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iShares S&P 500 Growth ETF
IVW

618 hedge funds and large institutions have $12.5B invested in iShares S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $7.79M | Put options by funds: $4.33M

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

11% more funds holding in top 10

Funds holding in top 10: 75 → 83 (+8)

10% more capital invested

Capital invested by funds: $11.4B → $12.5B (+$1.11B)

4.57% more ownership

Funds ownership: 252.9% → 257.46% (+4.6%)

1% more funds holding

Funds holding: 610 → 618 (+8)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 232

Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.41%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.07%
New
47
Increased
206
Reduced
232
Closed
34
Calls
$7.79M
Puts
$4.33M
Net Calls
+$3.46M
Net Calls Change
-$5.22M

Top Buyers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
+$173M
2
BlackRock
BlackRock
New York
+$151M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58.6M
5
HCM
Highfields Capital Management
Massachusetts
+$47.2M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$193M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$24.3M
3
TAT
TD Ameritrade Trust
Colorado
-$19.5M
4
M&T Bank
M&T Bank
New York
-$18.3M
5
FFS
Founders Financial Securities
Maryland
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
351
Kovack Advisors
Florida
$787K -$38K -1,080 -5%
WA
352
Waverly Advisors
Alabama
$785K +$141 +4 +0%
WA
353
WESPAC Advisors
California
$784K -$26.2K -744 -3%
TCM
354
Tradition Capital Management
New Jersey
$782K – – –
TF
355
Tompkins Financial
New York
$781K +$597K +16,940 +349%
ACI
356
Alpha Cubed Investments
California
$766K +$206K +5,844 +38%
JIP
357
Jaffetilchin Investment Partners
Florida
$765K +$450K +12,784 +149%
FWM
358
Focused Wealth Management
New York
$759K +$62.7K +1,780 +9%
BA
359
Bristlecone Advisors
Washington
$753K -$159K -4,504 -18%
FPS
360
Fieldpoint Private Securities
Connecticut
$742K +$729K +20,684 New
QCG
361
Quadrant Capital Group
Ohio
$734K – – –
RIA
362
Regal Investment Advisors
Michigan
$723K +$226K +6,416 +47%
CA
363
Cornerstone Advisory
Maryland
$721K -$143K -4,048 -17%
BFO
364
Boston Family Office
Massachusetts
$707K – – –
OCG
365
Opus Capital Group
Ohio
$697K – – –
WTB
366
Washington Trust Bank
Washington
$691K +$294K +8,356 +77%
FCI
367
Financial Counselors Inc
Kansas
$689K -$109K -3,096 -14%
Brown Advisory
368
Brown Advisory
Maryland
$682K +$141 +4 +0%
MWM
369
Mission Wealth Management
California
$677K +$57.1K +1,620 +9%
HCP
370
Holt Capital Partners
Texas
$675K – – –
Millennium Management
371
Millennium Management
New York
$668K -$3.85M -109,340 -85%
RMCM
372
Reynders McVeigh Capital Management
Massachusetts
$660K -$56.4K -1,600 -8%
MBT
373
Montecito Bank & Trust
California
$659K – – –
TNBTD
374
Trustmark National Bank Trust Department
Mississippi
$655K -$502K -14,248 -44%
AI
375
Accredited Investors
Minnesota
$655K -$4.09K -116 -0.6%
13 14
15
16 17

IVW Hedge Fund Activity: Q3 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2017, worth a combined $12.5B — up 9.7% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVW positions and 34 closed out — a net gain of 13 holders — while 206 added to existing stakes and 232 trimmed.

The largest buyer was TD Asset Management, adding an estimated $173M. The largest seller was Horizon Investments, exiting entirely with an estimated $193M sold.

  • 618 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2017, up from 610 in Q2 2017.
  • Funds reported $12.5B of iShares S&P 500 Growth ETF stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 47 funds opened new iShares S&P 500 Growth ETF positions in Q3 2017 and 34 closed out, a net change of +13 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q3 2017 was TD Asset Management, an estimated $173M added.
  • The largest iShares S&P 500 Growth ETF seller in Q3 2017 was Horizon Investments, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2017.