iShares S&P 500 Growth ETF
985 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 283 increasing their positions, 334 reducing their positions, and 42 closing their positions.
1,335% more call options, than puts
Call options by funds: $22M | Put options by funds: $1.53M
307% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 42
19.29% more ownership
Funds ownership: 251.74% → 271.03% (+19%)
16% more funds holding in top 10
Funds holding in top 10: 90 → 104 (+14)
14% more funds holding
Funds holding: 866 → 985 (+119)
6% more capital invested
Capital invested by funds: $14.6B → $15.5B (+$844M)
15% less repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 334
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$1.23B |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$51.6M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$18.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.8M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$347M |
| 2 |
Axa
Paris,
France
|
-$106M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$64.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.3M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$24.4M |
IVW Hedge Fund Activity: Q4 2019 in Review
985 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2019, worth a combined $15.5B — up 5.8% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new IVW positions and 42 closed out — a net gain of 129 holders — while 283 added to existing stakes and 334 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $1.23B. The largest seller was M&T Bank, exiting entirely with an estimated $347M sold.
- 985 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2019, up from 866 in Q3 2019.
- Funds reported $15.5B of iShares S&P 500 Growth ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
- 171 funds opened new iShares S&P 500 Growth ETF positions in Q4 2019 and 42 closed out, a net change of +129 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.23B added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2019 was M&T Bank, an estimated $347M sold.
Based on aggregated 13F filings for Q4 2019.