iShares S&P 500 Growth ETF
485 hedge funds and large institutions have $8.37B invested in iShares S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 39 closing their positions.
341% more call options, than puts
Call options by funds: $25.2M | Put options by funds: $5.71M
26% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 39
1% more funds holding
Funds holding: 479 → 485 (+6)
3% less capital invested
Capital invested by funds: $8.64B → $8.37B (-$269M)
2.65% less ownership
Funds ownership: 246.6% → 243.95% (-2.7%)
4% less funds holding in top 10
Funds holding in top 10: 75 → 72 (-3)
26% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
| 2 |
State Street
Boston,
Massachusetts
|
+$69.1M |
| 3 |
FA
FCG Advisors
Chatham,
New Jersey
|
+$30.8M |
| 4 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$24M |
| 5 |
VanEck Associates
New York
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$58.1M |
| 2 |
Morgan Stanley
New York
|
-$52.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$51.9M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$49M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$48.7M |
IVW Hedge Fund Activity: Q1 2016 in Review
485 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2016, worth a combined $8.37B — down 3.1% from $8.64B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IVW positions and 39 closed out — a net gain of 10 holders — while 146 added to existing stakes and 198 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $120M. The largest seller was Tiedemann Advisors, cutting an estimated $58.1M.
- 485 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2016, up from 479 in Q4 2015.
- Funds reported $8.37B of iShares S&P 500 Growth ETF stock for Q1 2016, down 3.1% quarter-over-quarter.
- 49 funds opened new iShares S&P 500 Growth ETF positions in Q1 2016 and 39 closed out, a net change of +10 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $120M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2016 was Tiedemann Advisors, an estimated $58.1M sold.
Based on aggregated 13F filings for Q1 2016.