iShares S&P 500 Growth ETF
479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.
227% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 26
43% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 129
29% more funds holding in top 10
Funds holding in top 10: 58 → 75 (+17)
23% more capital invested
Capital invested by funds: $7.04B → $8.64B (+$1.6B)
13% more funds holding
Funds holding: 424 → 479 (+55)
12.82% more ownership
Funds ownership: 233.78% → 246.6% (+13%)
8% less call options, than puts
Call options by funds: $3.14M | Put options by funds: $3.39M
Top Buyers
Top Sellers
| 1 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
-$94.7M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$69.7M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$52M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
-$18.6M |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$16.4M |
IVW Hedge Fund Activity: Q4 2015 in Review
479 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2015, worth a combined $8.64B — up 23% from $7.04B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new IVW positions and 26 closed out — a net gain of 59 holders — while 184 added to existing stakes and 129 trimmed.
The largest buyer was LPL Financial, adding an estimated $200M. The largest seller was Tiedemann Trust, cutting an estimated $94.7M.
- 479 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2015, up from 424 in Q3 2015.
- Funds reported $8.64B of iShares S&P 500 Growth ETF stock for Q4 2015, up 23% quarter-over-quarter.
- 85 funds opened new iShares S&P 500 Growth ETF positions in Q4 2015 and 26 closed out, a net change of +59 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $200M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2015 was Tiedemann Trust, an estimated $94.7M sold.
Based on aggregated 13F filings for Q4 2015.