iShares S&P 500 Growth ETF
940 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 265 increasing their positions, 393 reducing their positions, and 106 closing their positions.
310% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $3.98M
21.24% more ownership
Funds ownership: 250.21% → 271.45% (+21%)
4% less capital invested
Capital invested by funds: $15.4B → $14.8B (-$634M)
2% less funds holding in top 10
Funds holding in top 10: 105 → 103 (-2)
5% less funds holding
Funds holding: 985 → 940 (-45)
28% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 106
33% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 393
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.92B |
| 2 |
M&T Bank
Buffalo,
New York
|
+$332M |
| 3 |
Morgan Stanley
New York
|
+$113M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$93.5M |
| 5 |
HC
HNP Capital
Rochester,
New York
|
+$70.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$123M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$88M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$56.6M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$47.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.2M |
IVW Hedge Fund Activity: Q1 2020 in Review
940 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2020, worth a combined $14.8B — down 4.1% from $15.4B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of IVW and 76 opened new positions — a net loss of 30 holders — while 393 trimmed existing stakes and 265 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.92B. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $123M sold.
- 940 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2020, down from 985 in Q4 2019.
- Funds reported $14.8B of iShares S&P 500 Growth ETF stock for Q1 2020, down 4.1% quarter-over-quarter.
- 76 funds opened new iShares S&P 500 Growth ETF positions in Q1 2020 and 106 closed out, a net change of -30 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $1.92B added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2020.