iShares S&P 500 Growth ETF
484 hedge funds and large institutions have $8.15B invested in iShares S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 176 reducing their positions, and 40 closing their positions.
50% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $7.37M
15% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 40
0% less funds holding
Funds holding: 486 → 484 (-2)
3% less capital invested
Capital invested by funds: $8.38B → $8.15B (-$227M)
7% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 176
1.78% less ownership
Funds ownership: 244.1% → 242.32% (-1.8%)
10% less funds holding in top 10
Funds holding in top 10: 73 → 66 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$69.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$49.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$29.6M |
| 5 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$283M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$57.9M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$49.4M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$47M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$29M |
IVW Hedge Fund Activity: Q2 2016 in Review
484 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2016, worth a combined $8.15B — down 2.7% from $8.38B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IVW positions and 40 closed out — a net gain of 6 holders — while 164 added to existing stakes and 176 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $84.7M. The largest seller was LPL Financial, cutting an estimated $283M.
- 484 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2016, down from 486 in Q1 2016.
- Funds reported $8.15B of iShares S&P 500 Growth ETF stock for Q2 2016, down 2.7% quarter-over-quarter.
- 46 funds opened new iShares S&P 500 Growth ETF positions in Q2 2016 and 40 closed out, a net change of +6 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $84.7M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $283M sold.
Based on aggregated 13F filings for Q2 2016.