iShares S&P 500 Growth ETF
344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
30% more call options, than puts
Call options by funds: $869K | Put options by funds: $669K
16.12% more ownership
Funds ownership: 219.32% → 235.44% (+16%)
14% more capital invested
Capital invested by funds: $5.08B → $5.8B (+$711M)
10% more funds holding in top 10
Funds holding in top 10: 40 → 44 (+4)
7% more funds holding
Funds holding: 323 → 344 (+21)
2% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$86.9M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$85.9M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$82.2M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$63.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$12.5M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$6.46M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$5.97M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.53M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.51M |
IVW Hedge Fund Activity: Q1 2014 in Review
344 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2014, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IVW positions and 15 closed out — a net gain of 22 holders — while 125 added to existing stakes and 123 trimmed.
The largest buyer was LPL Financial, adding an estimated $86.9M. The largest seller was Clark Capital Management Group, cutting an estimated $12.5M.
- 344 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2014, up from 323 in Q4 2013.
- Funds reported $5.8B of iShares S&P 500 Growth ETF stock for Q1 2014, up 14% quarter-over-quarter.
- 37 funds opened new iShares S&P 500 Growth ETF positions in Q1 2014 and 15 closed out, a net change of +22 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2014 was LPL Financial, an estimated $86.9M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2014 was Clark Capital Management Group, an estimated $12.5M sold.
Based on aggregated 13F filings for Q1 2014.