iShares S&P 500 Growth ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$173M |
| 2 |
BlackRock
New York
|
+$151M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$58.6M |
| 5 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$193M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$24.3M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$19.5M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$18.3M |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$17.6M |
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.