iShares S&P 500 Growth ETF
853 hedge funds and large institutions have $14.2B invested in iShares S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 348 reducing their positions, and 48 closing their positions.
81% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 48
8% more capital invested
Capital invested by funds: $13.1B → $14.2B (+$1.04B)
3% more funds holding
Funds holding: 826 → 853 (+27)
1% more funds holding in top 10
Funds holding in top 10: 100 → 101 (+1)
8% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $1.57M
2.79% less ownership
Funds ownership: 65.74% → 62.95% (-2.8%)
30% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 348
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$180M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$74.7M |
| 3 |
PIM
Parker Investment Management
Menlo Park,
California
|
+$47.1M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$24M |
| 5 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$245M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$106M |
| 3 |
Goldman Sachs
New York
|
-$94.1M |
| 4 |
JP Morgan Chase
New York
|
-$76.2M |
| 5 |
Morgan Stanley
New York
|
-$71.9M |
IVW Hedge Fund Activity: Q1 2019 in Review
853 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2019, worth a combined $14.2B — up 7.9% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new IVW positions and 48 closed out — a net gain of 39 holders — while 245 added to existing stakes and 348 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $180M. The largest seller was Envestnet Asset Management, cutting an estimated $245M.
- 853 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2019, up from 826 in Q4 2018.
- Funds reported $14.2B of iShares S&P 500 Growth ETF stock for Q1 2019, up 7.9% quarter-over-quarter.
- 87 funds opened new iShares S&P 500 Growth ETF positions in Q1 2019 and 48 closed out, a net change of +39 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $180M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $245M sold.
Based on aggregated 13F filings for Q1 2019.