iShares S&P 500 Growth ETF
1,120 hedge funds and large institutions have $21.3B invested in iShares S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 283 increasing their positions, 460 reducing their positions, and 43 closing their positions.
305% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 43
238% more call options, than puts
Call options by funds: $4.91M | Put options by funds: $1.45M
11% more funds holding
Funds holding: 1,008 → 1,120 (+112)
9% more capital invested
Capital invested by funds: $19.6B → $21.3B (+$1.7B)
0% more funds holding in top 10
Funds holding in top 10: 107 → 107 (0)
38% less repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 460
202.96% less ownership
Funds ownership: 268.39% → 65.43% (-203%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$33M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$25.6M |
| 3 |
AIG
American International Group
New York
|
+$23.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$19.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Courier Capital
Buffalo,
New York
|
-$251M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$234M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$102M |
| 4 |
JP Morgan Chase
New York
|
-$98.9M |
| 5 |
Morgan Stanley
New York
|
-$60.8M |
IVW Hedge Fund Activity: Q4 2020 in Review
1,120 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2020, worth a combined $21.3B — up 8.7% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new IVW positions and 43 closed out — a net gain of 131 holders — while 283 added to existing stakes and 460 trimmed.
The largest buyer was Modera Wealth Management, adding an estimated $33M. The largest seller was Courier Capital, cutting an estimated $251M.
- 1,120 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2020, up from 1,008 in Q3 2020.
- Funds reported $21.3B of iShares S&P 500 Growth ETF stock for Q4 2020, up 8.7% quarter-over-quarter.
- 174 funds opened new iShares S&P 500 Growth ETF positions in Q4 2020 and 43 closed out, a net change of +131 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2020 was Modera Wealth Management, an estimated $33M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2020 was Courier Capital, an estimated $251M sold.
Based on aggregated 13F filings for Q4 2020.