iShares S&P 500 Growth ETF
550 hedge funds and large institutions have $9.29B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 215 increasing their positions, 146 reducing their positions, and 21 closing their positions.
290% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 21
47% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 146
14% more funds holding in top 10
Funds holding in top 10: 65 → 74 (+9)
11% more funds holding
Funds holding: 496 → 550 (+54)
9% more capital invested
Capital invested by funds: $8.5B → $9.29B (+$794M)
6.17% more ownership
Funds ownership: 243.31% → 249.48% (+6.2%)
53% less call options, than puts
Call options by funds: $5.98M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$135M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$122M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$108M |
| 4 |
Morgan Stanley
New York
|
+$88.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$72.6M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$52M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$28.9M |
| 4 |
FA
FCG Advisors
Chatham,
New Jersey
|
-$27.1M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$13.9M |
IVW Hedge Fund Activity: Q4 2016 in Review
550 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2016, worth a combined $9.29B — up 9.3% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IVW positions and 21 closed out — a net gain of 61 holders — while 215 added to existing stakes and 146 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $135M. The largest seller was State Street, exiting entirely with an estimated $72.6M sold.
- 550 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2016, up from 496 in Q3 2016.
- Funds reported $9.29B of iShares S&P 500 Growth ETF stock for Q4 2016, up 9.3% quarter-over-quarter.
- 82 funds opened new iShares S&P 500 Growth ETF positions in Q4 2016 and 21 closed out, a net change of +61 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $135M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2016 was State Street, an estimated $72.6M sold.
Based on aggregated 13F filings for Q4 2016.