iShares S&P 500 Growth ETF
826 hedge funds and large institutions have $13.1B invested in iShares S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 256 increasing their positions, 284 reducing their positions, and 57 closing their positions.
139% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 57
106% more call options, than puts
Call options by funds: $3.74M | Put options by funds: $1.81M
22% more funds holding in top 10
Funds holding in top 10: 82 → 100 (+18)
10% more funds holding
Funds holding: 752 → 826 (+74)
4.94% more ownership
Funds ownership: 60.79% → 65.74% (+4.9%)
10% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 284
18% less capital invested
Capital invested by funds: $16.1B → $13.1B (-$2.95B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$762M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$230M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$157M |
| 4 |
Goldman Sachs
New York
|
+$95.9M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$93.7M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$85.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$81.5M |
| 4 |
Morgan Stanley
New York
|
-$73.9M |
| 5 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$49.9M |
IVW Hedge Fund Activity: Q4 2018 in Review
826 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2018, worth a combined $13.1B — down 18% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new IVW positions and 57 closed out — a net gain of 79 holders — while 256 added to existing stakes and 284 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $762M. The largest seller was TD Asset Management, cutting an estimated $93.7M.
- 826 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2018, up from 752 in Q3 2018.
- Funds reported $13.1B of iShares S&P 500 Growth ETF stock for Q4 2018, down 18% quarter-over-quarter.
- 136 funds opened new iShares S&P 500 Growth ETF positions in Q4 2018 and 57 closed out, a net change of +79 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $762M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2018 was TD Asset Management, an estimated $93.7M sold.
Based on aggregated 13F filings for Q4 2018.