iShares S&P 500 Growth ETF
941 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 393 reducing their positions, and 106 closing their positions.
310% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $3.98M
0.43% more ownership
Funds ownership: 271.03% → 271.47% (+0.43%)
1% less funds holding in top 10
Funds holding in top 10: 104 → 103 (-1)
4% less capital invested
Capital invested by funds: $15.5B → $14.8B (-$664M)
4% less funds holding
Funds holding: 985 → 941 (-44)
28% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 106
32% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 393
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.92B |
| 2 |
M&T Bank
Buffalo,
New York
|
+$332M |
| 3 |
Morgan Stanley
New York
|
+$113M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$93.5M |
| 5 |
HC
HNP Capital
Rochester,
New York
|
+$70.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$1.26B |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$123M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$88M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$56.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$47.2M |
IVW Hedge Fund Activity: Q1 2020 in Review
941 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2020, worth a combined $14.8B — down 4.3% from $15.5B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of IVW and 76 opened new positions — a net loss of 30 holders — while 393 trimmed existing stakes and 267 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.92B. The largest seller was Johanson Financial Advisors, cutting an estimated $1.26B.
- 941 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2020, down from 985 in Q4 2019.
- Funds reported $14.8B of iShares S&P 500 Growth ETF stock for Q1 2020, down 4.3% quarter-over-quarter.
- 76 funds opened new iShares S&P 500 Growth ETF positions in Q1 2020 and 106 closed out, a net change of -30 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $1.92B added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.26B sold.
Based on aggregated 13F filings for Q1 2020.