iShares S&P 500 Growth ETF
334 hedge funds and large institutions have $5.81B invested in iShares S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 25 closing their positions.
257% more call options, than puts
Call options by funds: $2.75M | Put options by funds: $768K
4% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 125
0% more capital invested
Capital invested by funds: $5.8B → $5.81B (+$10.6M)
1.84% less ownership
Funds ownership: 235.44% → 233.6% (-1.8%)
3% less funds holding
Funds holding: 344 → 334 (-10)
7% less funds holding in top 10
Funds holding in top 10: 44 → 41 (-3)
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$79.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45M |
| 3 |
Goldman Sachs
New York
|
+$38.2M |
| 4 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
+$28.1M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$21.8M |
Top Sellers
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$145M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$95.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$81.1M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$64.2M |
| 5 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$60.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BSW
351
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$212K | -8,496 | Closed |
|
|
FCBT
352
First Citizens Bank & Trust
Raleigh,
North Carolina
| – | -$207K | -8,300 | Closed |
|
|
MPI
353
Mairs & Power Inc
St Paul,
Minnesota
| – | -$203K | -8,120 | Closed |
|
|
FIM
354
Frontier Investment Management
Dallas,
Texas
| – | -$201K | -8,064 | Closed |
|
355
AllianceBernstein
Nashville,
Tennessee
| – | -$40K | -1,600 | Closed |
|
|
CCM
356
Carderock Capital Management
Chevy Chase,
Maryland
| – | -$40K | -1,600 | Closed |
|
|
PAS
357
Partnervest Advisory Services
Santa Barbara,
California
| – | -$35K | -1,420 | Closed |
|
|
GI
358
Gradient Investments
Arden Hills,
Minnesota
| – | -$13K | -520 | Closed |
|
|
PWAG
359
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$5K | -200 | Closed |
|
|
KCPG
360
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$4K | -176 | Closed |
|
|
LFG
361
LifePlan Financial Group
Dayton,
Ohio
| – | -$2K | -80 | Closed |
|
IVW Hedge Fund Activity: Q2 2014 in Review
334 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2014, worth a combined $5.81B — up 0.18% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IVW and 16 opened new positions — a net loss of 9 holders — while 125 trimmed existing stakes and 130 added.
The largest buyer was State Street, opening a new position worth an estimated $79.4M. The largest seller was Sage Advisory Services, exiting entirely with an estimated $145M sold.
- 334 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2014, down from 344 in Q1 2014.
- Funds reported $5.81B of iShares S&P 500 Growth ETF stock for Q2 2014, up 0.18% quarter-over-quarter.
- 16 funds opened new iShares S&P 500 Growth ETF positions in Q2 2014 and 25 closed out, a net change of -9 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2014 was State Street, an estimated $79.4M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2014 was Sage Advisory Services, an estimated $145M sold.
Based on aggregated 13F filings for Q2 2014.