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iShares S&P 500 Growth ETF
IVW

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.57%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M

Top Buyers

1
LPL Financial
LPL Financial
California
+$200M
2
HI
Horizon Investments
North Carolina
+$110M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$89M
4
Wells Fargo
Wells Fargo
California
+$81.8M
5
Bank of America
Bank of America
North Carolina
+$79.6M

Top Sellers

1
TT
Tiedemann Trust
Delaware
-$94.7M
2
M&T Bank
M&T Bank
New York
-$69.7M
3
VA
Valmark Advisers
Ohio
-$52M
4
LI
LVZ Inc
Michigan
-$18.6M
5
ACM
Argentus Capital Management
Texas
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
376
Argent Trust Co
Tennessee
$291K +$292K +10,040 New
AAM
377
Augustine Asset Management
Florida
$284K -$3.02K -104 -1%
GWM
378
Gupta Wealth Management
California
$282K +$143K +4,908 +102%
AIA
379
Alerus Investment Advisors
Minnesota
$282K +$235K +8,092 +492%
BFG
380
Beacon Financial Group
Texas
$278K – – –
SWM
381
SVA Wealth Management
Wisconsin
$278K – – –
CPO
382
Cerity Partners OCIO
New York
$278K +$233 +8 +0.1%
BRWM
383
B. Riley Wealth Management
Tennessee
$268K +$349 +12 +0.1%
HCM
384
Hollencrest Capital Management
California
$259K – – –
DIS
385
Diversified Investment Strategies
Louisiana
$255K – – –
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$255K – – –
HCM
387
Harvey Capital Management
Florida
$254K – – –
FPIS
388
Financial Planning & Information Services
Wisconsin
$245K – – –
FAT
389
First American Trust
California
$241K +$242K +8,316 New
AC
390
Alexandria Capital
Virginia
$240K – – –
AC
391
Addison Capital
Pennsylvania
$235K – – –
CTA
392
Chesley Taft & Associates
Illinois
$234K – – –
PL
393
Parthenon LLC
Kentucky
$234K – – –
NPF
394
Norris Perne & French
Michigan
$232K -$26.2K -900 -10%
BIM
395
Bridges Investment Management
Nebraska
$232K – – –
HSBC Holdings
396
HSBC Holdings
United Kingdom
$232K +$233K +8,000 New
RMDI
397
R.M. Davis Inc
Maine
$231K +$232K +7,996 New
CCM
398
Covington Capital Management
California
$229K – – –
BIC
399
Bridges Investment Counsel
Nebraska
$228K – – –
SFWA
400
Summit Financial Wealth Advisors
Louisiana
$228K +$229K +7,888 New
14 15
16
17 18

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.