iShares S&P 500 Growth ETF
704 hedge funds and large institutions have $12.2B invested in iShares S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 27 closing their positions.
341% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 27
95% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $2.03M
14% more funds holding
Funds holding: 618 → 704 (+86)
3% less capital invested
Capital invested by funds: $12.5B → $12.2B (-$340M)
1% less funds holding in top 10
Funds holding in top 10: 83 → 82 (-1)
11.4% less ownership
Funds ownership: 257.46% → 246.06% (-11%)
24% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 250
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$59.9M |
| 2 |
BlackRock
New York
|
+$24.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 4 |
Goldman Sachs
New York
|
+$22.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$183M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$165M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$130M |
| 4 |
Morgan Stanley
New York
|
-$83.5M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$53.7M |
IVW Hedge Fund Activity: Q4 2017 in Review
704 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2017, worth a combined $12.2B — down 2.7% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new IVW positions and 27 closed out — a net gain of 92 holders — while 190 added to existing stakes and 250 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $59.9M. The largest seller was TD Asset Management, cutting an estimated $183M.
- 704 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2017, up from 618 in Q3 2017.
- Funds reported $12.2B of iShares S&P 500 Growth ETF stock for Q4 2017, down 2.7% quarter-over-quarter.
- 119 funds opened new iShares S&P 500 Growth ETF positions in Q4 2017 and 27 closed out, a net change of +92 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $59.9M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2017 was TD Asset Management, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2017.