portfolio Strategies
New York
$6.06M +$6.04M +196,110 New
MMEA
25
Main Management ETF Advisors
California
$5.41M +$5.39M +175,000 New

IGV Hedge Fund Activity: Q4 2017 in Review

137 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q4 2017, worth a combined $827M — up 26% from $659M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGV positions and 7 closed out — a net gain of 24 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.1M. The largest seller was Goldman Sachs, cutting an estimated $11.8M.

  • 137 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $827M of iShares Expanded Tech-Software Sector ETF stock for Q4 2017, up 26% quarter-over-quarter.
  • 31 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q4 2017 and 7 closed out, a net change of +24 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q4 2017 was Morgan Stanley, an estimated $44.1M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q4 2017 was Goldman Sachs, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.