iShares S&P 500 Growth ETF
481 hedge funds and large institutions have $8.67B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 25 closing their positions.
339% more capital inflows, than outflows
Capital inflows: $1.52B | Capital outflows: $345M
240% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 25
40% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 131
31% more funds holding in top 10
Funds holding in top 10: 59 → 77 (+18)
13% more funds holding
Funds holding: 425 → 481 (+56)
8% less call options, than puts
Call options by funds: $3.14M | Put options by funds: $3.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$200M |
| 2 |
Horizon Investments
Charlotte,
North Carolina
|
+$110M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$89M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$81.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$79.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
-$94.7M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$69.7M |
| 3 |
Valmark Advisers
Akron,
Ohio
|
-$52M |
| 4 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$16.4M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$11.8M |
IVW Hedge Fund Activity: Q4 2015 in Review
481 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2015, worth a combined $8.67B — up 23% from $7.05B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new IVW positions and 25 closed out — a net gain of 60 holders — while 184 added to existing stakes and 131 trimmed.
The largest buyer was LPL Financial, adding an estimated $200M. The largest seller was Tiedemann Trust, cutting an estimated $94.7M.
- 481 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2015, up from 425 in Q3 2015.
- Funds reported $8.67B of iShares S&P 500 Growth ETF stock for Q4 2015, up 23% quarter-over-quarter.
- 85 funds opened new iShares S&P 500 Growth ETF positions in Q4 2015 and 25 closed out, a net change of +60 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $200M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2015 was Tiedemann Trust, an estimated $94.7M sold.
Based on aggregated 13F filings for Q4 2015.