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iShares Expanded Tech-Software Sector ETF

176 hedge funds and large institutions have $1.33B invested in iShares Expanded Tech-Software Sector ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $8.64M

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

106% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 33

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

35% more capital invested

Capital invested by funds: $986M → $1.33B (+$342M)

11% more funds holding

Funds holding: 158176 (+18)

9.81% more ownership

Funds ownership: 360.9%370.7% (+9.8%)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
33
Increased
68
Reduced
33
Closed
13
Calls
$39.3M
Puts
$8.64M
Net Calls
+$30.7M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$318M +$75.6M +2,097,620 +32%
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$129M +$54.3M +1,505,000 +74%
Bank of America
3
Bank of America
North Carolina
$115M +$10.2M +283,700 +10%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$54.3M +$53M +1,471,050 +9,807%
MIH
5
Meitav Investment House
Israel
$49.1M -$5.41K -150 -0%
Goldman Sachs
6
Goldman Sachs
New York
$43.8M -$37.5M -1,039,885 -46%
UBS Group
7
UBS Group
Switzerland
$41M +$4.69M +129,980 +13%
JCM
8
Janney Capital Management
Pennsylvania
$33.5M -$773K -21,445 -2%
Wells Fargo
9
Wells Fargo
California
$28.9M +$2.34M +65,020 +9%
SG Americas Securities
10
SG Americas Securities
New York
$27.4M +$26.7M +739,925 +7,344%
NCM
11
Niemann Capital Management
Nevada
$24.4M +$5.18M +143,805 +27%
SCM
12
Sandler Capital Management
New York
$24.1M +$23.8M +660,000 New
SMM
13
Stadion Money Management
Georgia
$22.3M +$22M +611,275 New
JP Morgan Chase
14
JP Morgan Chase
New York
$21.3M +$473K +13,130 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$16.2M +$11.6M +322,965 +269%
SFI
16
SPC Financial Inc
Maryland
$16M -$377K -10,455 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.6M -$3.58M -99,295 -19%
UCFA
18
United Capital Financial Advisors
Texas
$14.5M +$1.27M +35,265 +10%
RJA
19
Raymond James & Associates
Florida
$12.8M +$1.57M +43,620 +14%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$12.6M
GAM
21
Gemmer Asset Management
California
$11.8M +$579K +16,050 +5%
FA
22
Financial Advantage
Maryland
$11.2M +$35.5K +985 +0.3%
MM
23
Main Management
California
$10.9M -$61.6K -1,710 -0.6%
NSLI
24
Nan Shan Life Insurance
Taiwan
$10.6M +$1.12M +31,075 +12%
MGIA
25
Matthew Goff Investment Advisor
Texas
$9.77M +$35.5M +984,615 New

IGV Hedge Fund Activity: Q2 2018 in Review

176 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech-Software Sector ETF (IGV) for Q2 2018, worth a combined $1.33B — up 35% from $986M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGV positions and 13 closed out — a net gain of 20 holders — while 68 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $75.6M. The largest seller was Goldman Sachs, cutting an estimated $37.5M.

  • 176 institutional investors held iShares Expanded Tech-Software Sector ETF (IGV) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.33B of iShares Expanded Tech-Software Sector ETF stock for Q2 2018, up 35% quarter-over-quarter.
  • 33 funds opened new iShares Expanded Tech-Software Sector ETF positions in Q2 2018 and 13 closed out, a net change of +20 holders.
  • The largest iShares Expanded Tech-Software Sector ETF buyer in Q2 2018 was Morgan Stanley, an estimated $75.6M added.
  • The largest iShares Expanded Tech-Software Sector ETF seller in Q2 2018 was Goldman Sachs, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2018.