iShares S&P 500 Growth ETF
866 hedge funds and large institutions have $14.6B invested in iShares S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 266 increasing their positions, 323 reducing their positions, and 49 closing their positions.
4,702% more call options, than puts
Call options by funds: $22.5M | Put options by funds: $469K
6% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 49
0% less funds holding
Funds holding: 870 → 866 (-4)
1% less capital invested
Capital invested by funds: $14.7B → $14.6B (-$124M)
1.04% less ownership
Funds ownership: 252.78% → 251.74% (-1%)
5% less funds holding in top 10
Funds holding in top 10: 95 → 90 (-5)
18% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 323
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$39.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$35.5M |
| 4 |
Two Sigma Investments
New York
|
+$20.9M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$161M |
| 2 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$46.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$45.2M |
| 4 |
Morgan Stanley
New York
|
-$40.6M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$25.1M |
IVW Hedge Fund Activity: Q3 2019 in Review
866 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2019, worth a combined $14.6B — down 0.84% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IVW positions and 49 closed out — a net gain of 3 holders — while 266 added to existing stakes and 323 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $63.9M. The largest seller was Wells Fargo, cutting an estimated $161M.
- 866 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2019, down from 870 in Q2 2019.
- Funds reported $14.6B of iShares S&P 500 Growth ETF stock for Q3 2019, down 0.84% quarter-over-quarter.
- 52 funds opened new iShares S&P 500 Growth ETF positions in Q3 2019 and 49 closed out, a net change of +3 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $63.9M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2019.