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iShares S&P 500 Growth ETF
IVW

733 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $2.5M

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

4% more funds holding

Funds holding: 704 → 733 (+29)

4% less capital invested

Capital invested by funds: $12.2B → $11.7B (-$432M)

4% less funds holding in top 10

Funds holding in top 10: 82 → 79 (-3)

15.01% less ownership

Funds ownership: 246.06% → 231.05% (-15%)

25% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 293

Holders
733
Holders Change
+29
Holders Change %
+4.12%
% of All Funds
16.8%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.81%
New
69
Increased
220
Reduced
293
Closed
36
Calls
$5.63M
Puts
$2.5M
Net Calls
+$3.13M
Net Calls Change
+$1.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$57.1M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$35.3M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$34.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$30.6M
5
AG
Advisor Group
Arizona
+$25.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$518M
2
VA
Valmark Advisers
Ohio
-$138M
3
Wells Fargo
Wells Fargo
California
-$79.4M
4
Morgan Stanley
Morgan Stanley
New York
-$74.6M
5
BlackRock
BlackRock
New York
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
476
Eldridge Investment Advisors
New Hampshire
$458K -$16.6K -416 -3%
CFA
477
Carroll Financial Associates
North Carolina
$457K – – –
OIWM
478
OptiFour Integrated Wealth Management
Virginia
$457K – – –
LFG
479
LifePlan Financial Group
Ohio
$457K +$138K +3,460 +42%
PSF
480
Pacific Sun Financial
California
$457K +$471K +11,800 New
WB
481
WesBanco Bank
West Virginia
$452K +$19.6K +492 +4%
MFW
482
Meristem Family Wealth
Minnesota
$452K +$163K +4,080 +54%
TYCC
483
Texas Yale Capital Corp
Florida
$450K -$139K -3,480 -23%
RPG
484
Risk Paradigm Group
Texas
$448K -$7.02K -176 -1%
ST
485
Sageworth Trust
Pennsylvania
$447K – – –
PAM
486
Palisade Asset Management
Minnesota
$440K – – –
QCG
487
Quadrant Capital Group
Ohio
$439K -$363K -9,108 -44%
FIM
488
Fernwood Investment Management
Massachusetts
$437K – – –
AP
489
Advisor Partners
California
$432K +$184K +4,608 +71%
BRF
490
B. Riley Financial
California
$430K -$609K -15,272 -58%
SWA
491
Sutton Wealth Advisors
Florida
$424K – – –
MCTIC
492
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$414K – – –
FWCM
493
Ferguson Wellman Capital Management
Oregon
$412K +$12.4K +312 +3%
PA
494
Parallel Advisors
California
$411K +$62.1K +1,556 +17%
WTB
495
Washington Trust Bank
Washington
$409K -$15.5K -388 -4%
RC
496
RegentAtlantic Capital
New Jersey
$409K – – –
FRA
497
Front Row Advisors
California
$399K -$4.95K -124 -1%
BBPWM
498
Blue Bell Private Wealth Management
Pennsylvania
$398K +$90.2K +2,260 +28%
NWP
499
Northstar Wealth Partners
Connecticut
$394K +$193K +4,836 +90%
LSA
500
L & S Advisors
California
$389K +$118K +2,956 +42%
18 19
20
21 22

IVW Hedge Fund Activity: Q1 2018 in Review

733 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2018, worth a combined $11.7B — down 3.6% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IVW positions and 36 closed out — a net gain of 33 holders — while 220 added to existing stakes and 293 trimmed.

The largest buyer was LPL Financial, adding an estimated $57.1M. The largest seller was Envestnet Asset Management, cutting an estimated $518M.

  • 733 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2018, up from 704 in Q4 2017.
  • Funds reported $11.7B of iShares S&P 500 Growth ETF stock for Q1 2018, down 3.6% quarter-over-quarter.
  • 69 funds opened new iShares S&P 500 Growth ETF positions in Q1 2018 and 36 closed out, a net change of +33 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2018 was LPL Financial, an estimated $57.1M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2018.