iShares S&P 500 Growth ETF
610 hedge funds and large institutions have $11.4B invested in iShares S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 16 closing their positions.
288% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 16
28% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 183
14% more call options, than puts
Call options by funds: $71.7M | Put options by funds: $63.1M
13% more capital invested
Capital invested by funds: $10.1B → $11.4B (+$1.29B)
7.53% more ownership
Funds ownership: 245.36% → 252.9% (+7.5%)
7% more funds holding
Funds holding: 572 → 610 (+38)
3% less funds holding in top 10
Funds holding in top 10: 77 → 75 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$223M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$128M |
| 3 |
Goldman Sachs
New York
|
+$105M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$49.6M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$37.3M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$22.9M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$21.7M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$15.2M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$12.9M |
IVW Hedge Fund Activity: Q2 2017 in Review
610 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2017, worth a combined $11.4B — up 13% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IVW positions and 16 closed out — a net gain of 46 holders — while 234 added to existing stakes and 183 trimmed.
The largest buyer was LPL Financial, adding an estimated $223M. The largest seller was Huntington National Bank, exiting entirely with an estimated $37.3M sold.
- 610 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2017, up from 572 in Q1 2017.
- Funds reported $11.4B of iShares S&P 500 Growth ETF stock for Q2 2017, up 13% quarter-over-quarter.
- 62 funds opened new iShares S&P 500 Growth ETF positions in Q2 2017 and 16 closed out, a net change of +46 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $223M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2017 was Huntington National Bank, an estimated $37.3M sold.
Based on aggregated 13F filings for Q2 2017.