iShares S&P 500 Growth ETF
424 hedge funds and large institutions have $7.33B invested in iShares S&P 500 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 173 reducing their positions, and 16 closing their positions.
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
81% more call options, than puts
Call options by funds: $2.46M | Put options by funds: $1.35M
4% more funds holding
Funds holding: 409 → 424 (+15)
2% less capital invested
Capital invested by funds: $7.49B → $7.33B (-$162M)
2.01% less ownership
Funds ownership: 232.63% → 230.62% (-2%)
7% less funds holding in top 10
Funds holding in top 10: 54 → 50 (-4)
23% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 173
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.9M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$44.7M |
| 4 |
SIM
Sigma Investment Management
Portland,
Oregon
|
+$28.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$25.3M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$128M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$68.5M |
| 3 |
Goldman Sachs
New York
|
-$64.4M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$27.5M |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$24M |
IVW Hedge Fund Activity: Q2 2015 in Review
424 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2015, worth a combined $7.33B — down 2.2% from $7.49B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IVW positions and 16 closed out — a net gain of 23 holders — while 133 added to existing stakes and 173 trimmed.
The largest buyer was UBS Group, adding an estimated $59M. The largest seller was Morgan Stanley, cutting an estimated $128M.
- 424 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2015, up from 409 in Q1 2015.
- Funds reported $7.33B of iShares S&P 500 Growth ETF stock for Q2 2015, down 2.2% quarter-over-quarter.
- 39 funds opened new iShares S&P 500 Growth ETF positions in Q2 2015 and 16 closed out, a net change of +23 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2015 was UBS Group, an estimated $59M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2015 was Morgan Stanley, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2015.