iShares S&P 500 Growth ETF
409 hedge funds and large institutions have $7.46B invested in iShares S&P 500 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 136 reducing their positions, and 28 closing their positions.
173% more call options, than puts
Call options by funds: $3.46M | Put options by funds: $1.27M
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
23% more capital inflows, than outflows
Capital inflows: $567M | Capital outflows: $462M
17% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 136
2% more funds holding
Funds holding: 402 → 409 (+7)
5% less funds holding in top 10
Funds holding in top 10: 57 → 54 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sage Advisory Services
Austin,
Texas
|
+$49.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$47.6M |
| 3 |
Morgan Stanley
New York
|
+$40.3M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$36M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
-$62.2M |
| 2 |
Churchill Management
Los Angeles,
California
|
-$61.2M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$46.5M |
| 4 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$37.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$33.1M |
IVW Hedge Fund Activity: Q1 2015 in Review
409 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2015, worth a combined $7.46B — up 3.1% from $7.23B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IVW positions and 28 closed out — a net gain of 13 holders — while 159 added to existing stakes and 136 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $49.8M. The largest seller was Horizon Investments, cutting an estimated $62.2M.
- 409 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2015, up from 402 in Q4 2014.
- Funds reported $7.46B of iShares S&P 500 Growth ETF stock for Q1 2015, up 3.1% quarter-over-quarter.
- 41 funds opened new iShares S&P 500 Growth ETF positions in Q1 2015 and 28 closed out, a net change of +13 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2015 was Sage Advisory Services, an estimated $49.8M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2015 was Horizon Investments, an estimated $62.2M sold.
Based on aggregated 13F filings for Q1 2015.