iShares S&P 500 Growth ETF
732 hedge funds and large institutions have $11.7B invested in iShares S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 293 reducing their positions, and 36 closing their positions.
125% more call options, than puts
Call options by funds: $5.63M | Put options by funds: $2.5M
89% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 36
4% more funds holding
Funds holding: 704 → 732 (+28)
4% less capital invested
Capital invested by funds: $12.2B → $11.7B (-$434M)
4% less funds holding in top 10
Funds holding in top 10: 82 → 79 (-3)
15.02% less ownership
Funds ownership: 246.06% → 231.05% (-15%)
25% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 293
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$57.1M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$35.3M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$34.3M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$30.6M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$518M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$138M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$79.4M |
| 4 |
Morgan Stanley
New York
|
-$74.6M |
| 5 |
BlackRock
New York
|
-$34.7M |
IVW Hedge Fund Activity: Q1 2018 in Review
732 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2018, worth a combined $11.7B — down 3.6% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IVW positions and 36 closed out — a net gain of 32 holders — while 220 added to existing stakes and 293 trimmed.
The largest buyer was LPL Financial, adding an estimated $57.1M. The largest seller was Envestnet Asset Management, cutting an estimated $518M.
- 732 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2018, up from 704 in Q4 2017.
- Funds reported $11.7B of iShares S&P 500 Growth ETF stock for Q1 2018, down 3.6% quarter-over-quarter.
- 68 funds opened new iShares S&P 500 Growth ETF positions in Q1 2018 and 36 closed out, a net change of +32 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2018 was LPL Financial, an estimated $57.1M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $518M sold.
Based on aggregated 13F filings for Q1 2018.