iShares S&P 500 Growth ETF
425 hedge funds and large institutions have $7.05B invested in iShares S&P 500 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 22 closing their positions.
212% more call options, than puts
Call options by funds: $5.68M | Put options by funds: $1.82M
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
18% more funds holding in top 10
Funds holding in top 10: 50 → 59 (+9)
11% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 149
3.38% more ownership
Funds ownership: 230.62% → 234% (+3.4%)
0% more funds holding
Funds holding: 424 → 425 (+1)
4% less capital invested
Capital invested by funds: $7.33B → $7.05B (-$287M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71.3M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$65.5M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$56.4M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$46.3M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$81.1M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$56.2M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$50.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$42.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31.8M |
IVW Hedge Fund Activity: Q3 2015 in Review
425 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2015, worth a combined $7.05B — down 3.9% from $7.33B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IVW positions and 22 closed out — a net gain of 5 holders — while 166 added to existing stakes and 149 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $71.3M. The largest seller was Churchill Management, cutting an estimated $81.1M.
- 425 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2015, up from 424 in Q2 2015.
- Funds reported $7.05B of iShares S&P 500 Growth ETF stock for Q3 2015, down 3.9% quarter-over-quarter.
- 27 funds opened new iShares S&P 500 Growth ETF positions in Q3 2015 and 22 closed out, a net change of +5 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2015 was Envestnet Asset Management, an estimated $71.3M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2015 was Churchill Management, an estimated $81.1M sold.
Based on aggregated 13F filings for Q3 2015.