iShares S&P 500 Growth ETF
573 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 31 closing their positions.
84% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 31
9% more capital invested
Capital invested by funds: $9.29B → $10.1B (+$832M)
5% more funds holding in top 10
Funds holding in top 10: 74 → 78 (+4)
4% more funds holding
Funds holding: 550 → 573 (+23)
2% more call options, than puts
Call options by funds: $34.6M | Put options by funds: $33.9M
3% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 198
3.54% less ownership
Funds ownership: 249.48% → 245.93% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$117M |
| 2 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$93.7M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$47.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$38.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$103M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$63M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$62.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$41.2M |
| 5 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
-$31.4M |
IVW Hedge Fund Activity: Q1 2017 in Review
573 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2017, worth a combined $10.1B — up 8.9% from $9.29B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IVW positions and 31 closed out — a net gain of 26 holders — while 193 added to existing stakes and 198 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $117M. The largest seller was Credit Suisse, cutting an estimated $103M.
- 573 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2017, up from 550 in Q4 2016.
- Funds reported $10.1B of iShares S&P 500 Growth ETF stock for Q1 2017, up 8.9% quarter-over-quarter.
- 57 funds opened new iShares S&P 500 Growth ETF positions in Q1 2017 and 31 closed out, a net change of +26 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2017 was Envestnet Asset Management, an estimated $117M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2017 was Credit Suisse, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2017.