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iShares S&P 500 Growth ETF

494 hedge funds and large institutions have $8.43B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $4.25M

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

2% more funds holding

Funds holding: 482494 (+12)

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

4% more capital invested

Capital invested by funds: $8.13B → $8.43B (+$300M)

0% more funds holding in top 10

Funds holding in top 10: 6464 (0)

0.41% less ownership

Funds ownership: 241.63%241.21% (-0.41%)

Holders
494
Holders Change
+12
Holders Change %
+2.49%
% of All Funds
13.18%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.71%
New
42
Increased
176
Reduced
165
Closed
21
Calls
$15.9M
Puts
$4.25M
Net Calls
+$11.6M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
276
Bank of the West
California
$801K -$43.5K -1,436 -5%
DSC
277
Duncker Streett & Co
Missouri
$790K +$24.9K +820 +3%
FWM
278
Focused Wealth Management
New York
$780K -$6.79K -224 -0.9%
HCMNY
279
Howard Capital Management (New York)
New York
$772K
NEPWA
280
New England Private Wealth Advisors
Massachusetts
$772K +$728 +24 +0.1%
ACM
281
Argentus Capital Management
Texas
$752K +$2.06K +68 +0.3%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$747K -$27.4M -904,100 -97%
TCM
283
Telos Capital Management
California
$745K +$50.9K +1,680 +7%
PWAP
284
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$740K +$392K +12,944 +114%
CA
285
Cornerstone Advisory
Maryland
$731K -$12.1K -400 -2%
Brown Advisory
286
Brown Advisory
Maryland
$718K -$56.9K -1,876 -7%
HTC
287
Haverford Trust Company
Pennsylvania
$693K
TI
288
Truepoint Inc
Ohio
$668K +$135K +4,444 +25%
TCM
289
Tradition Capital Management
New Jersey
$663K
BNP Paribas Financial Markets
290
BNP Paribas Financial Markets
France
$645K -$11.3M -371,740 -95%
VIA
291
Vantage Investment Advisors
Pennsylvania
$642K -$685K -22,588 -52%
MHS
292
M Holdings Securities
Oregon
$639K +$15.8K +520 +3%
QCG
293
Quadrant Capital Group
Ohio
$621K
KIG
294
Kessler Investment Group
Indiana
$620K -$34.4K -1,136 -5%
HCP
295
Holt Capital Partners
Texas
$604K
BFM
296
Boston Financial Management
Massachusetts
$602K +$206K +6,800 +52%
TD Asset Management
297
TD Asset Management
Ontario, Canada
$599K -$439K -14,496 -42%
TWM
298
Torch Wealth Management
Ohio
$598K -$2.42K -80 -0.4%
OCG
299
Opus Capital Group
Ohio
$579K
DY
300
Dowling & Yahnke
California
$578K -$26.7K -880 -4%

IVW Hedge Fund Activity: Q3 2016 in Review

494 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2016, worth a combined $8.43B — up 3.7% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IVW positions and 21 closed out — a net gain of 21 holders — while 176 added to existing stakes and 165 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $84.3M. The largest seller was State Street, cutting an estimated $76.4M.

  • 494 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2016, up from 482 in Q2 2016.
  • Funds reported $8.43B of iShares S&P 500 Growth ETF stock for Q3 2016, up 3.7% quarter-over-quarter.
  • 42 funds opened new iShares S&P 500 Growth ETF positions in Q3 2016 and 21 closed out, a net change of +21 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $84.3M added.
  • The largest iShares S&P 500 Growth ETF seller in Q3 2016 was State Street, an estimated $76.4M sold.

Based on aggregated 13F filings for Q3 2016.