iShares S&P 500 Growth ETF
IVW
997 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 274 increasing their positions, 405 reducing their positions, and 47 closing their positions.
373% more call options, than puts
Call options by funds: $20.1M | Put options by funds: $4.26M
134% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 47
13% more funds holding in top 10
Funds holding in top 10: 104 → 118 (+14)
6% more funds holding
Funds holding: 941 → 997 (+56)
1.72% less ownership
Funds ownership: 67.9% → 66.18% (-1.7%)
22% less capital inflows, than outflows
Capital inflows: $874M | Capital outflows: $1.12B
32% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 405
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$190M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$118M |
| 3 |
Arvest Bank Trust Division
Dewey,
Oklahoma
|
+$48.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.5M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$151M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$94.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$81.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$75.3M |
| 5 |
HNP Capital
Rochester,
New York
|
-$65.3M |
IVW Hedge Fund Activity: Q2 2020 in Review
997 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2020, worth a combined $18.3B — up 24% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IVW positions and 47 closed out — a net gain of 63 holders — while 274 added to existing stakes and 405 trimmed.
The largest buyer was Stifel Financial, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $151M.
- 997 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2020, up from 941 in Q1 2020.
- Funds reported $18.3B of iShares S&P 500 Growth ETF stock for Q2 2020, up 24% quarter-over-quarter.
- 110 funds opened new iShares S&P 500 Growth ETF positions in Q2 2020 and 47 closed out, a net change of +63 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2020 was Stifel Financial, an estimated $190M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2020 was JP Morgan Chase, an estimated $151M sold.
Based on aggregated 13F filings for Q2 2020.