iShares S&P 500 Growth ETF
347 hedge funds and large institutions have $6.22B invested in iShares S&P 500 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 116 reducing their positions, and 12 closing their positions.
379% more call options, than puts
Call options by funds: $3.63M | Put options by funds: $758K
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
20% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 116
7% more funds holding in top 10
Funds holding in top 10: 41 → 44 (+3)
7% more capital invested
Capital invested by funds: $5.81B → $6.22B (+$418M)
4% more funds holding
Funds holding: 334 → 347 (+13)
0.48% more ownership
Funds ownership: 233.6% → 234.08% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$578M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$91.3M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$51.5M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$47.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$82.3M |
| 2 |
Citigroup
New York
|
-$10.8M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.3M |
| 4 |
Goldman Sachs
New York
|
-$8.03M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
351
Comerica Securities
Detroit,
Michigan
| – | -$4.71M | -179,236 | Closed |
|
|
AF
352
Allworth Financial
Folsom,
California
| – | -$530K | -20,136 | Closed |
|
|
PRC
353
Platte River Capital
Denver,
Colorado
| – | -$526K | -20,000 | Closed |
|
|
CWM
354
Concert Wealth Management
San Jose,
California
| – | -$462K | -18,316 | Closed |
|
|
CWM
355
Cabot Wealth Management
Salem,
Massachusetts
| – | -$338K | -12,836 | Closed |
|
|
WJA
356
Williams Jones & Associates
New York
| – | -$202K | -7,692 | Closed |
|
|
TAM
357
Tocqueville Asset Management
New York
| – | -$95K | -3,600 | Closed |
|
|
BKBG
358
BHF Kleinwort Benson Group
Brussels,
Belgium
| – | -$51K | -1,928 | Closed |
|
|
JA
359
JOYN Advisors
Atlanta,
Georgia
| – | -$40K | -1,528 | Closed |
|
360
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$15K | -576 | Closed |
|
|
ACS
361
Archford Capital Strategies
Swansea,
Illinois
| – | -$7.57K | -288 | Closed |
|
IVW Hedge Fund Activity: Q3 2014 in Review
347 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2014, worth a combined $6.22B — up 7.2% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IVW positions and 12 closed out — a net gain of 19 holders — while 139 added to existing stakes and 116 trimmed.
The largest buyer was M&T Bank, adding an estimated $578M. The largest seller was State Street, exiting entirely with an estimated $82.3M sold.
- 347 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2014, up from 334 in Q2 2014.
- Funds reported $6.22B of iShares S&P 500 Growth ETF stock for Q3 2014, up 7.2% quarter-over-quarter.
- 31 funds opened new iShares S&P 500 Growth ETF positions in Q3 2014 and 12 closed out, a net change of +19 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2014 was M&T Bank, an estimated $578M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2014 was State Street, an estimated $82.3M sold.
Based on aggregated 13F filings for Q3 2014.