iShares S&P 500 Growth ETF
749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.
53% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 38
29% more call options, than puts
Call options by funds: $4.32M | Put options by funds: $3.35M
16.6% more ownership
Funds ownership: 231.05% → 247.65% (+17%)
9% more capital invested
Capital invested by funds: $11.7B → $12.8B (+$1.05B)
5% more funds holding in top 10
Funds holding in top 10: 79 → 83 (+4)
2% more funds holding
Funds holding: 733 → 749 (+16)
6% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 257
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$462M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$288M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$40.8M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$136M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$75.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$44.5M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$34.2M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$27M |
IVW Hedge Fund Activity: Q2 2018 in Review
749 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2018, worth a combined $12.8B — up 8.9% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IVW positions and 38 closed out — a net gain of 20 holders — while 242 added to existing stakes and 257 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $462M. The largest seller was Valmark Advisers, cutting an estimated $136M.
- 749 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2018, up from 733 in Q1 2018.
- Funds reported $12.8B of iShares S&P 500 Growth ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
- 58 funds opened new iShares S&P 500 Growth ETF positions in Q2 2018 and 38 closed out, a net change of +20 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2018 was TD Ameritrade Investment Management, an estimated $462M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2018 was Valmark Advisers, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2018.