iShares S&P 500 Growth ETF
323 hedge funds and large institutions have $5.08B invested in iShares S&P 500 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 13 closing their positions.
292% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 13
19% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 102
14% more funds holding in top 10
Funds holding in top 10: 35 → 40 (+5)
12% more capital invested
Capital invested by funds: $4.54B → $5.08B (+$542M)
12% more funds holding
Funds holding: 289 → 323 (+34)
8% less call options, than puts
Call options by funds: $563K | Put options by funds: $612K
12.9% less ownership
Funds ownership: 232.22% → 219.32% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$33.6M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$28M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$24.1M |
| 4 |
WTIM
Wilmington Trust Investment Management
Wilmington,
Delaware
|
+$21.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$78.9M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$74.4M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$18.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.28M |
| 5 |
WT
Wilmington Trust
Wilmington,
Delaware
|
-$6.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Two Sigma Investments
New York
| – | -$4.88M | -218,288 | Closed |
|
|
ERSOT
327
Employees Retirement System of Texas
Austin,
Texas
| – | -$2.94M | -131,600 | Closed |
|
|
FIMS
328
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$2.74M | -130,540 | Closed |
|
|
TU
329
TDAM USA
Toronto,
Ontario, Canada
| – | -$690K | -30,892 | Closed |
|
330
Jane Street
New York
| – | -$414K | -18,512 | Closed |
|
|
FHC
331
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$322K | -14,276 | Closed |
|
|
VKH
332
Virtu KCG Holdings
New York
| – | -$286K | -12,820 | Closed |
|
|
BFO
333
Boston Family Office
Boston,
Massachusetts
| – | -$237K | -10,600 | Closed |
|
|
MM
334
Meridian Management
Little Rock,
Arkansas
| – | -$232K | -10,400 | Closed |
|
|
BOTW
335
Bank of the West
Monterey Park,
California
| – | -$202K | -9,040 | Closed |
|
|
FANJ
336
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$86K | -3,840 | Closed |
|
337
Bessemer Group
Woodbridge,
New Jersey
| – | -$39K | -1,764 | Closed |
|
|
AA
338
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$33K | -1,468 | Closed |
|
IVW Hedge Fund Activity: Q4 2013 in Review
323 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2013, worth a combined $5.08B — up 12% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IVW positions and 13 closed out — a net gain of 38 holders — while 121 added to existing stakes and 102 trimmed.
The largest buyer was Simply Money Advisors, adding an estimated $33.6M. The largest seller was JP Morgan Chase, cutting an estimated $78.9M.
- 323 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2013, up from 289 in Q3 2013.
- Funds reported $5.08B of iShares S&P 500 Growth ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 51 funds opened new iShares S&P 500 Growth ETF positions in Q4 2013 and 13 closed out, a net change of +38 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2013 was Simply Money Advisors, an estimated $33.6M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2013 was JP Morgan Chase, an estimated $78.9M sold.
Based on aggregated 13F filings for Q4 2013.