iShares S&P 500 Growth ETF
496 hedge funds and large institutions have $8.5B invested in iShares S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 179 increasing their positions, 164 reducing their positions, and 21 closing their positions.
274% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $4.25M
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
2% more funds holding
Funds holding: 484 → 496 (+12)
9% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 164
4% more capital invested
Capital invested by funds: $8.15B → $8.5B (+$347M)
0.98% more ownership
Funds ownership: 242.32% → 243.31% (+0.98%)
2% less funds holding in top 10
Funds holding in top 10: 66 → 65 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.3M |
| 2 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$35.8M |
| 3 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$34.9M |
| 4 |
Morgan Stanley
New York
|
+$34.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$76.4M |
| 2 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$53.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$47.4M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$38.8M |
| 5 |
Goldman Sachs
New York
|
-$36.6M |
IVW Hedge Fund Activity: Q3 2016 in Review
496 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2016, worth a combined $8.5B — up 4.3% from $8.15B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IVW positions and 21 closed out — a net gain of 21 holders — while 179 added to existing stakes and 164 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $84.3M. The largest seller was State Street, cutting an estimated $76.4M.
- 496 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2016, up from 484 in Q2 2016.
- Funds reported $8.5B of iShares S&P 500 Growth ETF stock for Q3 2016, up 4.3% quarter-over-quarter.
- 42 funds opened new iShares S&P 500 Growth ETF positions in Q3 2016 and 21 closed out, a net change of +21 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $84.3M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2016 was State Street, an estimated $76.4M sold.
Based on aggregated 13F filings for Q3 2016.