iShares S&P 500 Growth ETF
753 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
26% more capital invested
Capital invested by funds: $12.8B → $16.1B (+$3.31B)
1% more funds holding
Funds holding: 749 → 753 (+4)
0.31% less ownership
Funds ownership: 247.65% → 247.35% (-0.31%)
7% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 272
1% less funds holding in top 10
Funds holding in top 10: 83 → 82 (-1)
48% less call options, than puts
Call options by funds: $3.03M | Put options by funds: $5.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$99.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$85.3M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$66.6M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$57.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$193M |
| 2 |
Morgan Stanley
New York
|
-$130M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$74.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.5M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$12.9M |
IVW Hedge Fund Activity: Q3 2018 in Review
753 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2018, worth a combined $16.1B — up 26% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IVW positions and 38 closed out — a net gain of 10 holders — while 252 added to existing stakes and 272 trimmed.
The largest buyer was TD Asset Management, adding an estimated $99.6M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $193M.
- 753 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2018, up from 749 in Q2 2018.
- Funds reported $16.1B of iShares S&P 500 Growth ETF stock for Q3 2018, up 26% quarter-over-quarter.
- 48 funds opened new iShares S&P 500 Growth ETF positions in Q3 2018 and 38 closed out, a net change of +10 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2018 was TD Asset Management, an estimated $99.6M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $193M sold.
Based on aggregated 13F filings for Q3 2018.