iShares S&P 500 Growth ETF
1,008 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 278 increasing their positions, 432 reducing their positions, and 49 closing their positions.
73% more call options, than puts
Call options by funds: $8.69M | Put options by funds: $5.02M
47% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 49
7% more capital invested
Capital invested by funds: $18.3B → $19.6B (+$1.33B)
3.74% more ownership
Funds ownership: 264.64% → 268.39% (+3.7%)
1% more funds holding
Funds holding: 996 → 1,008 (+12)
9% less funds holding in top 10
Funds holding in top 10: 117 → 107 (-10)
36% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 432
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Courier Capital
Buffalo,
New York
|
+$227M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$88.7M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$47.7M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$33.5M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$135M |
| 2 |
JP Morgan Chase
New York
|
-$99.6M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$95.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$94.3M |
| 5 |
Morgan Stanley
New York
|
-$90.4M |
IVW Hedge Fund Activity: Q3 2020 in Review
1,008 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2020, worth a combined $19.6B — up 7.3% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IVW positions and 49 closed out — a net gain of 23 holders — while 278 added to existing stakes and 432 trimmed.
The largest buyer was Courier Capital, adding an estimated $227M. The largest seller was LPL Financial, cutting an estimated $135M.
- 1,008 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2020, up from 996 in Q2 2020.
- Funds reported $19.6B of iShares S&P 500 Growth ETF stock for Q3 2020, up 7.3% quarter-over-quarter.
- 72 funds opened new iShares S&P 500 Growth ETF positions in Q3 2020 and 49 closed out, a net change of +23 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2020 was Courier Capital, an estimated $227M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2020 was LPL Financial, an estimated $135M sold.
Based on aggregated 13F filings for Q3 2020.